systeme.io
What We Offer
Everything your organisation needs
to thrive financially
From bookkeeping to training to practical tools — comprehensive financial support built specifically for charities and non profits.
Our Offerings
Services and resources that serve your mission
The Rose Ledger offers a carefully curated set of services and products designed specifically for the charitable sector. Whether you need hands-on financial support, practical tools for your treasurer, or training for your team — we have everything you need in one place.
Bookkeeping
Accurate, efficient and fully compliant bookkeeping tailored specifically for charities and non profits. Powered by AI workflows that deliver faster, more precise results — so your numbers are always current, clean and board-ready.
- Monthly financial statements and reporting
- Program profit & loss statements against budgets
- Board-ready financial reporting packages
- Cash flow monitoring and forecasting
- QuickBooks setup and management
- AI-powered workflows for speed and accuracy
- Year-end close and audit preparation
Staff Training
Tailored financial training for accounting staff working within charities and non profits. Build your team's capability, confidence and compliance — so your internal finance function becomes a genuine asset to your mission.
- QuickBooks training for non profit accounting
- Financial reporting and board presentation skills
- Budget management and variance analysis
- AI workflow integration and efficiency training
- Compliance and governance best practices
- One-on-one and group training formats available
- Ongoing support and follow-up coaching
Treasurer Toolkit
A comprehensive financial literacy and governance guide specifically written for non profit treasurers. Not just templates — genuine education on what to look for, what it means and what to do about it. Everything a treasurer needs to govern with clarity and confidence.
- Understanding your Balance Sheet
- Deferred revenue explained for non profits
- Accounts receivable ledger setup and management
- Class and program reporting
- Board reporting guides and templates
- Governance, compliance and audit preparation
- Checklists and practical tools
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Checklists & Resources
Downloadable financial checklists and resources designed for the unique needs of charitable organisations. Simple, clear and immediately usable — because your time belongs to your mission, not your paperwork.
- Month-end close checklists
- Board meeting financial preparation guides
- Grant reporting and tracking templates
- Audit readiness checklists
- Cash flow monitoring templates
- New financial year setup guides
- Treasurer onboarding checklist
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Investment
Choose the level of support
your mission deserves
These are our monthly bookkeeping packages, tailored to your organisation's size and complexity. Prices shown are starting points — every engagement begins with a discovery conversation to ensure the right fit.
The essential foundation. Accurate bookkeeping and core financial reporting for smaller charities getting their finances right.
- Monthly bookkeeping and reconciliation
- Monthly financial statements
- Basic board reporting package
- QuickBooks management
- Year-end close support
- Email support
Comprehensive financial support for growing organisations ready to deepen their financial governance and reporting.
- Program P&L statements against budgets
- Budget vs actuals tracking
- Quarterly financial reviews
- Cash flow monitoring
- Grant reporting support
- Priority email and phone support
Full-service strategic financial partnership for established organisations who want expertise, efficiency and genuine advisory support.
- Strategic financial advisory
- Full board reporting package
- Staff training and development
- AI-powered workflow integration
- Audit preparation and support
- Dedicated financial partnership
Not sure which package is right for you? Every great partnership starts with a conversation.
Ready to bring financial clarity to your mission?
Every organisation I work with begins with a no-obligation 15-minute discovery call. Let's find out if The Rose Ledger is the right fit for you.
Book a Discovery Call