Jen Gerrard

Jen Gerrard
Member Since: 19th Sep 2016
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Jen is a Fellow of the Association of Chartered Certified Accountants (FCCA) and the founder and managing director of Gerrard Financial Consulting, a specialist accounting firm for the charitable sector. She has over 17 years’ experience working in accounting and finance and has also worked as an accountancy tutor for a leading training provider.
Jen has been a trustee of the Southville Community Development Association (2014 to 2017), Self Injury Self Help (SISH) (2013-2016), the Oswestry Food & Drink Festival and Impact AAS (2007 to 2010). In addition to being a current Trustee of Women’s Aid Federation of England, Jen has been a registered volunteer with Volunteer Bristol for four years and is a Member of the ICAEW Charity & Voluntary Sector Specialist Group.
Jen sits on the South West & Wales Regional Engagement Forum of the Charity Finance Group and makes regular contributions to articles in national publications – most recently AccountingWEB and Charity Finance Focus (produced by the CFG). She is also a regular speaker on charity finance and governance matters.
Her firm is a corporate member of the Charity Finance Group and was shortlisted in two categories for the AccountingWEB Practice Excellence Awards 2016. This is in recognition of the company’s innovative work with charities and NFPs to streamline their finance functions through adoption of new technology.
Managing director Gerrard Financial Consulting
20th Nov 2018
Charity compliance update November 2018
With another hugely successful trustees’ week behind us, we round up the flurry of announcements made since our last instalment. Read on...
Finance & strategy
2nd Nov 2018
Charity compliance update October 2018
Hot off the heels of October’s charity fraud awareness week, Jen Gerrard reviews the latest charity compliance news, including SORP and...
Financial reporting
25th Sep 2018
Charity compliance update September 2018
As the holiday season draws to a close, Jen Gerrard reviews the latest in the world of charity compliance matters. Read on to stay abreast...
Finance & strategy
11th Sep 2018
Charity Commission accounts monitoring review – lessons to learn?
On 3 September 2018 the Charity Commission for England and Wales (CCEW) published accounts monitoring updates. Jen Gerrard reports on the...
Finance & strategy
13th Aug 2018
Charity compliance update August 2018
Plenty to get your teeth in to this month with the launch of the Civil Society’s strategy on building a better future and consultation...
Finance & strategy
12th Jul 2018
Charity compliance update July 2018
This month’s instalment is all about updated guidance from the Regulators – a tweak here, a simplification there. Read on for the latest...
Financial reporting
19th Jun 2018
Gift Aid part two: The technicalities
This is the second instalment of a two-part series where Jen Gerrard reviews the ins and outs of Gift Aid for charities. Last time in Gift...
Finance & strategy
12th Jun 2018
Charity compliance update June 2018
Jen Gerrard rounds up a relatively quiet month on the compliance front as we hit the holiday season and the regulatory teams seem to be...
Financial reporting
15th May 2018
May charity compliance: Tips for fraud prevention
Jen Gerrard reports on fraud prevention, GDPR and safeguarding guidance. Read on for this full sector compliance update. 10 top tips for...
Finance & strategy
1st May 2018
Gift aid: The practicalities
In this first of a two-part article, Jen Gerrard explores the administrative and practical side of registering and being registered for...
Management accounting