About us

Finance & Advisory Services for Charities

Our service packages are designed specifically for Australian charities and not-for-profits, providing the right level of financial support as organisations grow.

Whether you are a small community charity or an established organisation managing millions in programs, we provide specialised financial management, compliance support, and strategic advisory tailored to the nonprofit sector.

Our Service Packages

Micro Charity Package

For charities with annual revenue under $200,000

  • Bookkeeping (Xero)
  • Bank reconciliation
  • BAS preparation and lodgement
  • Basic financial reports
  • ACNC Annual Information Statement support
  • Email support for finance questions
$49 per week

Small Charity Package

For charities with annual revenue between $200,000 – $500,000

  • Full bookkeeping
  • Bank and expense reconciliation
  • BAS preparation and lodgement
  • Payroll support (up to 2 employees)
  • Monthly financial reports
  • ACNC compliance support
  • Email support for finance questions
$99 per week

Growing Charity Package

For charities with annual revenue between $500,000 – $1M

  • Full bookkeeping
  • Payroll and super processing
  • BAS and GST compliance
  • Management financial reports
  • Budget vs actual analysis
  • ACNC compliance support
  • Basic board reporting
  • Email and meeting support for finance questions
$199 per week

Established Charity Package

For charities with annual revenue between $1M – $3M

  • Full bookkeeping
  • Payroll and super processing
  • BAS and GST compliance
  • Management financial reports
  • Cash flow monitoring
  • Budget vs actual analysis
  • ACNC compliance support and review
  • Board reporting support
  • Budget preparation
  • Email and meeting support for finance questions
$299 per week

Enterprise Advisory Solution

Strategic Finance & Sustainability Support for Established Charities

For organisations seeking strategic financial leadership, governance support, and long-term sustainability planning.

This advisory solution is designed for charities that require high-level financial guidance and board support beyond day-to-day accounting and compliance.

Tailored pricing following an initial consultation

Financial Health & Sustainability Review

Comprehensive financial health assessment,
Analysis of income structure and financial resilience,
Administrative cost and efficiency review.

Strategic Financial Planning

• Multi-year financial planning,
• Reserve policy development,
• Cash flow and sustainability. modelling

Income Structure & Growth Strategy

Assessment of current revenue mix,
Revenue diversification strategies (grants, donations, commercial income),
Financial modelling to support sustainable growth,

Board & Governance Advisory

• Board financial briefings and advisory support,
• Financial literacy support for board members,
• Development of governance and financial oversight frameworks,

Financial Strategy Development

• Long-term financial strategy aligned with organisational mission,
• Budgeting frameworks and performance monitoring

Policies & Financial Systems

• Development or review of finance policies and procedures,
• Internal controls and risk management frameworks.

Grant & Funding Readiness

• Financial readiness for government and institutional funding,
• Strengthening financial reporting frameworks for donors.

Additional Support Available

Grant financial reporting,
Financial sustainability planning,
Finance policies and internal controls,
Board financial training,
ACNC compliance reviews.

Tailored pricing following an initial consultation

Our Governance-Focused Approach

We believe strong organisations are built on good governance and sound financial management.

Accountability

Clear financial records and transparent reporting.

Integrity

Ethical handling of funds and compliance with obligations.

Capability

Building internal systems and staff confidence.

Sustainability

Supporting long-term financial health.

Who We Support

ACNC-registered charities

Not-for-profit organisations

Community & faith-based organisations

Boards, CEOs & senior leaders

Request a Quotation