Charity Founder / Chief Executive
At Keystone, we pride ourselves on working with your charity helping you make the best use of your financial resources and saving you time allowing you to focus on your core work. As well as taking care of your year end accounts, we provide monthly management reports providing you and your trustees with the information you need to make the right decisions for your charity.

As a social enterprise ourselves, all our services are priced as low as possible whilst still delivering an excellent service to yourself. And if you’re looking for one-off support, we also provide a Consultancy service.

CFO / Finance Manager
As CFO or Finance Manager, we provide you with the latest online accounting software allowing you can automatically categorise expenses, monitor your cashflow and raise invoices. You can also manage your Charity’s financials on the move with a free mobile app. If you’re unfamiliar with the accounting software, don’t worry, we provide full support to get you up and running including migrating your data into the software.

However, the accounting software is just the start. Keystone will complete your year end accounts, file Gift Aid claims as well as providing you with monthly management accounts you can use with your management team and trustees. And depending which service plan you choose, we can also file VAT returns, run your payroll and keep your bookkeeping up-to-date. Alternatively, we can provide you with the software only at 25% off RRP plus advice on how to implement.

Treasurer
As Treasurer your responsibilities could include the implementation of financial policies, ensuring proper accounting records are kept and chairing finance committee meetings. However, your specific responsibilities will depend on the size and complexity of the charity as well as the charity’s management team.

At Keystone there are multiple ways in which we can support you as Treasurer. If the charity’s management team has limited capacity for monthly financial management, you may want to consider discussing with us one of our service plan where we can take care of the bookkeeping, payroll and monthly reporting. Alternatively, if you’re a smaller charity and you play a more hands on role, we can provide you with market-leading accounting software at 25% off RRP.

Finally, our Consultancy service can support you with one-off pieces of work; for example, establishing a risk-management process, implementing a new finance system or creating key financial policies.

New Charity
At Keystone we can help guide you through the process of establishing a new charity from finding trustees to choosing a charity structure and writing your governing documents. The cost of this service will be refunded if you subsequently take any of our services plans allowing you to focus on growing the charity whilst we take care of the finances.

More information on setting up a new charity can be found on our Knowledge pages.

Charitable Foundation
If you are a foundation or trust providing funds to small and medium charities but believe those charities would benefit from additional financial support, one of our service plans may be the answer. We work with the charity’s management and trustees to ensure funds are properly accounted for and regularly reporting on the charity’s finances is available including year end accounts and monthly management reports.

We can also work with your organisation as a Partner providing free online and in-person training to the charities you support.