Logo for Dan Bishop Finance featuring a pie chart and text.

Welcome!

I’m Dan, I’ve worked and volunteered in a variety of roles in the charity sector for a decade, and I support charities and churches with flexible, expert finance and governance support.

Whether you need additional expertise, more capacity, or just some assurance and external scrutiny, however often, then I’d love to help you - my services can be customised to suit your needs.

A man in glasses with short dark hair, wearing a gray suit, white shirt, and red tie with blue and white polka dots, smiling in front of a brown wooden wall.

These are the four areas of support commonly provided, but everyone’s needs are different and I’ll happily create a package of one of more of these areas to suit your budget, requirements, and existing resources.

Blue circle icon with a white British pound sign on top of a pile of coins.

Bookkeeping

Weekly or monthly

Including:

  • Receipt checking

  • Payment runs

  • Bank reconciliation

  • Monitoring of payables and receivables

Blue circular icon with a calendar showing the date 31, a line graph, and a spreadsheet with row and column data, indicating planning or scheduling.

Accounting & Reporting

Monthly or quarterly

Including:

  • Accounting adjustments

  • Gift Aid claims

  • VAT returns

  • Investment & cash flow analysis

  • Management reporting

  • Online meeting with your finance team

A graphic illustration of financial and data analysis tools, including charts, graphs, a calculator, and documents, within a circular blue background.

Year End Accounts

Including:

  • Accounting adjustments

  • Preparation of financial statements and notes to the accounts

  • Co-ordination of Trustees Annual Report

  • Charity Commission & CofE annual returns

  • Budget support

A clipboard with a checklist, some items checked off, and a rubber stamp.

Independent Examination

If I haven’t done your bookkeeping and you’re a smaller charity, I may be able to undertake your Independent Examination.

If I can’t do the examination, I can support you through the process.

Work desk with financial charts and graphs, a calculator, a pen, a pair of glasses, a cup of coffee, a potted plant, a pen holder with pencils, and a stack of black notebooks.

  • Payroll management

  • Support for Trustee/board/committee/PCC meetings

  • Systems review and implementation

  • Risk management, policies, and compliance

  • Training for your team

I can also help with:

What others say

“Dan has been an invaluable support to me in my role as Charity Treasurer. He’s flexible and able to scale his work to match the charity’s needs. His creativity in presenting and analysing financial data has made my role much easier, and his communication is consistently excellent.

I’d highly recommend Dan to any organisation looking for reliable, thoughtful and skilled bookkeeping, and charity finance support.”
— Charity Treasurer
“Dan has an exceptional ability to turn detailed financial work into clear, accessible updates that our trustees understand and value. His blend of professionalism, insight, and pastoral sensitivity has been a huge gift to our church.”
— Church Leader
“Dan’s support, knowledge and skill in not only numbers, but compliance too, mean frankly we’d be lost without him! He’s helpful, proactive, and we love working with him.”
— Operations Director
“Dan has provided fantastic freelance support with year-end preparation and bookkeeping for me at two different charities. He is highly knowledgeable, exceptionally organised and communicates clearly. I would highly recommend working with him.”
— Charity Trustee

    • I have extensive experience in charity finance and governance, as a Finance/Operations Director, trustee, and Treasurer.

    • I am technically detailed but always explain and report in plain English.

    • I take a proactive approach, spotting issues before they become problems.

    • For everyone's peace of mind, I provide references and hold comprehensive professional indemnity insurance.

    • I'll let you know if I'm not the right person for the job.

    • My fees depend on your requirements so you only pay for what you need and have budget for, whether this is one hour per month or several hours each week.

    • I am always transparent and don’t charge more than the agreed quoted prices without your agreement. All prices include VAT.

    • If additional work is needed outside our agreement, I'll flag it immediately and wait for your approval, before any extra charges are applied.

    • Payment is by invoice, with no automatic subscriptions.

    • If you need subscriptions for third-party services like bookkeeping or payroll software, and it's cheaper for you to manage them directly, I’ll give you this option.

    1. Get in touch for a free, no-obligation discussion.

    2. I’ll follow up with a quote for either a one-off project or a monthly arrangement.

    3. I'll start as soon as you're ready and keep you updated in the way that suits you best.

    For ongoing work

    • We'll use a simple, straightforward agreement

    • After three months (or at a time to suit you), we'll review everything together to ensure everything is working as expected.

Get in touch

If you’d like a free, no-obligation conversation or have a question, please fill in your details using this form and I’ll be in touch with you to arrange a chat or give you an answer!