Data and contract discovery
Build complete lease registers, map exchange-income streams, and identify hidden Scope 3 value-chain data points.
Output: owned and prioritised data registerSORP 2026 operational readiness
Move your charity from assumed readiness to evidenced readiness. We map ESG, lease data, and activity-based tracking into a 90-day implementation roadmap before your year-end finance close.
Why this matters now
Where operational gaps appear
While finance teams maintain the technical accounting definitions, failure to adapt the operating model creates serious risks across data, workflow, and governance. Information is often fragmented across property registers, fundraising contracts, service-delivery teams, and IT risk logs.
Four-question readiness check
Answer four questions to identify where operational evidence may be fragile. No contact details are required to see your result.
Question 1 of 4
The operational framework
Three connected workstreams turn reporting requirements into reliable data, repeatable finance workflows, and evidence your leadership can stand behind.
Build complete lease registers, map exchange-income streams, and identify hidden Scope 3 value-chain data points.
Output: owned and prioritised data registerReplace manual, fragile, or late processes with repeatable finance-close workflows designed to support clean audit evidence.
Output: tested reporting workflowCompile board-ready verification checklists covering data privacy, cyber risk, fraud controls, and ethical investment models.
Output: board assurance packWho we help
A proportionate engagement
Establish the readiness rating, gaps, risks, owners, and immediate priorities.
Fix priority data, workflow, governance, evidence, and systems gaps before pressure peaks.
Build repeatable reporting routines, evidence stores, dashboards, and board assurance.
Defined professional boundaries
We translate complex SORP requirements into operational actions.
Our team does not replace your statutory reporting authority, independent examiner, auditor, accountant, or legal counsel. We work alongside them as your execution partner, helping ensure your internal data, workflows, systems, and governance evidence are mature before formal review begins.
Book an applicability session
Discuss the reporting areas most likely to affect your charity, where the underlying evidence sits today, and what your team needs to prepare before the next finance close.
Prefer email? hello@new-leaf-esg.com