FinancialManagement
Full service financial support and management to help your membership organisation go from strength to strength.
Finding the time and expertise to manage the varied financial tasks required is a duty many associations appreciatively outsource to CJAM. Our experienced team efficiently administers clients’ financial records including membership subscriptions, VAT returns, invoicing, management and year-end accounts.
What’s included
Transparent, accurate and efficient financial management
The smooth running of the association or charity’s finances allows for accountability and transparency, enabling the Executive Committee to monitor expenditure, report to the membership with confidence and make judgements based on sound evidence.
Invoicing
Membership subscriptions and supplier invoices processed and chased as part of day-to-day credit control.
Tax & VAT
VAT returns and tax administration handled by a qualified in-house team.
Statutory reporting
Compliant reporting in formats professionals and non-accountants can both understand.
Year-end accounts
Year-end packs prepared and audit liaison managed with your appointed accountants.
Management accounts
Regular packs so Treasurers and Boards can see the position clearly, in time.
Budgets
Annual budgets and forecasts that track against actuals through the year.
Charity accounts
Charity-specific reporting and controls, including restricted funds where required.
Multi-currency
CJAM manages multiple currencies across a large number of clients.
Xero (or your system)
Everyday tasks automated in Xero — or integrated with the platform you already use.
How we work
A considered handover, then steady delivery
Our team of dedicated representatives liaises with your members and stakeholders throughout, so the transition is invisible to the people who matter most.
Discovery
We map your chart of accounts, reporting cycle, banking and any charity or VAT constraints.
Transition
Ledgers, supplier records and recurring invoices move across with a documented cutover.
Delivery
Bookkeeping, credit control, VAT and management accounts run to an agreed timetable.
Insight
Treasurer and Board packs turn the numbers into decisions, not just compliance.
Finance and reporting
Governance-grade reporting, without a finance department of your own
We work directly with stakeholders, providing financial insight to facilitate their success. Diversity of client reporting requirements means our team can readily provide compliant reporting that both professionals and those unfamiliar with accounting can understand.
Services that work alongside this one
Talk to us about your finances
Whether you need a full outsourced finance function or extra capacity for year-end, we can show you how the service would sit alongside your Treasurer.