In this section:

You are in: Home > Outsourcing > Medium Charities Enquiry

Medium Charity Enquiry

If you would like to find out if you fit into this category, please complete the form below including as much detail as possible. If any items are unknown please enter N/A or contact us for further details.

1) Charity Information

Charity Full Name

Contact Name

Contact Email-Adress

Accounting Package Currenty Used

If you have members, do you require us to manage membership renewals? Yes No

Are You a current NCVO Member? Yes No

2) Please provide estimated monthly volumes for the following:

How many (supplier) invoices are received?

How many expense claims are submitted?

What is the average number of petty cash items?

Other Information

Current method of payment for invoices?

Are suppliers paid as per invoice credit terms? Yes No

Current method of payment for expenses?

Do you operate a purchase order system? Yes No

3) Sales Ledger / Receipts Information - Please provide estimated monthly volumes for the following:

How many sales invoices are raised for income?

How many membership invoices are issued (if relevant)?

Do you require debt management? Yes No

4) Treasury / Banking Information

How many bank accounts do you operate?

Do you require debt management? Yes No

Who are your main bankers?

Do you Bank Online? Yes No

5) Payroll

Do you require payroll services? Yes No

How many people are employed and paid a salary?

What date are employees paid?

Do you operate a pension plan? Yes No

6) Other

Are you VAT registered? Yes NO

Do you have an agreed VAT calculation with Customs & Excise? Yes No

How many journals are processed each month (if known)?

Our standard automated management pack includes management accounts against budget plus a summary aged debt and aged creditor report. Do you require further reporting? If so, this will add additional cost onto the contract.

What reporting do you require above our standard management pack?

Our outsourcing contract includes the production of the year end audit file and hosting of the audit. Additional support including the drafting of statutory accounts can be provided by our VFD service. Do you require this support?

Our VFD service provides support for trustee meetings, strategic planning, forecasting, budgeting and review and analysis of management information. How many days support do you require a month (if relevant)?

Related material

shared services, core benefits

Charity Business, Suite 37 - 40, Cherry Orchard North, Kembrey Park, Swindon, SN2 8UH, United Kingdom. Tel: +44 (0) 1793 554 200
About this site Legal information Company Registration No. 3852298 | Copyright Â© 2008 Charity Business. All rights reserved.

Top of page