Financial management for Sydney charities and not-for-profits
Good financial management means your Board and leaders can see where the money is, what it is for and what is coming next. We provide practical, outsourced finance leadership for charities and NFPs, sized to your organisation.
Finance leadership, without a full-time finance team
Financial management for a charity goes beyond bookkeeping. It covers planning, reporting, tracking restricted money and keeping your Board informed. Our team provides that support on a regular basis, so your leaders can focus on your mission. Under ACNC Governance Standard 5, a charity’s Responsible People have a duty to ensure its financial affairs are managed responsibly, and each of them must be able to read and understand its financial information.
Source: ACNC, Managing charity money: a guide for Responsible People
Who we help
- ACNC-registered charities
- Community and faith-based organisations
- Clubs, associations and incorporated groups
- CEOs, treasurers, Boards and finance committees
What we look after
Pick one area or combine them. We start with what will help your organisation most.
Budgets and forecasts
- Annual budgets your Board can approve
- Rolling forecasts and cash flow outlook
- Early warning when funding or cash is tight
Reporting and oversight
- Monthly management reports in plain English
- Board and finance committee packs
- Financial literacy sessions for Boards and committees
Funds, policies and controls
- Grant, project and restricted fund tracking
- Finance policies and internal controls
- ACNC compliance support and well-organised records
Who this suits
Our financial management support is a good fit when:
- Finance is handled by a volunteer treasurer or one part-time person
- Your Board wants clearer reports, earlier
- You manage several grants or funds and need to keep them separate
- You want to be ready for your independent auditor or reviewer
- You want senior finance input at a price a charity can plan for
We serve organisations across Sydney, including Bankstown, Parramatta, Liverpool, the Inner West and across Western Sydney.
AI efficiency, human expertise, accessible pricing
Smart tools do the repetitive data work. Our people check the numbers and explain what they mean.
AI efficiency
Smart tools handle the repetitive data work, so reporting is faster and your costs stay down.
Human expertise
Our team reviews the numbers, explains them in plain English and answers your questions.
Accessible pricing
You know what is included before we start, with clear scope and no hidden extras.
Start with the health check
Our free Charity Health Check takes about 10 minutes and shows your priorities straight away.
Agree a scope
We talk through the results and recommend a practical, scoped plan with the price confirmed up front.
Ongoing support
We deliver reporting, tracking and advice on a regular rhythm, and your Board gets numbers it can use.
Clear scope, accessible pricing
We know charities plan to a budget. We quote a fixed fee after a short scope call, so you know the cost before we start. The fee depends on your size, number of funds and how often your Board meets.
Go deeper
Charity financial management questions, answered
What does financial management for a charity include?
It covers budgeting and forecasting, regular reporting for your Board, tracking grants and restricted funds, finance policies and controls, and keeping your records ready for ACNC reporting and your independent auditor or reviewer.
Can a small charity afford this?
We scale the support to your size and risk. We agree a clear scope and price before we start, so you know what is included. Many small organisations begin with a health check and one focused area, such as board reporting or grant tracking.
Do you work with our treasurer and Board?
Yes. We work with your treasurer, CEO and Board or finance committee, and we explain the numbers in plain English so everyone can take part in the discussion.
Do you replace our bookkeeper?
Not necessarily. We can work alongside your current bookkeeper, or provide bookkeeping as well. Bookkeeping keeps your records accurate; financial management turns them into plans and reports.
Do you perform external audits?
No. We don’t perform external audits or reviews. We prepare your records and reports so the process runs smoothly, and we can refer you to trusted independent auditors and reviewers.
What is the Charity Health Check?
It is a free online self-check covering your charity’s finances, governance and compliance. It takes about 10 minutes and you receive your score and priority actions on screen straight away.
Strong finances support your mission
Start with the free Charity Health Check, or talk to our team about financial management for your charity.