Oversight Retainer
Ongoing, light-touch oversight: a monthly controls review, a summary your board can read in five minutes, and policies kept up to date.
£450 a month
Three-month minimum. Monthly by direct debit or standing order.
Who it's for
Is this right for you?
- Organisations that have acted on a Health Check and want to keep on top of it
- Treasurers and finance leads who want an independent second pair of eyes each month
- Boards that want consistent, readable oversight reporting
Timeline
Starts the month after sign-up
Two tiers
Choose your level
Essentials
£450 a month
- Monthly controls checklist review
- One-page oversight summary
- Policy upkeep
- Email support
Plus
£750 a month
- Everything in Essentials
- A trustee or management pack each month
- A 60-minute call each month
- One small tool tweak each quarter
Questions
Frequently asked
Can we change tier?
Yes, at the end of any month after the first three.
Is this an outsourced finance function?
No. We do not do bookkeeping, accounts preparation or tax. The retainer is about controls and oversight, and works alongside your bookkeeper or accountant.
Start with five minutes, not a big project
Take the free Self-Check to see where you stand, or book a Health Check for a clear, independent view and a 30-day plan.