We’re proud to work with organisations that drive meaningful change.

Here are three case studies we love

Charity Financial Operations - Influenza

Financial Transformation for International Charity

A global charity dedicated to advancing scientific knowledge on respiratory viruses, organises large-scale international conferences. Managing the financial and logistical risks of these events requires careful planning and sound financial oversight.

Case Study 2: Implementing Cash Flow and Grant Forecasting

A charitable foundation supporting community initiatives through strategic grant-making. As with many grant-making organisations, they needed a precise view of cash flow to ensure timely payments to grantees, optimised treasury management, and strengthen financial decision-making at senior leadership, trustee and committee levels.

FinOps Partners - Finance Management

Case Study 3: Navigating ERP Transition and Year-End Audit Challenges

A UK life sciences company faced a challenging year-end audit following a comprehensive and technical ERP upgrade. The transition introduced a new system and shifted the chart of accounts which created multiple complexities during the year end audit. Ensuring compliance and navigating the audit required thorough coordination, technical accounting and systems expertise.

Charity Accounting Partners - Charity Accountants