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TRIFINA

Stronger finances. Greater impact.

 

Specialist finance support for purpose-led organisations

You’re focused on making a difference—but your organisation also needs strong, sustainable finances.

That isn’t always easy.

You may be managing grants, restricted funds and different income streams. Cash flow may be uncertain. Payroll and statutory deadlines still need to be met. Trustees or directors need clear financial information, and funders expect accurate reports.

TRIFINA provides specialist finance support for CICs, charities and social enterprises.

Support can include bank reconciliations, payroll, management accounts, statutory reporting, financial planning, governance and practical support for the staff responsible for day-to-day finance.

Where an organisation needs a fully managed finance function, bookkeeping and transaction processing may also be included as part of an agreed service with clear financial controls, responsibilities and payment arrangements.

Whether you need support alongside your existing team or a more fully managed service, the approach will be shaped around your organisation.

Clear finances. Stronger governance. Sustainable impact.

Discuss your organisation

DOES THIS SOUND FAMILIAR?

  • Your financial records aren’t as accurate or up to date as they need to be.
  • Day-to-day finance tasks are inconsistent, unclear or dependent on one person.
  • You don’t have a clear view of your organisation’s financial position.
  • Income is restricted, uncertain or dependent on grants.
  • Trustees or directors receive figures without the explanation they need.
  • Cash-flow pressures make it difficult to plan confidently.
  • Year-end accounts and reporting deadlines feel overwhelming.
  • You need to balance financial sustainability with delivering your purpose.

Purpose-led organisations face financial responsibilities that aren’t always understood by general business advisers.

You need support that recognises the realities of grants, restricted funding, governance, reporting and social impact.

That’s where TRIFINA comes in.

HOW TRIFINA CAN SUPPORT YOUR ORGANISATION

Day-to-day finance and team support

Keep your financial records accurate, organised and up to date while ensuring that everyone understands their responsibilities.

Support may include:

  • Bank reconciliations

  • Payroll preparation and processing

  • Review of transactions and financial records

  • Oversight of finance processes and controls

  • Bookkeeping and Xero training for staff

  • Support for the people managing receipts and coding

  • Clear procedures for expenses, approvals and payments

Where TRIFINA manages the organisation’s complete finance function, the service may also include bookkeeping, transaction processing and payment management.

A fully managed service will be agreed separately and will require clear control over the finance process, access to the necessary information and appropriate approval arrangements.

Management accounts and reporting

Give managers, directors and trustees timely financial information they can understand and use.

Support may include:

  • Monthly or quarterly management accounts

  • Budget monitoring

  • Cash-flow reporting

  • Restricted and unrestricted fund reporting

  • Trustee, director and board reports

  • Clear commentary on financial performance

Year-end and statutory accounts

Meet your reporting responsibilities with properly prepared year-end financial information.

Support may include:

  • Statutory annual accounts

  • Year-end accounts preparation

  • Companies House reporting

  • Charity Commission reporting

  • Supporting schedules

  • Liaison with independent examiners or auditors

Planning and financial sustainability

Understand what your organisation needs to remain financially resilient and continue delivering its work.

Support may include:

  • Annual budgets

  • Cash-flow forecasting

  • Scenario planning

  • Reserves planning

  • Full-cost calculations

  • Financial sustainability reviews

Grants and funded projects

Manage funding confidently from application through to delivery and reporting.

Support may include:

  • Grant and project budgets

  • Monitoring expenditure against funding

  • Restricted-fund tracking

  • Project cash-flow planning

  • Funder reports

  • Understanding the full cost of delivery

Governance, systems and controls

Strengthen the financial foundations that protect your organisation, its funds and the people responsible for overseeing them.

Support may include:

  • Financial policies and procedures

  • Internal financial controls

  • Delegated-authority arrangements

  • Finance-system and process reviews

  • Reporting improvements

  • Support for directors and trustees

SUPPORT THAT FITS YOUR ORGANISATION

TRIFINA can work alongside your existing staff or bookkeeper, provide regular accounts and reporting, support a particular project or deliver a more fully managed finance function.

A fully managed service can include bookkeeping and payment management where TRIFINA has agreed responsibility for the complete process and appropriate financial controls are in place.

You don’t need to know exactly which arrangement is right before getting in touch. We’ll begin with what support you already have, where the gaps are and what your organisation needs.

 

Discuss your organisation

FINANCE THAT SUPPORTS YOUR PURPOSE

As a CIMA Fellow, I combine professional financial expertise with a practical understanding of the responsibilities and pressures faced by purpose-led organisations.

I know that the numbers are never just numbers.

They represent services, activities, commitments and the people and communities your organisation exists to support.

That’s why your financial information must be accurate, timely and relevant. It should help you meet your responsibilities, understand what needs attention and make informed decisions about the future.

I’ll explain what the figures mean, highlight potential risks and help ensure your financial systems and reporting support the work you are trying to achieve.

The aim is not simply to produce accounts. It is to give your organisation the financial clarity and confidence to create lasting impact.

LET'S STRENGTHEN YOUR ORGANISATION'S FINANCIAL FUTURE 

Strong financial management helps you protect services, meet your responsibilities and plan for the future with greater confidence.

Whether you need support for your internal team, reliable payroll and reporting, year-end accounts, help with funding or a fully managed finance function, let’s begin with a conversation.

Ready to make your organisation’s finances stronger and more manageable?

DISCUSS YOUR ORGANISATION 

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