One-to-One coaching and support for charity finance staff

Working in charity finance often feels like speaking a secret language that few understand. Whether you are a solo Bookkeeper, a Finance Manager, or a Volunteer Treasurer, you face the challenge of managing restricted funds, donor compliance, and year-end pressures—often without a safety net. When you encounter a technical problem or a strategic question, software manuals fall short, and non-finance colleagues may not have the answers you need.

That is why our new service has been created specifically for charity finance professionals: One-to-One Supervision and Coaching. This support goes beyond spreadsheets and software tutorials to provide tailored guidance that meets the unique demands of charity accounting.

The specialist support you’ve been missing

This service is not just another training course. It offers a dedicated partnership that bridges the gap between day-to-day bookkeeping and strategic financial oversight. The approach combines technical mentorship with professional coaching to help you manage both the emotional and analytical challenges of your role.

Here is how this support can help you:

• Technical Mentorship

A confidential space to review complex transactions, fund accounting questions, or year-end preparations before auditors arrive. This helps you avoid costly mistakes and gain confidence in your work.

• Software Mastery

Whether you use QuickBooks or Xero, you can move beyond clunky spreadsheets or disorganized charts of accounts. The coaching helps you set up your software so it works efficiently and supports your reporting needs.

• Combatting Isolation

Many charity finance roles, especially in small to medium organizations, can feel lonely. Regular check-ins provide a financial expert’s perspective and a chance to discuss challenges with someone who understands your language.

• Treasurer Coaching

New or overwhelmed Treasurers often struggle with their responsibilities. Coaching helps them understand liabilities, reporting duties, and how to present clear, accurate financial data to the Board.

One-to-One coaching session for charity finance professionals

Why One-to-One coaching makes a difference

Charity finance is complex. Unlike commercial accounting, it involves managing restricted funds, complying with donor requirements, and often working with limited resources. Many finance professionals in charities wear multiple hats and lack access to expert support.

One-to-one coaching offers:

• Personalized Guidance

Unlike generic training, coaching adapts to your specific challenges and goals. Whether you need help with a tricky fund accounting issue or want to improve your financial reporting, the sessions focus on your needs.

• Building Confidence

When you understand your role better and have a trusted advisor to turn to, your confidence grows. This helps you communicate more effectively with trustees, CEOs, and auditors.

• Practical Problem Solving

Coaching sessions focus on real problems you face. For example, if you struggle with reconciling restricted funds or preparing for year-end audits, you get step-by-step support to resolve these issues.

• Long-Term Skill Development

Beyond immediate fixes, coaching helps you develop skills that improve your work over time. This includes mastering software, understanding financial regulations, and managing relationships with stakeholders.

Examples of How coaching supports charity finance professionals

Consider these typical scenarios where one-to-one coaching can make a real difference:

• A Volunteer treasurer new to the role

They feel overwhelmed by financial reports and unsure about their legal responsibilities. Coaching helps them understand key concepts, prepare clear reports, and feel confident presenting to the Board.

• A Finance manager struggling with software setup

Their charity recently switched to Xero but the Chart of Accounts is messy, causing reporting errors. Coaching guides them through cleaning up the accounts and automating processes to save time.

• A solo bookkeeper facing complex fund accounting

They need to track multiple restricted funds and ensure compliance with donor conditions. Coaching provides a safe space to review transactions and get advice before finalizing reports.

How to get started with One-to-One support

If you work in charity finance and feel isolated or stuck, this coaching service can provide the support you need. Here are some steps to begin:

• Identify your main challenges or goals. Are you looking for technical help, software guidance, or strategic coaching?

• Schedule an initial session to discuss your needs and how the coaching can help.

• Commit to regular check-ins to build a trusted relationship and ongoing support.

• Use the coaching sessions to ask questions, review your work, and develop your skills.

  
  

Supporting charity finance professionals with tailored one-to-one coaching helps unlock their potential and strengthens the financial health of their organizations. If you want to move beyond spreadsheets and manuals, and gain a partner who understands your unique challenges, this service is designed for you.

For more information or a discovery call contact: info@gennyjonestraining.com