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Independent Examination
Charity Accounts & Independent Examination
We prepare and review charity accounts in line with Charity SORP (FRS 102) and regulatory requirements.
Our services include:
- Preparation of year-end charity accounts
- Independent examination of charity accounts
- Audit support where required
- Filing annual returns with the Charity Commission and Companies House
- Guidance on trustees’ annual reports
- Corporation tax calculations and returns where applicable
Bookkeeping
Charity Bookkeeping & Fund Accounting
Our charity charity accounting and bookkeeping services include full fund accounting, ensuring restricted and unrestricted funds are recorded correctly. Our expert charity accountants provide:
- Day-to-day charity bookkeeping and charity accounting services
- Fund accounting (restricted, unrestricted, designated funds)
- Bookkeeping software setup and staff training
- Monthly fund reports showing balances and spending
- VAT recording and VAT return filing, including partial exemption
Training
Charity Training & Finance Support
We offer practical training for trustees and staff, including:
- Understanding charity accounts
- Fund accounting basics
- Financial responsibilities of trustees
- Using bookkeeping systems confidently
Training is delivered in clear, non-technical language
Professional Accounting Services
Charity Financial Management & Trustee Reporting
We help trustees make informed decisions through clear, reliable financial information.
Our services include:
- Monthly or quarterly management accounts
- Jargon-free summaries with key performance indicators
- Budget preparation and monitoring
- Cashflow forecasts
- Tracking restricted income and expenditure
- Attendance at trustee meetings to explain financial reports
Governance
Charity Governance & Trustee Advice
Strong governance is essential for charities and churches.
We support trustees by:
- Advising on trustee roles and responsibilities
- Reviewing financial procedures and controls
- Identifying risks and inefficiencies
- Helping implement effective internal control systems
Expert Accounting Services for Your Business
International Charity Support
We provide specialist financial support for charities operating overseas.
Our international charity services include:
- Financial oversight of overseas projects
- Grant and fund tracking across borders
- Clear reporting for trustees and donors
- Advice on financial controls for international operations
