SERVICES FROM CASSLEY OFFICE SOLUTIONS
Practical support when you need it
Most of the organisations I work with don’t have a dedicated finance person. They have someone who’s taken it on alongside everything else, and a system that’s grown up around them rather than being properly set up.
This is what I do: fix what isn’t working, set up what’s missing, and make sure the people responsible for the finances actually understand what they’re looking at.
How I help
Practical, down-to-earth support for organisations that want clarity, better systems, and the confidence to move forward.
Pricing is tailored to the organisation and scope of work. Get in touch to discuss what you need.
Finance Setup & Fixes
For organisations whose accounts are in a mess, set up incorrectly, or have never been properly structured. I work through the file, identify what’s wrong, and get it to a usable, accurate state.
This includes QuickBooks setup and review, chart of accounts, VAT configuration, and fund tracking.
Business Setup & Systems
For new organisations or startups that need to structure their finances from the outset.
I help you set up your systems properly, think through your pricing, and put the right processes in place, so you’re not fixing problems further down the line.
Financial Reporting & Systems
Reporting that works for you and your organisation, whether that’s for your board, an application, or a funder.
Restricted and unrestricted fund reporting, grant tracking, and Excel-based tools, where a simpler solution is the right one.
Grant Applications & Funder Reporting
Support with setting up and writing grant applications and the reporting that follows. I can help you put together budgets, present your finances clearly to funders, and write all sections of reports.
Making sure what you submit is accurate and makes sense to the people reading it.
Training & Practical Workshops
For organisations that want to build skills and confidence in-house. I deliver practical training and guidance on grant applications, funding requirements, policies and procedures, job descriptions, report writing, and other essential office systems.
Designed to be straightforward, useful, and tailored to the needs of your organisation, so your team can work more effectively and independently.
Troubleshooting & Advisory
Brought in when something isn’t working and you need someone to look at it.
A specific problem, a reporting deadline, an audit query, or a business decision you want to think through properly. I work with you to sort it rather than adding you to a long list.
Training Format
Tutor led, Teams or face-to-face, reading resources, etc
Group size
1-to-1 or small groups (up to 6 people)
Duration
Around 2–3 hours
Delivery
Remote or at your premises
Sessions can be run remotely or at your premises using your own systems and data where possible. In-person sessions include a travel and accommodation charge where required, always confirmed with you before booking.
Is Training Right for You?
Training works best where there’s a clear gap, someone new in a finance role, a team inheriting a confusing system, or trustees who need more confidence in understanding the accounts.
If you’re not sure whether training is the right fit, get in touch, and we can talk it through.