Accounting for Small Charities

Expert Independent Examination and fund accounting for charities. We help you stay compliant with the Charity Commission while providing clear, transparent reporting for your Trustees.

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Meeting Your Compliance Obligations

Small charities face unique regulatory hurdles. If your annual income is over £25,000, you are legally required to have an Independent Examination of your accounts.

  • Independent Examination: A cost-effective alternative to a full audit for charities under the £1m threshold.
  • Charity Commission Filing: Ensuring your Annual Return and Trustees' Report meet the latest SORP requirements.
  • Gift Aid Recovery: Streamlining the process to ensure you maximise your claimable revenue.
Why Fund Accounting Matters

Unlike commercial businesses, charities must track Restricted and Unrestricted funds separately. We implement systems that ensure every penny of grant funding is correctly allocated and reported, protecting your Trustees from liability.

How We Support Your Mission

Structured Fund Oversight

We move charities away from messy spreadsheets into structured accounting systems that handle multi-fund reporting automatically.

  • ✅ Automated tracking of restricted grant income
  • ✅ Monthly reconciliation of donations and legacies
  • ✅ Project-level spend analysis for funding bodies
Trustee Reporting & Dashboards

Empower your Board with clear, visual data. We provide management dashboards that make financial governance simple and transparent.

  • ✅ Visual cashflow forecasting for events
  • ✅ Reserves policy monitoring
  • ✅ Budget vs. Actual performance summaries

Hands-On Sector Experience

“I serve as Treasurer and Webmaster for a registered amateur astronomy society, combining hands-on finance management with technology to deliver clear, actionable reporting for non-profit boards.”

This personal involvement in the charity sector means I understand the pressure on volunteers and Trustees. I don't just provide accounts; I provide the peace of mind that your governance is sound.

Optimise Your Charity's Governance

Let's streamline your compliance and reporting so you can focus on your mission. Call us or visit our contact page.