Charity & Trust

Supporting Your Mission Every Step of the Way

Descriptions

Managing a charity or trust requires dedication and focus on your mission. From staying compliant with regulations to ensuring financial transparency for donors and stakeholders, navigating the financial landscape of a charity or trust can be challenging. Our charity and trust accounting services are designed to support you every step of the way, providing peace of mind that your finances are in order so you can concentrate on what truly matters. We work closely with your organisation to manage everything from bookkeeping to compliance with the Charity Commission, offering practical advice that’s tailored to your unique needs. With our guidance, you can be confident that your organisation’s financial health is well-managed and aligned with its mission to create positive change.

Regulatory Compliance

We ensure your charity adheres to all necessary legal requirements, including Charity Commission guidelines, so you maintain a reputable, compliant organisation.

Transparent Financial Reporting

Providing clarity for stakeholders is essential. We prepare detailed, accurate reports that give insight into income, expenses, assets, and liabilities, building trust with donors and regulators.

Gift Aid and Tax Relief Management

We maximise available tax benefits, helping you process Gift Aid claims and manage VAT efficiently, so you retain more resources to support your cause.

Independent Examiner

We review and prepare charity accounts, ensuring compliance with legal requirements and maintaining transparency through a cost-effective alternative to audits.

Service Process

Our process starts with an initial consultation to understand your charity’s financial landscape and specific needs. From there, we handle day-to-day bookkeeping, monitor compliance deadlines, and regularly prepare reports tailored to your requirements. We’ll keep in close communication, offering regular updates and guidance, and are always on hand to answer questions or provide support. Our team will manage all aspects of your financial responsibilities, allowing you to stay focused on your organisation’s mission, confident that your accounts are in capable hands.