• Auckland Council

    It has been a pleasure to work with Mark Vallance and Accounting for Charities Trust for the last 3 years.

    The Trust has provided support and training to community organisations in the Maungakiekie-Tamaki Local Board
    area which included organisational ‘health checks’ and also, capacity workshops around financial management
    and governance.

    I would recommend the Trust and its services.

    - Gina Tupou, Senior Community Development Facilitator, Auckland Council
  • Maungarei Community Christian Trust

    We would like to thank Accounting for Charities Trust for the amazing work they did with our Board of Trustees on facilitating the governance self evaluation exercise.

    Our Board have a fuller picture of what now needs to be attended to, so that we ensure we achieve better governance performance.

    - Darrell Stretch, General Manager
  • Alzheimers Wellington Inc

    We are pleased to be able to recommend the work of the Accounting for Charities Trust carried out by Mentor/trainer Mark Vallance. I met Mark at a training day/workshop organised by the Upper Hutt Council and found him excellent with the material presented relevant and helpful.

    I then contacted Mark to discuss the issues we were having with our financial accounting at Alzheimers Wellington and as a result we contracted him to install a new package Xero and train us in its use. This has been an outstanding success. We find the package easy to use and Mark’s instructions helpful. He has an excellent manner and our administrator, who was not fully confident with financial packages, loves the new programme and speaks highly of Mark’s patience and skills as a trainer.

    I would like to think that more not for profit organisations could benefit from the work of the Trust. Mark’s fees are very low for voluntary organisations and the package Xero is also cheap to run and very easy to use. By funding the Trust you are really helping the not for profit sector in general. It is so important that the sector gets its finances right and is able to afford to contract someone of Mark’s ability.

    - Nigel Heard, Manager, Alzheimers Wellington Inc.
  • Pakuranga Counselling Service

    Our Board of Trustees would like you to pass on to MSD how privileged we feel having been given the funding for ISO Mentoring, and the opportunity to work with Accounting for Charities Trust and your Auckland based mentor/trainer, Simon Barnes.

    Simon epitomises the professionalism of your organisation – he has extensive business and Not-for-Profit experience and has strong Christian values.  Simon was very thorough in all that he did and he has spent considerable time talking to, interviewing, and meeting with various departments and the Board.

    We could not recommend Simon highly enough. It has been a delight working with him and his willingness to pass on his expertise. He has gone above and beyond what we expected, and we have already implemented most of his recommendations.

    We would like to thank you, and have appreciated the opportunity to work with your organisation.

    - Sylvia Holliday, Director, Pakuranga Counselling Centre
  • Karori Community Centre Inc

    We cannot thank Mark Vallance at Accounting for Charities Trust enough for his expertise, wonderful service, and endless patience during the Xero training process – which has made our changeover to Xero so painless!   We know that Mark is always only a phone call away if we need help, and his back-up service is second to none. Many thanks to you Mark for looking after us so very well – we are now very happy new Xero users and Accounting for Charities Trust customers!

    - Anne Dunlop, Chairman-Management Committee, Karori Community Centre Inc.
  • JTD Solutions Limited

    I know lots about community social work and supporting teenagers who are deemed at risk and their families. I love working with my clients and engaging with them in supporting them to overcome their challenges.  I also know lots about theories and models of community social work and how I want to practice, which lead me to fulfilling a dream of establishing my own social work organisation; Jtd Solutions ltd.  However I know very little about business, or setting up an organisation and compliance and legislation and all those important things that I am not so into. I just want to be out there helping people.

    Fortunately for me I discovered Mark Vallance.  Mark does enjoy business and accountancy and he very much enjoys helping setup and support people and organisations who help people.  Without Mark Jtd Solutions would never have got off the ground and I wouldn’t be living my dream.  Mark set up our company structure, told me what I needed to do in order to become a registered charitable organisation, put financial systems in place for our organisation and looks after our books and compliance requirements for the IRD and Charities Commission. In general Mark takes care of all the stuff I find less interesting and know little about, which allows me to get on with my real job of helping people.  In reality Mark is our business super-person. He is our accountant, business mentor and friend. If are you are looking at setting up a charitable organisation, or are a current charitable organisation looking for a business mentor and accountant then Mark is your man.  He can be your super business person as well and allow you to get on with doing the important charitable work you are passionate about without having to worry about all that business stuff. If you are reading this and have not done so, I suggest that you contact Mark and have a chat, you won’t regret it.

    - Ross McCracken - Director, JTD Solutions Limited
  • Community Energy Network

    Running a community organisation often means doing everything yourself. Some things come naturally and others don’t. Mark at Accounting for Charities has been a huge asset to us. He helped us convert all our accounts into Xero which has been intuitive and easy for a non-accountant to learn.

    Mark has been a patient teacher and guide as I’ve learned to run the system. There’s been a steep learning curve but ultimately we’ll be able to run our accounts easily and we will have increased and retained the knowledge in our organisation.

    - Sally Blackwell, Executive Officer, Community Energy Network
  • Playhouse Childcare

    I would like to thank Mark at Accounting for Charities Trust for his assistance in helping transfer our MYOB system from a cash accounting system to an accrual accounting system.

    Mark has shown remarkable patience in teaching me how accrual accounting works. From my basic experience in not being able to read our balance sheets and do journals to now my understanding in these is fantastic.  He has shown me how to put invoices into MYOB and then how to put payments against these, how to receipt money and journal assets to our fixed asset register.

    Our finances are now accurate and I am very confident in talking about our finances (profit and loss reports and balance sheets) to the committee each month.  We can now see exactly where we are sitting financially. I would recommend Mark and Accounting for Charities Trust to any organisation.

    - Janet Samuel, Office Manager, Playhouse Childcare
  • Petone Citizens Advice Bureau

    Petone Citizens Advice Bureau thanks Accounting for Charities Trust for completing the audit well within the time frame, in an efficient and professional manner. Recommendations made were relevant and will contribute to our continuous improvement of the system. We look forward to interacting with them again in the future.

    - Sangeeta Mehta, Treasurer, Petone Citizens Advice Bureau
  • Read Write Plus Incorporated

    Read Write Plus Incorporated engaged Accounting for Charities Trust to complete an audit of our financial reports for the year ending 31 December 2012.

    Once the formalities were completed we delivered all our records to Mark Vallance who had agreed to have all audit formalities completed by the end of February.

    During the audit process we received numerous email queries and quickly realised how lucky we had been to select this very efficient auditor.

    Not only was the audit completed on time, we also received several excellent suggestions to change the format of our reports.

    We are delighted with the service and support we received from Accounting for Charities Trust and look forward to a long association with this reliable friendly and efficient organisation.

    - Robin Bound, Treasurer. Read Write Plus Incorporated
  • Idesi legal Limited

    I first met Mark Vallance when he came to install a MYOB package on our system. I found him to be very approachable and knowledgeable about the product. Since then he has been responsible for our business accounts. Mark is an asset to our organisation, he can be trusted, is reliable and is knowledgeable of business systems and processes. He is a professional contributor to our business and we can trust and rely on him to give appropriate advice on the organisational change process, cash flow issues and debt recovery. The professionalism that Mark brings to our business is valued and ensures compliance is maintained and results in the business running smoothly.

    - Kamil Lakshman BA, Dip CM, MBA, LLB Lawyer Principal Idesi legal Limited


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