As experienced charity accountants, we take pride in serving as independent examiners for charitable organizations. With a practical approach and a comprehensive understanding of the compliance requirements set forth by the Charity Commission, we are well-equipped to manage the financial aspects of charities. Our expertise lies in assisting financial teams in fulfilling the legal responsibilities associated with charitable status.
Our diverse clientele includes a wide range of organizations, such as social enterprises, clubs, membership organizations, private schools, academies, service providers, foundations, grant-makers, theatres, and cultural institutions. We cater to both emerging entities and long-established organizations with a heritage spanning centuries. Additionally, some members of our staff serve as trustees for non-profit or philanthropic organizations, enhancing our ability to offer clients viable and effective solutions.
Our charity services encompass various essential areas, including:
• Preparation of annual accounts in accordance with the Charities Statement of Recommended Practice (SORP) and the Charities and Companies Acts, ensuring compliance and accuracy.
• Conducting annual audits to provide a thorough examination of financial records, ensuring transparency and accountability.
• Independent examinations (IE), applying a diligent approach to assess and report on the financial affairs of charities.
• Specialist grant return certification audits, offering expertise in verifying grant utilization and reporting.
• Grant reporting services to assist charities in fulfilling reporting requirements and maintaining strong relationships with funding bodies.
• Specialist VAT advice, guiding charities on complex VAT matters to optimize tax efficiency.
• Expert advice regarding trading subsidiaries and taxation, ensuring charities navigate these areas in a compliant and advantageous manner.
• Guidance and support on accounting software selection and implementation to streamline financial management processes.
• Provision of management accounts and payroll services to facilitate effective financial decision-making and employee remuneration.
• Comprehensive health checks for PAYE/NIC and VAT to identify and address any compliance issues.
• Advice on maximizing the benefits of Gift Aid, a valuable tax relief for charities.
• Assistance with forming a charity and determining the organizational structure that best suits the specific needs and objectives.
• Governance process reviews, evaluating the effectiveness of governance practices and providing recommendations for improvement.
Our commitment to delivering smarter and creative solutions, ensures that our message resonates with potential clients seeking reliable and knowledgeable charity accountants. We pride ourselves on our ability to navigate the intricacies of charity finance, providing essential services that empower charities to fulfil their missions effectively while remaining compliant with regulatory requirements.

Member of  "Association of Charity Independent Examiners"
Member of  "The Charity Practitioners Forum (CPF)"