Services
Finance support built for charities
From a single training session to an ongoing finance partnership. Every service is scoped with you and quoted as a fixed fee before any work starts.
Bookkeeping and finance management
Four levels of monthly support, all built around charity fund accounting, bank reconciliation and annual accounts.
| Level | Best for | What is included |
|---|---|---|
| Bronze | Small charities with simple expenses | Expense posting, supplier invoices, monthly bank reconciliation, HMRC queries and basic annual accounts. |
| Silver | Charities with several income streams | Everything in Bronze, plus full income posting (grants, donations, events, online platforms), trustee meeting support and quarterly management reports. |
| Gold | Charities with partners or complex donor agreements | Everything in Silver, plus partner finance monitoring, donor finance reports and contract compliance checks. |
| Platinum | Charities with staff and complex payroll | Everything in Gold, plus full monthly payroll, pensions, HMRC payments and year-end payroll returns. |
Add-ons: payroll for any level, management accounts, VAT returns and Gift Aid claims. Ask for a quote.
Independent examination
For charities with income above £40,000 and up to the £1.5 million audit threshold. Fixed fees by income band, with a quote the same day.
Independent examination explainedFinance director support
Board-level financial oversight, budgeting, reserves and funder negotiations, without the cost of a full-time hire. Ideal for charities that are growing or managing several funders.
Discuss your needsSORP 2026 and compliance
Practical reviews that tell you where you stand and what to do next.
SORP 2026 transition review
A review of your current accounts and systems against the new SORP for your tier, with a written transition plan and timeline.
Try the free Navigator firstFinance assessments
A facilitated Finance Foundations Review with a written gap analysis, or a full assessment of your statements, systems, fund management and governance.
Start the free reviewFunder portfolio reviews
For funders and umbrella bodies: the Finance Foundations Review run across your grantees, with a comparative report and recommendations for support.
Partner with usSoftware and training
Jargon-free training for finance staff, trustees and programme teams, remotely or in person.
Xero and QuickBooks
- Set-up or migration from spreadsheets
- Charity chart of accounts and fund structure
- Historical data migration
- Staff training and handover
Training topics
- Finance for trustees
- Budgeting and cash flow
- Grant management and restricted funds
- Internal controls and fraud prevention
- SORP 2026 for charity staff
Funding support
- Grant budgets and budget reviews
- Financial narrative for applications
- Donor report templates
- Financial sustainability planning
“After a series of consultations [with AWB], we've implemented a new management reporting system that provides clear, actionable insights.”
“The fact that [AWB] could provide this crucial training in both English and Arabic was a huge asset, ensuring everyone fully grasped the concepts.”
Rated 5.0 out of 5 from 13 client reviews. Read all reviews.
Talk to us about your charity's finances.
A free, no-obligation 30-minute call. We will tell you honestly whether we are the right fit.