Gerrard Financial Consulting

Gerrard Financial Consulting Our people bring real charity management experience, by way of trusteeships (past and present) across a wide range of charitable organisations.

Offers charity specialist advisory services and support around improving finance system workflows, financial governance frameworks and understanding charity accounting and finance regulations The company was established by Jen Gerrard, one of a small number of niche charity-sector qualified accountants, after identifying a need for specialised, affordable, project delivery-focused services. With o

ver twenty-two years’ experience our background lies in a combination of charity and not-for-profit audit and accounting practice, together with tutoring of ICAEW, ACCA, CIMA and AAT students for the leading accountancy training provider in the UK. This has enabled us to develop an in-depth knowledge of what it means to operate in the charity and not-for-profit sector. We are sensitive to the needs of such organisations and understand the unique culture and aspirations which set Third Sector organisations aside from typically commercial businesses. Gerrard Financial Consulting’s passion and expertise enable us to advise on the increasingly complex financial reporting, legislative and regulatory requirements being faced by charities and not-for-profits. We are uniquely placed to provide efficient, cost-effective and focused support to suit the specific needs of our clients, which comprise:
• Companies Limited by Guarantee
• Unincorporated charitable associations and trusts
• Charitable Incorporated Organisations (CIOs)

For more information about our specific services shown below, please visit www.gerrardfc.co.uk:
• Training
• Consulting

21/12/2021

We are now taking a festive break and are therefore closed until Wednesday 5 January.

If you're a using Virgin Money Giving and have fundraising/events planned beyond 30/11/21, you will need to find an al...
26/08/2021

If you're a using Virgin Money Giving and have fundraising/events planned beyond 30/11/21, you will need to find an alternative platform for this activity as Virgin Money Giving will no longer accept donations after this date, due to closure - announced today. Don't get caught out, start exploring alternative platforms today.

Read more here

We have made the decision to close Virgin Money Giving (VMG) later this year. A subsidiary of Virgin Money, VMG was created 12 years ago when Virgin Money began its sponsorship of the London Marathon. This year the sponsorship comes to an end. As a result VMG will stop operating on 30 November 2021....

To speak to us about how we can help your charity transition to a paperless bookkeeping and electronic expense claim aut...
03/08/2021

To speak to us about how we can help your charity transition to a paperless bookkeeping and electronic expense claim authorisation system, schedule a Discovery Call today (click here https://go.oncehub.com/JenGerrard) and join us for an informal (virtual) chat over a cuppa.

Intuit are upgrading their banking connections with NatWest/ RBS, Lloyds and HSBC. To complete the upgrade, QBO users wi...
24/06/2021

Intuit are upgrading their banking connections with NatWest/ RBS, Lloyds and HSBC. To complete the upgrade, QBO users will need to reconnect their bank accounts to their QBO bank feeds by 31 July 2021.

Intuit will email all QBO users and give one month's notice, however why not take a look now at Intuit's step-by-step guide to upgrading.... don't leave it until the last minute!

Our direct feed connections for HSBC, NatWest, RBS and Lloyds are being updated to be more accurate, giving you enhanced speed and smart ways to manage your money. If you've been informed about an upcoming change to your connection, or if you see the error message below, you'll need to reconnect ...

Hot off the press, here's our Spring 2021 Newsletter. Review our roundup of the latest accounting, taxation and govern...
13/04/2021

Hot off the press, here's our Spring 2021 Newsletter. Review our roundup of the latest accounting, taxation and governance issues affecting charities across the United Kingdom, including guidance on managing the impact of COVID-19
https://bit.ly/3wPouAL

Struggling to monitor/budget for your remotely?We're offering Online & for £5pm (for 12m) to the 1st 25 to get in ...
18/01/2021

Struggling to monitor/budget for your remotely?We're offering Online & for £5pm (for 12m) to the 1st 25 to get in touch. Click here & pop "2021FINANCES" in the 'any other info' box to get started today https://gerrardfc.co.uk/contact/

New Year, new lockdown! Struggling to monitor/budget for your remotely? We're offering QuickBooks Online (QBO) & for ...
11/01/2021

New Year, new lockdown! Struggling to monitor/budget for your remotely? We're offering QuickBooks Online (QBO) & for £5pm (for the 1st year) to the 1st 25 to get in touch. Follow the link, provide your details & pop "2021FINANCES" in the 'any other info' box to get started today. A member of the team will be in touch.
NB: For charities not already subscribed to QBO only
https://gerrardfc.co.uk/contact/

We are now closed for a festive break, returning to work on Tuesday 5 January 2021. May the New Year bring you good heal...
17/12/2020

We are now closed for a festive break, returning to work on Tuesday 5 January 2021. May the New Year bring you good health, joy and laughter! In the meantime, until we meet again....

You wanna wish someone a Feliz Navidad? Stick your face in THIS!

Address

Bristol
BS407RA

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm

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