Charitable incorporated organisations (CIO’s) and unincorporated charities with gross annual income of £250,000 or more. Charities incorporated as companies limited by guarantee, of all sizes. Registered with the Charity Commission and preparing accounts in accordance with the Charities SORP.
Preparation of year-end accounts compliant with the Charities Statement of Recommended Practice, the accountancy framework applicable to mainstream UK charities (where relevant size thresholds are met).
Scrutiny of charity year-end accounts — a legal requirement for charities with gross annual income of £25,000 or more (and no more than £1m), where there’s no audit requirement.
Completion and submission of Charity Commission Annual Returns. Maintenance of the charity’s Commission portal records.
Assistance with quarterly or monthly management accounts production, and financial accounting.
The support and expertise of a Chartered Accountant provided to your charity ‘by the hour’ — to resolve specific issues or simply add capacity.
Change projects related to finance, assurance or governance. Best practice sharing and research.
Assistance to your Finance Team with preparing deliverables in advance of external audit fieldwork, including meeting attendance & coaching if required, from an ex-manager of external audit delivery.
Design & execution of internal audit style testing to give comfort to Trustees in specific risk areas, for example core financial control effectiveness or branch activity. Sector-specific assurance imposed by a regulator, donor or third-party.
