Suggestions
Dan Proctor
Charity Accountant - Helping Charities Improve the Management of their Finances - Audit - QuickBooks Online
Professional Background
Dan Proctor is a dedicated finance professional with extensive experience in accounting and financial management, particularly within the charity sector. As the Director and Owner of Balance Rec Ltd, Dan has made it his mission to help charities effectively manage their financial resources, enabling them to maximize the impact of their funding and enhance the trust they build within their communities. With a keen understanding of the unique challenges faced by charities, Dan offers tailored solutions that address their specific financial needs. His day-to-day responsibilities include assisting charities with bookkeeping, management accounting, budgeting, and forecasting. This comprehensive support helps alleviate the pressure of financial management from charity staff, allowing them to focus on their mission-driven work.
Dan understands the common struggles faced by charitable organizations, such as tracking spending from restricted funds, maintaining updated financial records, and the obstacles posed by limited financial information in future planning. To address these issues, he implements bespoke cloud accountancy systems using QuickBooks Online, ensuring that each charity's financial processes are streamlined and effective. Once operational, Dan provides training for teams to manage the system independently or offers his services as an outsourced finance function, providing the necessary expertise and relief that charities need.
When it comes to year-end financial processes, Dan excels in facilitating timely audits that deliver critical insights into the financial effectiveness of organizations while minimizing disruption to staff. He utilizes advanced technologies for managing client queries, ensuring a smooth audit process and employing data analytics tools that provide deep scrutiny into each charity's financial transactions. This proactive and informed approach allows charities to identify any anomalies and assess their financial health accurately. Dan also offers independent examinations and professionally prepared statutory accounts for smaller charities, enhancing their financial transparency and accountability.
Education and Achievements
Dan Proctor's academic journey laid a strong foundation for his successful career in finance. He holds a First-Class BSc (Hons) degree in Economics from the prestigious University of Surrey, where he honed his analytical and quantitative skills. Furthering his expertise, Dan studied for the Associate Chartered Accountant (ACA) qualification at Kaplan in London, achieving first-time passes that showcase his commitment to excellence in his field. His educational background is further complemented by his foundational studies completed at Rainham Mark Grammar School, where he developed essential skills that would later serve him well in his professional endeavors.
Dan's career trajectory reflects a deep commitment to the field of audit and accounting. Before establishing Balance Rec Ltd, he held several notable positions at MHA MacIntyre Hudson, where he progressed from an Audit Senior to an Audit Assistant Manager, gaining a wealth of experience that he now applies to his work with charities. His expertise was further solidified during his tenure as Financial Controller at the Diocese of Canterbury, where he successfully managed the financial operations of the organization and contributed to its overall mission.
Through his diverse experiences, Dan has developed not only a robust skill set but also a genuine passion for helping charities navigate their financial landscapes. His comprehensive understanding of audit processes, along with his ability to implement technology-driven solutions, makes him a valuable asset to any organization looking to enhance its financial management.
Achievements
Dan Proctor's rise in the finance and charity sectors is marked by significant achievements that highlight his expertise and dedication. As the owner of Balance Rec Ltd, Dan has successfully developed and implemented tailored financial solutions that empower charities to manage their finances more effectively and transparently. His unique approach has helped countless organizations streamline their financial processes, improve their oversight on spending, and ultimately increase their impact within the community.
He leads innovative initiatives, such as the rollout of data analytics tools that enable charities to gain deeper insights into their financial transactions. This includes identifying spending patterns, ensuring compliance with funding restrictions, and delivering enhanced reporting for management and trustees. This analytical approach not only aids in better decision-making but also fosters trust and accountability between charities and their stakeholders.
Dan's dedication to continuous improvement is evident in his commitment to employing the latest technologies and methodologies in financial management. By employing interim audit work, he enables quicker completion of audits, thus minimizing the disruption for charity staff during year-end processes. His passion for charity finance extends beyond compliance; he seeks to provide charities not just with auditing services but with a holistic view of their financial health and sustainability.
In summary, through his educational background, extensive experience, and a clear commitment to charitable organizations, Dan Proctor has positioned himself as a crucial figure in the financial management of charities. His work reflects a genuine desire to make a positive impact on the world by supporting those who strive to improve it. For those interested in enhancing their charity's financial management, Dan Proctor is the expert to contact, offering his wealth of knowledge and a welcoming approach to financial guidance.
Location
People also viewed
Related People
Clay is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Clay centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
- Comprehensive Contact Management: Automatically collects contact data and enriches profiles to keep them up-to-date
- Network Strength: Visualizes the strength of your relationships relative to others in your network
- Timeline: Shows your relationship history with each contact
- Smart Search: Allows you to search using natural language like "People I know at the NYT" or "Designers I've met in London"
- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
Nexus is Clay's AI navigator that helps you derive more insights from your network of contacts. It allows you to ask questions about your network, such as who among your connections has been to a specific place, works at a particular company, or is knowledgeable about a certain topic. Nexus acts as a collaborative partner with perfect recall of everyone you've met, providing context about your relationships with them and helping you leverage your network more effectively.
Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Clay isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Clay instead of Salesforce, Hubspot, and Pipedrive. Clay is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Clay can absolutely serve as your primary relationship management tool.
Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.