Gerrard Financial Consulting

at , Bristol, BS8 United Kingdom

Offers specialist charity and not-for-profit training, financial consultancy and accounting services across Bristol and the South West of England

Gerrard Financial Consulting

Bristol BS8
United Kingdom
Contact Phone
P: 0800 180 4201


The company was established by Jen Gerrard, one of a small number of niche charity-sector qualified accountants, after identifying a need for specialised, affordable, project delivery-focused services. With over fifteen years’ experience our background lies in a combination of charity and not-for-profit audit and accounting practice, together with tutoring of ICAEW, ACCA, CIMA and AAT students for the leading accountancy training provider in the UK. Our people bring real charity management experience, by way of trusteeships (past and present) across a wide range of charitable organisations. This has enabled us to develop an in-depth knowledge of what it means to operate in the charity and not-for-profit sector. We are sensitive to the needs of such organisations and understand the unique culture and aspirations which set Third Sector organisations aside from typically commercial businesses. Gerrard Financial Consulting’s passion and expertise enable us to advise on the increasingly complex financial reporting, legislative and regulatory requirements being faced by charities and not-for-profits. We are uniquely placed to provide efficient, cost-effective and focused support to suit the specific needs of our clients, which comprise: • Companies Limited by Guarantee • Unincorporated charitable associations and trusts • Charitable Incorporated Organisations (CIOs) For more information about our specific services shown below, please visit • Training • Consulting • Independent Examination and accounts preparation

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At Gerrard Financial Consulting we understand that the time given over to bookkeeping and expenditure-related administration could be better spent elsewhere in your organisation. Therefore, we’re pleased to announce our partnership with Receipt Bank, the award-winning accounting software add-on which removes the burden of data entry and gets rid of your boxes of paper. Our partnership with Receipt Bank is an example of how Gerrard Financial Consulting is continually taking advantage of new technology to help our clients improve their internal processes, giving them more time to focus on what matters!