Build a record index
List the accounting periods, ledgers, member schedules, bank statements, vouchers and existing reports. An index can connect each record to its period and approved storage location. Missing documents and inconsistencies are recorded for follow-up; missing approvals or minutes must not be reconstructed as if they were originals.
Prepare the financial reporting pack
Organise financial statements, collection summaries, expenditure schedules and open accounting questions for committee or general-body review. AGM and SGM support on this page concerns financial records and approved documents. Meeting notices, voting, quorum, legal validity and election management require separate assessment and are not implied by preparing the accounts.
Make a handover accountable
When the accountant or committee changes, agree a list of records received, outstanding items and responsible contacts. Reconcile the opening figures with the previous closing records. Preserve the source files and document unresolved questions so the incoming team can see what needs attention.
Agree access and storage
Use the society’s approved storage and document-exchange arrangements. Identify who may access member information and who approves copies or changes. This website does not provide a member portal or accept society documents through its enquiry form.
Before we begin
Does this include conducting our AGM?
This service prepares financial records and organises documents for review. Conducting a meeting, deciding its legal requirements or managing an election is not included by default.
Can you digitise every society record?
An agreed scope can organise the available electronic files and identify what needs scanning. Bulk scanning, storage provision and software implementation require a separate capability and cost assessment.
Agree the work before sharing records.
Tell us the period, approximate workload and the help you need. We confirm the records, responsibilities, review process and fees before accepting the assignment. Use the enquiry form for a brief description; document exchange is arranged separately.
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