It was a recommendation from another client that led me to a request from a local charity, Devon Link-Up, requesting bespoke training for a member of staff on the SAGE Line 50 Accounts package.
Devon Link-Up is a charity organisation based in East Devon and provides independent social, educational, advocacy and befriending services to the learning disabled community.
At our initial meeting I determined the individual needs and tasks that were expected to be completed. This covered basic data input, bank reconciliation, department & nominal code analysis, journals, producing quarterly Management Accounts and linking the SAGE Payroll with the SAGE Accounts. |
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This bespoke training gave the charity the opportunity to enable the employee to get the best out of the software package to suit the needs of the organisation. This addressed the issues and tasks that is required by the organisation to work more efficiently and produce Management accounts for the Trustees.
During the process of the training there were several other elements that were finely tuned to bring greater efficiency and time saving on the already stretched resources.
Offering my services on a “flexible pay as you go” basis this gave the charity control over the expenditure. |