Charity Accountants

Yes, our services are directed entirely at this sector, however, should a charity client ask us to provide additional personal and/or business accountancy services, we would be happy to give it consideration.

We welcome all charities, from the very smallest onwards.

Not at all. If you can scan and upload documents and use email you should have no problem taking full advantage of the services offered. Our aim is to make the practise as digitally friendly as possible.

Our accounting services include the traditional accountant role of bookkeeping, reporting and compliance on behalf of a client. The examination role requires us to independently assess the financial accounts of the organisation and to establish whether they are in compliance with the requirements of the Charity Commission.

In its simplest terms, an independent examination is required when an organisation’s gross assets are valued below £3.26 million and its gross annual income ranges between £25,000 and £1 million. For income below £25,000, the trustees can optionally elect to commission an examination where they feel it would add credibility to their mission. For income above this range, a more involving and possibly more expensive requirement would be to commission an audit. We do not conduct audits ourselves, but we are able to assist in the preparation of documentation ready for an audit by others.

Most services, including examination services, will be offered on a traditional payment model, where all fees are fixed and agreed up front. A discounted subscription model is also offered where the client elects to use our full accounting service including bookkeeping and/or payroll.

Our subscription model enables us to update the client’s financial records each month allowing for real-time access to data essential for decision making.

We use online versions of Xero and Quickbooks depending on the needs of the client. These provide sufficient sophistication for our accounting needs whilst giving the client easy real-time access to reporting and analysis tools. We are also familiar with a number of other online and desktop solutions including more specialised programs such as Data Developments.

Where it is decided not cost effective to use one of these solutions for the smallest of charities, the client might like to consider using the free open source spreadsheet program in LibreOffice.

If you are on a subscription plan, simply stop making the monthly payments and our services will terminate. Where required, we will do all we reasonably can to ensure a smooth transition to your new service provider.

If you are on a payment plan, we will require reasonable notice for invoicing and settlement of any outstanding fees along with formal handover to your new service provider.

Fill in the form below with a brief description of what you are looking for and we will send you the appropriate questionnaire. Once completed, we will quickly provide you with a proposal showing how we can help, along with an obligation-free quotation.