Testimonials

"We are pleased to be able to recommend the work of the Accounting for Charities Trust carried out by Mentor/trainer Mark Vallance. I met Mark at a training day/workshop organised by the Upper Hutt Council and found him excellent with the material presented relevant and helpful.

I then contacted Mark to discuss the issues we were having with our financial accounting at Alzheimers Wellington and as a result we contracted him to install a new package Xero and train us in its use. This has been an outstanding success. We find the package easy to use and Mark’s instructions helpful. He has an excellent manner and our administrator, who was not fully confident with financial packages, loves the new programme and speaks highly of Mark’s patience and skills as a trainer.

I would like to think that more not for profit organisations could benefit from the work of the Trust. Mark’s fees are very low for voluntary organisations and the package Xero is also cheap to run and very easy to use. By funding the Trust you are really helping the not for profit sector in general. It is so important that the sector gets its finances right and is able to afford to contract someone of Mark’s ability".

Nigel Heard, Manager, Alzheimers Wellington Inc.

Our Services

Financial & Governance Services & Training

Accounting for Charities Trust will provide mobile mentoring/training services at a subsidised and affordable rate and these services include:-

  • Xero and MYOB accounting software setup, training and support.
  • Customised one-on-one financial management training to meet the needs of an organisation.
  • Provide governance advice to Boards and Trustees. We have developed a WOF self evaluation checklist for committees/Boards.
  • Strategic planning – assist your Not-For-Profit organisation in developing plans and planning for success.
  • Fundraising assistance including application report writing, and liaison with funding providors.
  • Workshops - 'Finance & Governance Training for Not for Profits'. We have run these popular workshops for community organisations for Hutt City Council, Porirua City Council, Volunteer Porirua, Kapiti Coast District Council, Volunteer Kapiti, Upper Hutt City Council, Horowhenua City Council, Auckland Council, and Masterton Safe and Healthy Community Council.
  • Health check of accounting systems/internal controls – we can review your systems on-site and provide ongoing training and support to increase your efficiency and compliance.
  • Setting up legal entities – charitable trusts/incorporated societies.

ISO Capability Mentoring

  • Accounting for Charities Trust is a registered ISO Capability Mentor for the MSD Investing in Services for Outcomes initiative - if you have received funding from MSD for a Capability mentor, please contact us.

Our Regions:

  • Lower North Island
  • Auckland
  • Hamilton

 

Offers:

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