Move your organisation’s finance to Ardein without running the handover yourself.
Today that move sits with you, on top of the claims and the board pack.
Chasing records from a previous provider costs weeks the funder deadline does not give back.
Or read on to see how it works.
Why most finance moves stall somewhere between the decision and the records
- You decide to move
- You chase the records
- Old provider goes quiet
- Claim deadline arrives
- You do finance yourself
- The move is postponed
The decision is easy, and the handover is the part that stalls it.
So the organisation runs another funding year on a setup it has already outgrown.
The questions your board asks that today’s setup cannot answer
Before anything moves, look at what the current numbers already cannot tell you.
- Which awards are fully spent, and which are not?
- Can you evidence last year’s grant before Friday?
- Which salaries map to which restricted funds?
- Is this contract covered, or subsidised by reserves?
- Who holds your records if you left today?
That makes everything downstream harder.
The other way to move, where the handover is not yours
Same day. From live numbers. With the reasoning.
Ardein deals with the outgoing accountant or bookkeeper while you carry on running the organisation.
- Day 1you hand over contacts
- Ardein requests the records
- Clearance and transfer handled
- Responsibilities mapped in writing
- Funders answered from the register
You keep your attention on the organisation while Ardein handles the paperwork.
How the handover runs while you keep running the organisation
Four markers, from the first call to the month the board stops waiting.
- Before day one
The handover plan agreed
We agree scope, complete due diligence and AML checks, and time the transfer around your year end.
- Day 30
Records in, foundations clean
Bookkeeping complete, banks reconciled, and funding awards checked against income received line by line.
- Day 60
Claims and reporting on a timetable
Payroll, claims and board reporting run to agreed dates, with who does what written down.
- Day 90
Funders ask, you answer
The evidence pack and board figures arrive on the same agreed date each month.
The review costs a fixed fee and is credited in full
Sixty minutes with Gavin on your funding flows, restricted funds and board reporting.
It is a working review of your evidence, with the reasoning explained.
You leave with an evidence checklist, a claims and reporting timetable, and the priority actions for the next ninety days, whether or not you go ahead.
The handover from your current accountant or bookkeeper is managed by Ardein at no separate charge, and capacity is capped at four new clients a month.
Who this handover works for, and who it does not
Two minutes of honesty here saves both of us a meeting.
This fits if
- You are a CIC, charity or community organisation with grant or contract income.
- You already have an accountant or bookkeeper and want the move handled for you.
- Funders want evidence of where restricted money went, in a form you can send.
- Your board asks questions in the meeting that nobody can answer in the meeting.
- You want a monthly funding register rather than accounts that arrive after the year.
This does not fit if
- You want the year-end filing only, with nothing in between.
- You run a cash business, which we do not take on.
- Your income depends on CIS construction work.
- You will not complete AML and due diligence checks.
- Nobody in the organisation can explain how it actually operates.
Two minutes. If it fits, you’ll book the review with Gavin.
Four things that change once the handover is somebody else’s job
- Answer the funder this week
- Show where restricted money went
- Board figures before the meeting
- Claims submitted on the timetable
The move is managed for you, and by day ninety those four are routine.
Think your numbers should be answering this?
Begin the reviewCapacity is capped at four new clients a month.
See if your finance function fits your size / structure
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