Charity Accounting & Independent Examination

ANNUAL ACCOUNTS

Cash accounting for smaller charities

Accruals accounting for larger organisations

Balance sheet & statement of financial activities

Notes to the accounts & trustees' report support

INDEPENDENT EXAMINATION

Examinations for charities up to £250,000 income

Compliance with Charity Commission requirements

Detailed examination report & recommendations

Support resolving identified issues

FINANCIAL MANAGEMENT

Fund accounting & restricted/unrestricted funds

Management accounts & budget monitoring

Cash flow forecasting & planning

Board & trustee financial reporting

TAX & REGULATORY COMPLIANCE

Gift Aid claims & processing

VAT advice & partial exemption

Charity Commission & OSCR returns

Governance reviews & best practice