International Fundraising Consultancy
Chartered Accountant Sara has been a charity Finance Director. She now specialises in Excel spreadsheets. Sara knows all the tricks to improve existing spreadsheets, or she can design new ones that are powerful yet easy to use.
When charities are writing a new business plan they want good financial projections with assumptions that can be flexed to test different scenarios. Clear management accounts and key performance indicators are also vital. These can be automated from downloads from your accounting software. This frees up time to review the accounts and take action rather than duplicate the inputting of data.
Good auditable Full Cost Recovery methods are also important. Sara can prepare the spreadsheets to make this as easy as possible. She also designs templates for non-financial staff members to use. This can transform the reporting of outputs to funders.
Sara also provides 1:2:1 masterclasses so that spreadsheet users can increase their skills while working on their own spreadsheets.
