Service Scope

What We Manage for Your Organisation

Financial reporting, governance, and assurance services for charities and not-for-profit organisations, ensuring compliance with Charity Commission regulations and SORP.

Financial Reporting
Financial reporting compliant with Charity SORP requirements.
Governance & Assurance
Governance and assurance services for charities and not-for-profit organisations.
Charity Commission Compliance
Ensuring compliance with Charity Commission regulations.
SORP Compliance
Accounts and reporting aligned to Charity SORP.
Fund Accounting
Fund accounting including restricted and unrestricted funds.
Why It Matters to You

Why Financial Governance Matters

For mission-driven organisations, trust is the most valuable asset. Financial mismanagement not only breaks regulations but also betrays donor confidence. We provide the rigorous financial oversight needed to protect your reputation, ensure compliance, and keep your focus on your cause.

Trust Is Everything
For mission-driven organisations, trust is the most valuable asset.
Regulatory Breaches
Financial mismanagement breaks regulations.
Donor Confidence
Financial mismanagement betrays donor confidence.
Protect Reputation
Rigorous financial oversight protects your reputation and ensures compliance.
Focus on Your Cause
Keep your focus on your cause.
Facts & Stats (UK)

Not-for-Profit in Context

The charity and not-for-profit sector plays a significant role in UK society and requires strong financial governance.

168,000+ Charities
There are over 168,000 registered charities in England and Wales.

Source: Charity Commission

£300 Billion Assets
The charity sector manages over £300 billion in assets.

Source: National Council for Voluntary Organisations

Governance Concerns
Governance and financial reporting failures are among the top regulatory concerns.

Source: Charity Commission

Solution & Framework

How We Deliver

Our structured approach ensures charities and not-for-profit organisations maintain compliance while strengthening financial governance.

Prepare and independently examine accounts compliant with Charity SORP

Advise on fund accounting, including restricted and unrestricted funds

Ensure compliance with Charity Commission and regulatory filing requirements

Provide guidance on VAT for charities and trading subsidiaries

Assist trustees in fulfilling their financial governance responsibilities

FAQs

Not-for-Profit FAQs

Questions charities and social enterprises often ask about trustees, funding, Gift Aid, and reporting to regulators.

Restricted funds can only be spent for purposes donors or funders specified. Unrestricted funds support general activities. We tag income and expenditure so reports stay accurate.

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