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Focus

Greengage Associates' Focus

Greengage Associates is focused on the small to medium charity which has limited specialist resources in-house.

Services offered are relevant to most voluntary and non-profit organisations.

The writing service is appropriate for all sectors: private, public and voluntary.

Greengage Associates will work directly with your organisation and also offers training workshops.

Aim

Greengage Associates aims to help charities deliver effective annual reports underpinned by sound governance and financial management.

Charity reporting is now more transparent:

• A charity has to (or is encouraged to) link its accounts to its objectives and activities and explain its performance
• Your charity’s report and accounts are accessible to all on the Charity Commission and Guidestar websites.

Greengage Associates helps your charity gain added value from your formal annual reports. The hallmarks of good reporting are:

• A well-governed, risk-conscious charity with relevant objectives and activities.
• Delivery of a sound financial performance and a positive impact.
• Achievements and plans which reflect effective management and joined-up organisational thinking.
• A well-written and imaginatively-presented trustees’ annual report that promotes the charity and accentuates favourable comparison.

How Greengage Associates Can Help

Greengage Associates has the experience and skills to help your charity achieve added value through:

• Improving/sustaining the basic financial procedures and internal controls.
• Using risk management as the basis of co-ordinating the functions and actions of your charity.
• Delivering workable solutions to arising issues.
• Enhancing the quality of the annual reporting through a well-written compliant report with effective and consistent information.

The benefits of achieving this added value include:

• Sound governance allowing staff to confidently concentrate on core business.
• Stakeholder re-assurance and confidence in your charity and its capability.
• Projection of enhanced credibility and reputation to potential donors and funders.

To complete the annual reporting process, smaller charities can use Greengage Associates’ independent examination service.  An independent examination is a ‘lighter touch’ alternative to an audit - and is also available as a stand-alone service.

If you have any queries about the topics on this website, let’s start with a phone call or email to identify the issues and work together to find some solutions.

A Charity Chief Executive’s perspective:

In my experience, working with an organisation offering external advice such as Greengage Associates has proven to be hugely beneficial. The adviser can bridge the relationships between:

• The Chief Executive and Trustees.
• The charity and its professional advisors (eg accountant and investment manager).

This is particularly so when the adviser invests in knowing your organisation, and has the ability to work with you both strategically and also to support the day-to-day financial management.

Liza Kellett - former Chief Executive of Emmaus Leeds and trustee of two small charities

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