Admin, Ops, IT & Finance Community

The place for those who work in charity admin, ops or finance. 📊 Share your recommendations, helpful resources and experiences.

1,522 posts

Hello, we are looking for a new bookkeeper for our charity and I wondered if anyone could recommend someone. We have QuickBooks and need someone to run payroll, organise monthly payments etc.  I'd be...
Debbie Holden
Hi all, A small charity I volunteer with is looking for a low-cost (or free) CRM solution to help us manage relationships with the people we support, as well as track our interactions and support act...
Simon Brown
Hello, I have created a new CIC for our business that was under an ltd. The Ltd will still exist so the bank account attached to that will remain. I am however struggling with opening a new bank for...
Hi, We are commissioning a new website. We are looking for any consultants/agencies that can partner with us to help deliver the discovery & requirements, vendor selection & procurement and help deli...
Nathan Bacon
Hi Everyone  This is my first post!  I wanted to reach out to hear how small charities are presently using AI and Agents in their day to day to operations. Are there any particular CRM systems that s...
Samantha Latouche
Hi everyone, I’ve been thinking a lot lately about how tough it is for charities and CICs to create sustainable, ongoing funding—especially the kind that doesn't rely on constant events, raffles, or...
Eric Cuthbert
I am looking for support to set up a chatbot on our Wordpress website linked to our National Standards of Care Guidelines so that people can ask questions about the condition and get results summaris...
Robert Dalgleish
Hi everyone, wondering if anyone has any example business models for how to set up lived experience consultancy? Thanks in advance for your thoughts!
Eleanor McMahon
Finance Trending
Hello! I am the founder of a small baby loss CIC and we are currently applying to convert into a CIO. We have submitted the application and in the process. My question however falls around the financ...
Leila Hobart
Hi, we want to invest some of our funds, but when we have asked investment managers we have found that they have a minimum of £150K to 1,000,000. Does anyone know of a way to invest with a smaller bu...
Henry Roehl
We are currently using FreeAgent as it is free from our bank but it is clearly for small business who send invoices. I have set up lots of different projects which require invoices to enable me to cl...
Robin Dean
Hi folks - anyone else using MS Dynamics with Business Units? We have a massive problem since an MS update and are not sure if it's us or them. Be useful to know if anyone else is experiencing diffic...
Admin Trending
Hi all, Does anyone have any recommendations for room hire for an away day.  The usual places we use including NCVO do not have any rooms.  I am looking for a room for about 42 people and to be able...
Helen McGowan
This question is from a member of our community that wishes to remain anonymous: Can anyone recommend a free AI course that you use or have found useful?
Ocean King
We are a small non-profit charity. We have an accountant who completes and submits our accounts on an annual basis to the charities commission, but we require an easy to use free accountancy package...
Elaine Hockey
Hello all Can someone advise on a bank account for a CIC please.  I am getting nowhere! Thanks
Greg St. John
Hello, I am currently in the process of setting up a charity as a CIO and I am wondering how to get a bank account as all the charity accounts seem to need you to already be registered to get an acco...
Jadesola Ayoola
Hi, I run a small mental health gardening charity called The Garden Friend. My application for a funding opportunity has been declined. Although I own the site where my charity is located I don't hav...
Timothy Turner
Hi everyone,  I'm looking at costs to get someone to host and maintain our website and do a few monthly jobs for us. Can you recommend someone? Currently, our website it pretty static other than upda...
Debbie Holden
This question is from a member of our community that wishes to remain anonymous: We are a small charity who have been finding our way over the course of approx 18 months due to many changes behind t...
Ocean King
Hello all, Our Chair has indicated that they would like us to switch from Teams to Zoom for our hybrid Board and Committee meetings. We currently use Teams and all our systems are integrated with Tea...
Anthony Lumley
We are a Charity Think Tank looking to hire a venue on the 21st of May for our Staff Strategy Away Day, scheduled to take place from 8:30 am to 5:30 pm. We have allocated a budget of up to £7,000.00,...
alice vigus
This question is from a member of our community that wishes to remain anonymous: We are a charity that follows SORP for the annual accounts. This year, for the purposes of quarterly management accou...
Ocean King
Hi All We are an unincorporated charity association looking to register with charity commission. Our last application was rejected, it needed some improvement before resubmitting. By the time we got...
Peace Garden
We're looking for a part time finance/ course administrator to start immediately and will need agency staff to help us while we recruit. Any agency recommendations very much appreciated!  Thank you.
Rebecca Eaves
I'm looking for some accounting advice. The small charity of which I'm treasurer has (last year) "converted" into a CIO, that is we created a new entity and have transferred all the funds and operati...
Phil Rowcliffe
Hi I'm working with a charity that is considering using MemberPress integrated with Salesforce.  Unfortunately, and annoyingly, MemberPress does not offer a free trial so it is difficult to get all o...
Lawrance Titterton
A young arts organisation has basic computer software for office and accounting. Given that as it grows it will need to: -  Have more sophisticated support, for cybersecurity, -  Be seen to be respon...
Genevieve Hibbs
Hello We are a small award winning charity that provides complex projects for paediatric and adult projects across 6 NHS Trusts. We are expanding and need both bookkeeping support and strategic finan...
Suzanne Ruggles-Redhead
Hi all, What's considered best practice with account signatories?  We're moving banks and I'd assumed we'll put all 5 trustees as signatories as that helps if some people are unavailable. But then I...
Edward Bainton
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