Let’s talk

Research and technical services

Grant and project accounting that recovers what the work costs

Research organisations run many funded projects at once, each with its own rules. We account at project level and make sure the work recovers what it genuinely costs to do.

Project accountingGrant utilisationContract billingCost recoveryCompliance
The 5th Quadrant approach+

Recovering what the work costs.

Direct cost + shared cost → full project cost

01Project utilisation02Overhead recovery03Milestone billing

At a glance

Typical blind spot

Project cost captures direct expenditure only, so true cost is unknown.

First workstream

Project and grant accounting

Useful reporting

Project-wise cost, direct and fully absorbed.

The economics

Why the numbers are harder here

A research-led organisation runs a portfolio of projects funded by different bodies, each with its own permitted cost heads, reporting period, format and rules on what overhead may be charged. None of these align with each other or with the financial year, so a consolidated ledger cannot answer what any individual funder asks.

The recurring financial problem is recovery. Projects are costed on direct expenditure while consuming shared resources — people, equipment, premises, administration — that the funder may only partly reimburse. Without a defensible overhead basis the organisation subsidises its own funded work, usually without knowing by how much.

The problem

Where visibility breaks down

  • Project cost captures direct expenditure only, so true cost is unknown.
  • Overhead is recovered at a rate nobody can substantiate when challenged.
  • Staff time is split across projects and allocated retrospectively from memory.
  • Milestone billing lags delivery, so cash trails work by months.
  • Equipment bought on one grant is used across several with no attribution.

Where we concentrate

How we focus the engagement

Project and grant accounting

  • Cost captured per project and per funder from the outset.
  • Grant conditions translated into permitted cost heads before spending begins.
  • Staff time attributed to projects contemporaneously, not reconstructed.
  • Utilisation tracked against the grant period as well as the financial year.
  • Equipment and shared resource use attributed across the projects that use it.

Recovery and billing

  • An overhead recovery basis that can be substantiated when questioned.
  • Full cost of a project computed, including unrecovered overhead.
  • Milestone billing raised on delivery rather than in arrears.
  • Contract receivables followed on a defined rhythm.
  • Funder reporting produced in each funder's format from one underlying record.

Reporting

Reports worth receiving

  • Project-wise cost, direct and fully absorbed.
  • Grant utilisation against sanction and period.
  • Overhead recovery rate achieved against target.
  • Milestone billing and unbilled work.
  • Funder-format utilisation statements.

Common questions

Questions we hear in this sector

Why does overhead recovery matter so much here?

Because it is usually where the organisation loses money without noticing. Direct cost is visible and funded; shared cost is neither, so every project quietly consumes capacity that nothing pays for. Quantifying it is the first step to pricing the next grant properly.

Our funders each want a different report. Can that be handled?

Yes, provided the capture is granular enough. The mistake is shaping the accounting around one funder's format — build it around the activity and each format becomes a view of the same underlying data.

Do you prepare utilisation certificates?

We prepare the underlying utilisation working and supporting records. Certification, where prescribed, is issued by an independently engaged licensed professional, coordinated through us.

Scope and professional coordination

5th Quadrant maintains project and grant accounting records and prepares utilisation information. Statutory audit and prescribed certifications are performed by an independently engaged licensed professional, coordinated through 5th Quadrant. Full detail is on our Professional Scope page.

Tell us how your business actually runs.

Discuss your requirements