CFO support, accounting projects and reporting for organisations balancing programme delivery, funding commitments and accountability to boards, donors and members.
Who this is for
When the finance work has outgrown the current setup.
You may run several funded programmes, report to different stakeholders, or manage subscriptions and events alongside day-to-day operations. The aim is a reliable view of what has been spent, what is committed and what remains available.
01 / Reporting & accountability
Funds, programmes & projects
Organise the accounts around the way your work is funded and delivered.
Fund, grant and project reporting structures
Budget-versus-actual reports and cost allocations
Schedules supporting donor and utilisation reporting
A clear record of assumptions and unresolved items
02 / Planning & oversight
Cash, budgets & board reporting
Give leadership a useful view of funding timing, commitments and operating capacity.
Programme and organisation-wide budgets
Cash forecasts that distinguish restricted funds from available operating cash
Board and finance-committee reporting packs
Scenario planning for delayed funding or changing costs
03 / Accounting foundations
Clean records & workable controls
Resolve the accounting issues that make reporting slow or difficult to trust.
Backlog cleanup and balance-sheet reconciliations
Chart of accounts, project codes and system setup
Close routines, documentation and audit preparation
Membership dues, event income and related reporting for associations
Relevant project experience
A project audit for an international organisation.
An international organisation needed an Indian project audit and verified utilisation certificate for a six-month reporting period. This engagement forms part of Abhishek’s professional experience.
Our professional experience also includes work with UK nonprofit and US research organisations. For each engagement, the reporting requirements follow the organisation’s funding arrangements and existing professional advisers.
“Very professional chartered accountant. Abhishek is responsive, easy and straight forward to communicate with. I would especially recommend his services for an international organization like ours.”
Upwork client · 5/5 Project audit and utilisation certificate
A practical starting point
Begin with the reporting bottleneck.
A defined accounting project
Resolve a backlog, reconcile difficult balances, set up a reporting structure or prepare the schedules needed for an upcoming review.
Your organisation’s activities, main funding sources, current systems, reporting deadlines and the issue that needs attention. Detailed records can follow once the scope is agreed.
Practical questions
Before the engagement.
Can you support grant and programme reporting?
Yes. The agreed work can include fund and project reporting structures, budget comparisons, cost allocations and schedules supporting donor or utilisation reporting. The requirements follow your funding agreements and existing professional advisers.
Can you help an association with membership and event income?
Yes. Accounting and reporting can be organised around membership dues, event income, programme costs and the information needed by the board or finance committee.
Can we begin with a defined accounting project?
Yes. A backlog cleanup, difficult reconciliation, reporting setup or preparation of supporting schedules can be scoped as a separate project. Ongoing finance support can follow where useful.
Let’s start with the work you need.
Share a little about your organisation, the accounting issue or decision ahead, and your timeline. We can agree the right scope before work begins.