Our charity accounts and support service in more detail:
  • Full checking of your bookkeeping and bank statements
  • Practical actions to correct any errors found
  • Full SORP accounts
  • Meeting to present and discuss the accounts to the trustees
  • Clear explanation of all figures in your accounts
  • Discussion of your monthly income and expenditure
  • Analysis and explanation of restricted, designated and endowment funds
  • Online storage and sign off of all documents (we’re fully paperless)
  • Accounting adjustments updated to your bookkeeping
  • Independent Examinations where required
  • Prompt work completion
Contact us for more information

Charity Accounts – Agenda:

  • Reach and scope of activities
  • Efficient use of funds
  • Tax and VAT exemptions
  • Gift Aid claim
  • Rates relief
  • Accounting for grants
  • Independent examination