Finance Count, is a financial management benchmarking tool tailored specifically to the needs of the third sector, designed in partnership with the Charity Finance Directors Group and led by a Steering Group of Finance Directors.

To join the study or order your reports CLICK HERE

There are two ways that organisations can be involved, as a participant and as a non-participant.

Participants complete the on-line questionnaire and receive:

• Bespoke organisation executive summary looking at improvement opportunities
• Colour-coded organisation scorecard
• Sector-wide Report
• Detailed Statistics Report
• Drill down Reports
• 1-1 telephone consultation
• Online access to our benchmarking database for 12 months

Non-Participants do not complete the on-line questionnaire and receive:

• Sector-wide Report
• Detailed statistics Report

Over 140 organisations of different sizes and sub sectors have been involved over the past 2 years, representing almost 15% of the third sector workforce.

By taking part in the study you can get a clear picture of how the financial processes in your organisation compare with those in other voluntary and community organisations. This provides a powerful, tailor-made tool which you can use to contribute to performance improvement. The reports also contain case studies on good practice from high performing organisations involved in the study.

Benefits experienced:

• Provides early warning signs of potential issues
• Gives reassurance for what is already working well
• Helps determine priorities for action
• Provides evidence to support change
• Useful in setting meaningful and realistic targets
• Enhances your ability to report back to management and trustees
• Gain new insights on good practice and how to achieve it

Key topics covered include:

• Transaction processing: purchasing, the purchase ledger, expenses, payroll and income processing
• Internal and external reporting and use of performance management techniques
• Control and decision support: planning, budgeting, cash and treasury management, and public service delivery
• A look at the finance function in detail: staffing levels, qualifications, training, effectiveness, leadership and planned changes
• Central function costs, trading and investment management.

To join the study or order your reports CLICK HERE