Finance Team

You’ve read about who we are, and what we do. But what are the benefits of using the Holy Brook Finance Team for your charity?

Here you’ll find a rundown of the services we offer and how they benefit you.


It’s crucial your bookkeeping is up-to-date and accurate, but it’s a time-consuming task.   The Holy Brook team can shoulder the burden and get your records in order, giving you more time to make sure your organisation can thrive.


PAYE. NI. Auto-enrolment pensions. Payroll is vital to get right and make sure you are claiming the right allowances.

Having an internal payroll team means having to make sure they’re up to date with the latest
ever-changing HMRC regulations. Using a payroll bureau can work for some but you may not want to manage
the services separately from the rest of your finances.

Our team can help by taking care of the tax, NI, pensions and regulations for you so you can be
confident your staff will be paid correctly and on time.

VAT Returns

It’s important your VAT returns are filed correctly and all organisations now must manage ‘Making Tax Digital’.  Returns need to be completed accurately and on

time – so getting them right can be a worry.

By working with us we can help you be confident that your VAT returns will always be right without you having to go
through the hassle of doing them.  With our Holy Brook Team on your side VAT returns are one less worry.

Year End

Year-end is vital to ensure you file your accounts with the Charity Commission or Companies House or both.  You also need to make that if you need to file Corporation Tax, it’s right.

We can handle it for you.

We are also happy to work alongside your current team and either pick up the bookkeeping or provide the reassurance of an Independent Examination.

Accounts Administration

From dealing with receipts and accounts payable to expenses and invoicing the Holy Brook team can help you by keeping everything on track and organised.

Those bags of receipts will disappear too – replaced by up to date and tidy records.

Management Reports

Many of our clients value having a real time, summary report of their finances to review. The Holy Brook Team can help you make this possible. With access to real-time information about your finances, you’ll be equipped with to make the right decisions.

Finance & Business Strategy

The here and now is important – but so is the future of your organisation – whether it’s a charity, a social enterprise or a small business.

We can work with you to ensure you have a clear financial strategy to help your organisation
achieve its goals. Whether you need a business plan for grant givers, or you want to review your
pricing and organisational structure, we can help.

Xero Migration and Set-up

Holy Brook are a certified partner of Xero, a leading, cloud-based accounts software service.
We can set you up in Xero, taking your existing documents, whether you keep them in Excel or another accounting package and migrate them into one secure, easy access location.  We can also support Quickbooks and other software packages if you prefer.

You may need some or just one of our services.  We know that every organisation is unique so we will agree support that is tailored to suit your needs and budget.

Contact our founder Rachel Eden today for a free, no obligation conversation.