Move your organisation’s finance to Ardein without running the handover yourself.
Right now the switch sits behind the claim, the board pack and everything else.
Another quarter of answering funders from records you cannot check quickly costs you more than the move ever will.
Or read on to see how it works.
Why the switch keeps sliding to the bottom of your list
- Funder asks for evidence
- You email your accountant
- Days pass, records sit
- Answer misses the deadline
- Switching postponed again
- Same question next quarter
The handover is never the urgent thing, so it never gets done.
Ardein runs it instead. You approve the plan, and the records move while you carry on answering the board.
The questions funders ask while your move is still pending
These are the answers that decide whether the next claim and the next application go smoothly.
- Which restricted funds still have money left this quarter?
- Can you evidence where last year’s award actually went?
- Which salaries map to which grant this month?
- When will the next claim be ready to submit?
- What will trustees ask that you cannot answer today?
That makes everything downstream harder.
What moving providers looks like when somebody else runs it
Same day. From live numbers. With the reasoning.
You agree the plan once, then approve requests as they come to you.
- Day 1Handover plan agreed
- We contact your accountant
- Records collected and checked
- Responsibility map agreed
- Funders answered from the register
By the time the next claim is due, the information is already in one place.
What the first ninety days take off your desk
Four markers, each one an answer you can give without going looking for it.
- Before day one
The handover, run by us
We agree the plan, deal with your current accountant, request clearance and collect the records.
- Day 30
Restricted money is visible
Bookkeeping is complete, banks reconciled, and each award shows what is left against it.
- Day 60
Claims run to dates
Claims, payroll, evidence and reporting sit on a timetable with named owners.
- Day 90
Funders ask, you answer
The board pack and the funding register arrive on the agreed date each month.
The review costs a fixed fee and is credited in full
Sixty minutes with Gavin on your funding flows, restricted-fund visibility, evidence checklist and board reporting gaps.
One hour, your records open, straight answers.
You leave with a claims and reporting timetable and the priority actions for the next ninety days, whether or not you go ahead.
The handover itself carries no separate charge, and new capacity is capped at four clients a month.
Who this suits, and who should leave the calendar alone
Short and honest, so the review is worth the hour for both of us.
This fits if
- You are a registered CIC, charity or community organisation with grant or contract funding.
- Funders or your board are asking for evidence you cannot produce quickly.
- Your chief executive is doing finance as well as running the organisation.
- You want monthly board figures on a fixed date rather than an annual filing.
- You are willing to complete anti-money-laundering checks before work starts.
This is not for you if
- The organisation runs mainly on cash takings.
- The work depends on CIS-heavy construction activity.
- You want records presented in a way that is not compliant.
- Nobody can explain how the organisation actually runs or what it needs.
- You only want accounts filed once a year and nothing in between.
Two minutes. If it fits, you’ll book the review with Gavin.
Your finance can change hands this quarter without you running it
- Bookkeeping kept up to date
- Payroll run every month
- Claims and evidence ready
- Board pack on the date
You approve the plan, we move the records, and the reporting starts on an agreed timetable.
Think your funders should be getting answers this week?
Begin the reviewCapacity is four new clients a month, so the start date depends on when you ask.
See if your finance function fits your size / structure
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