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