Example Services for Charities
Charity 1
This charity wanted to implement Sage 50 Accounts to improve the control of their accounts.
BAS worked with the client and their accountant to configure Sage to meet their needs using
the special charity functionality provided by Sage, including:
- managing Restricted and Unrestricted funds
- producing the Statement of Financial Affairs (SOFA) report
- providing reports on Gift Aid donations
BAS trained the admin staff in Sage and the training material used is now a helpful guide to their
use of the system.
BAS now provide Sage
support for the charities' admin
staff and also provide them with a
payroll service.
Liz is invaluable to us. Her quiet, competent handling of every query and every situation has deflected numerical and financial panic on many occasions.
Tym Soper - Manager, Oxfordshire Playbus
Charity 2
This charity already used Sage 50 Accounts, but it had evolved over the years and needed a review. BAS
reviewed the reporting needs, created a new chart of accounts and modified the existing reports.
Now they are back on track with timely monthly reports that they can rely on.
BAS now provide the client with on-going
bookeeping services for
one day per week.
When Liz arrived the bookkeeping system was in need of a complete overhaul, a task that she undertook in a very
professional and timely manner. We now have a very reliable and transparent system that allows us to manage our finances,
while fulfilling all of reporting responsibilities, with the minimum of effort.
I wouldn't hesitate to recommend Liz if you require a freelance bookkeeper.
David Baker - Chief Executive, Kids Out