Stop scattering your financial governance across half-finished spreadsheets and disconnected policies. This customisable package gives your organisation a genuine, end-to-end financial system, covering the principles, the day-to-day procedure, who can approve what, and the practical tools your team actually needs to use every week.

Simply personalise the placeholders to reflect your organisation's structure, and you'll have a complete, ready-to-use financial governance system in place fast.

Here's what you'll get:

A fully editable Word and Excel package covering:

• A Financial Management Policy setting out your governing principles, roles, budgeting and risk approach
• A comprehensive Financial Reporting & Records Procedure, covering banking, petty cash, invoicing, fraud reporting, grant-funded expenditure, and audit obligations
• A Financial Delegations of Authority quick-reference table, consolidating every approval threshold in one place
• A ready-to-use Reimbursement / Expense Claim Form
• An Excel Petty Cash & Expense Log with built-in monthly reconciliation

🚀 Give your organisation a complete, professional financial governance system, without the consultant price tag!

Learn how to develop a revenue strategy that genuinely fits your organisation, without paying a coach or consultant to do it for you. This package includes practical examples, a step-by-step workbook, and a companion Excel tracker to help you develop, customise, and monitor your plan, so you can boost revenue, manage risk, and build long-term sustainability for your small business or not-for-profit.

You get a comprehensive guide, workbook, and tracker covering:

• Understanding your financial position and cashflow forecasting
• How and why to mitigate risk through diversification
• Seven core revenue categories, with real examples for each
• Additional revenue channels worth considering, including individual giving, bequests, crowdfunding, and e-commerce
• Not-for-profit tax and compliance considerations before committing to a new commercial revenue stream
• Business compliance considerations, GST, consumer law, and insurance implications of new revenue streams
• Performance indicators, timelines, and strategy alignment
• A companion Excel tracker to log, monitor, and total your revenue ideas automatically as your plan develops

Build a strategy that fits your organisation, and keep it on track as it grows.