Practical tools and templates to help you stay on top of your finances day to day, whether you’re tracking grant spending, recording income and expenses, or getting started with QuickBooks. Can’t see what you need? Get in touch, and I may be able to create it for you. Where required, each resource includes instructions on how to use it. Please let me know if you have any questions, and how it works for you.
N.B. The resources are meant to be viewed on a computer screen, and may not work from a phone
Business Income Planner
This template is designed to take the stress out of bookkeeping. It gives you a clear, structured way to record your income and expenditure, track different projects, and keep everything in one place.
Timesheet (Free)
Track Time Without the Hassle. Whether you’re recording staff hours, volunteer time, or project-specific work, this template gives you a straightforward way to do it.
COS Bookkeeping Template
This template is designed to take the stress out of bookkeeping. It gives you a clear, structured way to record your income and expenditure, track different projects, and keep everything in one place.
Cash in Hand Tracker (Free)
If you’re dealing with physical cash, it’s easy for things to slip through the cracks. This simple tracker gives you a clear, no-fuss way to record money in and out as it happens.
Grant Project Budget Tracker (Free)
This free tracker helps you log expenses, monitor spend against your approved budget line by line, and see at a glance what’s on track, what’s underspent, and what needs attention — all without accounting software.
QuickBooks Online Beginners Handbook
This guide walks you through everything you need to handle your day-to-day bookkeeping in QBO, written specifically for third sector organisations.
Xero Beginners’ Handbook — Third Sector Edition
A practical, plain-English reference guide for third sector organisations using Xero for the first time, or looking to use it more confidently. Written from real experience working with community organisations, development trusts, and charities.
Grant Budget Planner
If you’ve ever stared at a blank spreadsheet trying to work out how to present your project costs to a funder, you’re not alone. Pulling together a clean, credible budget is what trips most organisations up — not the idea itself.