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Strategic Finance, Business Advisory and Management Consultancy

Strategic finance, business advisory and management consultancy providing financial security and visionary growth to non-profit organisations. As a team of Chartered Accountants, we understand the importance of providing you with a range of modern services to complement traditional accounting services. We have specialist teams covering a wide range of expertise in Interim Management, Outsourced Finance Department, Financial Management, Audits, Tax Consultancy and Support Consultancy. We offer our clients a first-rate personable service, creating strong relationships and connections, and helping great businesses and individuals alike to navigate challenges successfully and take advantage of exciting opportunities.

Our Services

Our Services

Our services are designed to provide comprehensive financial and business solutions tailored to your specific needs. We offer a wide range of expertise in Interim Management, Outsourced Finance Department, Financial Management, Audits,  Tax Consultancy and Support Consultancy.

Financial Management

Interim Management

Looking for expert interim management solutions? We specialise in providing top-tier Interim Finance Directors, Chief Finance Officers, Chief Executive Officers, and Chief Operating Officers to meet your business needs. Whether it’s maternity and paternity cover or immediate leadership support, our experienced professionals are here to guide your organization through transitions seamlessly. Let us help you maintain stability and momentum during critical times.

Outsourced Finance Department

We offer a comprehensive specialised outsourced finance department, where we handle all your financial requirements with expertise and precision. Our dedicated team is committed to delivering tailored solutions that meet your unique needs, allowing you to on growing your business. Experience the peace of mind that comes with professional financial management. Let us be your trusted partner in navigating the complexities of finance.

Financial Management

Our Financial Management Support offers comprehensive services including the preparation of board and sub-committee financial reports, and regular cash flow reports. We specialise in negotiating funding facilities, producing annual budgets, and providing forecasts to ensure financial stability. Additionally, our team supports budget monitoring, prepares monthly management accounts and generates performance reports as needed. We also handle outsourced credit control services, maintain a professional finance, and ensure accurate bank and nominal ledger reconciliations alongside transaction processing for purchase and sales ledgers.

Tax Consultancy

We provide expert tax consultancy services to help you navigate the complexities of year-end tax, gift aid, and VAT. Our team of professionals is dedicated to maximizing your savings and compliance with all regulations. Let us take the stress out of tax season so you can focus on what really matters. Contact us today to learn more about how we can assist you!

Annual Accounts & Audits

Our team excels in managing both internal and external audits, ensuring compliance and accuracy throughout the process. We prepare the annual accounts in close collaboration with our external auditors, maintaining transparency and efficiency. Additionally, we handle all year-end adjustments meticulously to provide a clear financial picture for your organisation.

Support Consultancy

We specialise in effectively managing finance and operations teams, ensuring that your organisation runs smoothly. Our team keeps the CEO updated on relevant financial legislation and addresses any concerns that arise. With a focus on digital transformation we continuously review and update your financial systems and procedures, while also providing training to staff and volunteers to ensure compliance with best practices. Additionally, we offer assistance to the fundraising team to help achieve your goals.

Client Testimonials

Our experience with Waterloo Consulting has been exceptional. Their team provided valuable insights and support, helping us navigate complex financial matters with confidence.

John Paul

Executive Director, Rebuild Network

Ready to Explore Tailored Financial Solutions?

Get in touch with us to explore how our strategic finance and business advisory services can help your organisation thrive. Together, we can work towards achieving sustainable growth and ensuring your financial security. We look forward to collaborating with you!

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