Financial Management

Good financial management systems are an important key to success in any organisation. Our Community Accountancy Service aims to help local voluntary organisations improve their accounting systems and records. We can offer a range of different kinds of support to help you get on top of financial management. Our motto is “the simpler the better”.

Support Available
One to one advice sessions
These are available to anyone involved in running an organisation’s finances. We can help with setting up financial policies and procedures, keeping proper books and records, reporting to the committee, computerising accounts and complying with statutory and funder requirements.
Group training courses
In addition to the one to one training we also offer a range of financial training courses. These are advertised on Merton Connected which can be found at our home page.
Financial health checks
Through partner organisations, we can conduct a thorough review of financial systems and make recommendations. An alternative to this is the new Financial Feet Finder which is slightly less detailed than a full financial health check but will highlight areas of weakness.

Independent examinations
We can prepare and examine the accounts of charities and other voluntary sector organisations. We offer a high quality value for money service which is carried out at an agreed price for an agreed time-scale. Our staff are members of relevant professional bodies and continually update their knowledge and develop their expertise in charity accounts.

Telephone or email advice
If you want to check out something to do with financial management please get in touch by emailing

Factsheets and sample spreadsheets
We have a number of fact sheets and example spreadsheets which you might find useful. more

If you would like to speak to someone about support available to Merton organisations, please email