Practical finance support for stronger decisions and accountability.
I support NGOs and purpose-driven organisations with budgeting, reporting, financial controls, audit readiness, and cloud accounting setup, cleanup and ongoing support using QuickBooks, Xero and Wave.
How I can support your organisation.
Donor & Grant Finance
Budgets, BVA and reporting.
Planning & Decision Support
Forecasting and analysis.
Cloud Accounting
QuickBooks, Xero and Wave.
Audit, Controls & Risk
Audit readiness and compliance.
Finance Systems
SOPs, data and automation.
Training & Capacity Building
Finance and programme teams.
01 • SPECIALIST SERVICE
Donor & Grant Finance
✓ Proposal and donor-compliant budgets
✓ Revisions and reallocations
✓ Donor reporting
✓ BVA and burn-rate analysis
✓ Cost recovery and shared-cost allocation
✓ Donor instalment tracking
✓ Grant start-up and close-out
✓ Partner and sub-grantee monitoring
02 • CORE SERVICE
Planning & Decision Support
✓ Annual and project budgeting
✓ Rolling forecasts
✓ Cash flow planning
✓ Variance analysis
✓ Financial analysis
✓ Management reporting
✓ Scenario planning
✓ Dashboards and visualisation
03 • CORE SERVICE
Cloud Accounting & Finance Operations
✓ QuickBooks, Xero and Wave setup
✓ System migration
✓ Chart of accounts design
✓ Bookkeeping cleanup
✓ Monthly bookkeeping
✓ Bank and account reconciliations
✓ Accounts payable and receivable
✓ Month-end close
✓ Financial statements preparation
✓ Data cleanup and standardisation
04 • SPECIALIST SERVICE
Audit, Controls & Risk
✓ Audit preparation and planning
✓ Ledger review and reconciliation
✓ Supporting document checks
✓ Pre-audit reconciliations
✓ Internal controls assessment
✓ Donor compliance checks
✓ Risk reviews and registers
✓ Audit evidence compilation
✓ Corrective action plans
✓ Financial due diligence
05 • CORE SERVICE
Finance Systems & Process Improvement
✓ Finance SOPs and policy documents
✓ Workflow mapping and design
✓ Budget and reporting templates
✓ Reporting calendars
✓ Spreadsheet controls and structure
✓ Power Query improvements
✓ Process reviews and gap analysis
✓ System strengthening plans
✓ Data-quality controls
✓ Practical automation
06 • CAPACITY BUILDING
Finance Training & Capacity Building
✓ Budget management training
✓ Donor compliance and reporting
✓ Proposal budgeting workshops
✓ Internal controls training
✓ Audit readiness sessions
✓ Finance staff coaching
✓ Programme-team orientation
✓ Partner capacity building
✓ Handover support and documentation
ONGOING SUPPORT
Part-time finance leadership without a full-time hire
For organisations needing regular financial oversight, I can provide ongoing remote support across budgeting, cash flow, management reporting, donor-report review, controls and finance-system improvement.