Advisory & Consultancy

Our advisory and consultancy services aim to enable you to confidently deliver your mission.

The services we offer include: strategic leadership consultancy services; finance staff upskilling; and, agreed upon procedures. 

Strategic leadership: Our strategic leadership consultancy services focus on your charity's most critical issues and opportunities, helping to improve sustainability in a changing economic and technological climate. We introduce you to 'impact based strategy formulation tools' and equip you to set goals under conditions of uncertainty — helping you to transition your charity from a reactive to proactive operational style.  

Finance staff upskilling: We work closely with your finance manager to identify skills gaps, and provide them with both training and technology-enabled learning that will help to expand their charity finance capabilities. 

Financial agreed upon procedures: Our agreed upon procedures aim to provide comfort over compliance with regulatory or contractual requirements. As part of the engagement process we will discuss with you and agree a set of procedures to perform, that are based on your specific areas of concern. Previous engagements include: reviewing reporting of grant income; reviewing reserves policies and calculations; reviewing controls and finance systems

Contact us to find out more about our services.

As a registered social enterprise, we're participating in Social Enterprise UK's flagship campaign, 'Buy Social'.


Buying social is about using your money, as an individual or an organisation, to create a positive impact on the world we live in. When you buy from a social enterprise you are choosing to spend your money with a business that is giving something back, reinvesting their profits to address the most pressing issues, from homelessness and unemployment to ethical trade and climate change. 

Social Enterprise UK