Outsourced Financial Management​

Ward Goodman are leaders in Southern England in providing outsourced financial management services covering a range of roles required by charities of all sizes.

Rated 5 out of 5

5/5

50+ 5-star reviews from clients

Outsourced Financial Management

We provide outsourced financial management services covering a range of roles required by charities of all sizes.

Whether your charity is just starting, is in “growth mode” or is well established, managing and reporting on finances is an important part of running your charity.

We provide a tailored solution to meet your charitable needs. This could be bookkeeping and payroll for a small start up through to a comprehensive service covering data processing, payroll, part time financial director services, credit control, cash flow management, management information and reporting as external Finance Director.

A smiling professional in glasses working on a laptop in a bright, modern office, representing a positive and productive work environment in a business or financial setting.

We have a team of commercially trained staff who understand what it is like to work in a charity and business environment. We realise that we can’t just crunch the numbers, we make sure the cash flow and profitability is at the forefront of everything we do for you, and your stakeholders.

An initial meeting will be held with a member of the Outsourcing team, without cost or obligation. At this meeting we will discuss your charity needs and review your processes to determine the level of work required. Following this meeting a proposal will be raised outlining your needs, and allocating resources based on the level of skills and experience you require, following which a quote will be produced.

ward goodman onboarding process.

Ward Goodman has a simple but effective onboarding process making this hassle free for you.

STEP 1

Referral from client, introducer or from website

STEP 2

Initial meeting is arranged at one of our offices and this is without cost or obligation

STEP 3

Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.

STEP 4

Client accepts terms and billing and services automatically set up. Client details put on to our software.

STEP 1

Referral from client, introducer or from website

STEP 2

Initial meeting is arranged at one of our offices and this is without cost or obligation

STEP 3

Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.

STEP 4

Client accepts terms and billing and services automatically set up. Client details put on to our software.

Benefits of Accounting Services for charities

Hear What Our Clients Have To Say

Ward Goodman is committed to delivering exceptional service, consistently exceeding expectations to support and satisfy our clients.

Sara & Ron Jennings
Rated 5 out of 5

We wish to thank all who were involved in doing our tax return this time. Once again, you got us a refund on one of our accounts, and once again, we are very grateful and appreciative of your exploits. Off to the bank with the cheque – Yippie!

 

Gavin at Codified Legal
Rated 5 out of 5

Davina does a great job and has done for the many years that she has worked on our account

Private Client – Testimonial
Rated 5 out of 5
A good accountant should be a long term relationship for client and business, and I look forward to many more years working with Ward Goodman.
Private Client Testimonials
Rated 5 out of 5
\”Many thanks for sorting out the accounts and the best options for my business. I have been really impressed with the personal service your company has offered, and the way you have personally dealt with my accounts and concerns.\”
Local Manufacturing Company
Rated 5 out of 5
Many thanks for getting our P11D’s done despite my best efforts to leave you with no time !!
Private Client Testimonial
Rated 5 out of 5
The Ward Goodman tax team are always most helpful and proactive. They have provided invaluable support to me in specialist areas of the tax legislation.
Bournemouth Client
Rated 5 out of 5
Many thanks for all your help and advice and for looking after us in the excellent way that you do without which we would be at a complete loss.

Meet our Team of Experts

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Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.

Need Financial Advice? We Offer Professional Assistance Only!

Get In Touch Today

Once received, a member of the team will contact you to arrange a local or remote meeting. We aim to respond in 48 hours.