Testimonials

"We cannot thank Mark Vallance at Accounting for Charities Trust enough for his expertise, wonderful service, and endless patience during the Xero training process - which has made our changeover to Xero so painless!   We know that Mark is always only a phone call away if we need help, and his back-up service is second to none. Many thanks to you Mark for looking after us so very well - we are now very happy new Xero users and Accounting for Charities Trust customers!

Anne Dunlop, Chairman-Management Committee, Karori Community Centre 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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