Training & financial management support

Our specialised training equips your team with the skills and knowledge to manage finances effectively, supporting your organisation's long-term sustainability.

Our service

We provide practical, sector-specific financial management training designed to empower charity staff and trustees, building confidence and competence in financial decision-making.

“Thank you for the balance sheet video, even when using the system for so long it is still nice to have a refresher and really enjoyed this over my morning brew.”
The John Godber Centre

What’s included

  • Problem-solving issues and tidying records.

  • Budgeting and financial planning advice.

  • Tailored financial management workshops.

  • Governance and financial reporting guidance.

  • Pretty well any support you need to manage your finances well.

How we work

  1. Our team are available whenever you need them.

  2. Simple, transparent pricing system.

  3. Development of personalised training plan.

  4. Ongoing support and resources.

  5. Online screen sharing sessions.

Who we work with

We support staff, trustees, and volunteers across the UK, from small community groups to larger organisations seeking to enhance their financial management capabilities.

Registered charities

  • Focus on building long-term financial sustainability.

  • Improving financial procedures and reserves policies.

  • Making sure your systems give you what you need.

Community Interest Companies

  • Budgeting and cashflow forecasting.

  • Support for complex funding structures.

  • Training in any aspect of financial management.

CASBA

CASBA is the longest established advocacy organisation empowering people with learning disabilities in Birmingham.

“Through Enhance Lloyds Foundation support, John helped us improve our financial management, reporting and forecasting. As a small charity, if we can save time and do a better reporting job for our funders and donors, then this enhances our ability to demonstrate the difference we make. And this is vital. He was wonderful to work with, we learnt so much and we are putting it all into practice. We are stronger, more resilient, we know our numbers and we can make better decisions quicker because of the work we have done together.”

Pricing

As a charity ourselves, we offer affordable training solutions. Our pricing includes workshop packages, individual coaching sessions, and tailored training programs.

We aim to make high-quality financial education accessible, ensuring your team can develop the skills needed to support your organisation's financial health without significant financial burden.

Can training be delivered online? 

Yes, we offer both in-person and online training using Microsoft Teams to suit your charity's preferences and logistical needs.

Frequently asked questions

What experience do your trainers have? 

Our trainers are qualified accountants with extensive charity sector experience, providing practical, real-world financial management insights.

How long are the training sessions? 

One-to-one calls with our team can be booked from as little as 15-minutes for troubleshooting sessions, up to 2-hours for training sessions.

Can I speak to the same person each time? 

Yes, our booking system allows you to choose who to work with. This is especially useful if you are booking multiple sessions.

Request a quote

Want to build your team's financial confidence? Contact us to discuss how our training can support your organisation's financial management.