Finance & funding

CEIS provides a comprehensive range of financial services for Third Sector organisations throughout Scotland irrespective of their size or location. We specialise in supporting organisations that do not have adequate in-house accounting skills capable of providing the analysis necessary to effectively control and manage the financial aspects of their business.

Our highly-skilled and experienced team of advisors deliver specific management & financial accounting services aimed at increasing the financial competence of organisations. We provide specialist services in the following areas:

Financial planning

  • Construction of detailed and phased income and expenditure forecasts/projections
  • Cash forecasts/projections
  • Annual Budgets
  • Product costing on a full-cost recovery analysis
  • Service pricing & pricing strategies


Construction of internal reporting & management information systems

  • Book-keeping
  • Accounting system installation
  • System account coding for management accounts
  • Set-up of periodic reporting systems for income & expenditure and cash flow


Periodic accounting support

  • Set-up and implementation of robust financial procedures
  • Production of monthly/quarterly management accounts
  • Cash book update
  • Credit control procedures and implementation


Board services

  • Independent examination and interpretation of accounts
  • Independent and impartial reporting to boards
  • One-off and ad-hoc assignments
  • Due diligence
  • Financial recovery


Financial training

CEIS deliver finance training programmes and sessions tailored for individual clients. We have provided finance training on behalf of the Scottish Government since 2010 under a number of programmes, more recently the Just Enterprise programme. We cover a wide variety of subjects including:

  • Budgeting for income & expenditure and cash requirements
  • Adapting your budget for funding applications
  • Costing & pricing your services
  • Financial ratios & margin analysis
  • Adequate accounting controls and procedures

How can we help?

Read our customer case studies

If you feel our advisors can assist in any aspects of finance and funding, contact us online or call Emma Stratton on 0141 425 2900.

To see how else our business advisors can support your business, click here

To view upcoming workshop dates, click here

To find out if your social enterprise is eligible for free support through the Scottish Government’s Just Enterprise programme, click here

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