FINANCIAL REPORTING & MANAGEMENT

CommunityWorks uses and recommends Xero as the ideal financial management solution for the not-for-profit sector.  Contact us to explore how we may be of help with any of the following services:

• transfer your existing financial records to Xero and customise your new DIY or DIFM financial management system
• be appointed as an official, non-official or ex-officio Treasurer, Finance Officer or Virtual Assistant for specified tasks eg:
manage tracking, authorisation and processing of Accounts
     Payable & Receivable
set up and maintain online Nettpay payroll records
track debtors and manage outstanding accounts
prepare monthly bank account reconciliations
track expenditure against tagged funds and grants
prepare comprehensive routine & annual financial reports
prepare grant accountability reports
arrange for the annual audit of accounts
assist in the development of an annual budget
submit financial annual returns to the Charities Commission
     & Registrar of Incorporated Societies
• 1:1 Treasurer’s / Finance Manager’s Toolkit Coaching & Support
• Xero Bites – a series of webinars for community groups to save time and make the most of managing finances with Xero