Charities and trusts

Accounting for charities isn’t about profit – it’s about clarity and transparency. Your stakeholders, trustees and donors need to feel that your accounts are totally accurate. In addition, there are various additional compliance issues charities face, from meeting the requirements of the charity SORP to reporting on Gift Aid. At the same time, even if profit isn’t a focus, efficiency certainly is, because efficiency means more money to invest at the frontline, fulfilling your social mission.

Our team of specialist charity accountants has years of experience with third sector organisations such as charities, trusts and social enterprises. They provide support with day-to-day accounting, freeing up your time and resources to focus elsewhere. That includes payroll, bookkeeping and other routine jobs, as well as the preparation of annual accounts in line with Charity Commission rules.

If your charity has to file a corporation tax return, they’ll handle that, too, along with monthly management accounts and trustee reporting.

We have a special focus on technology, systems and cloud accounting – all powerful tools charities can use to make themselves more efficient and more viable in the long term.

We can also provide a charity audit, if you’re over the statutory threshold, or conduct an independent examination if you’re not.

If your charity operates retail or hospitality outlets, we can take care of things like VAT and Gift Aid.

And, finally, if you want to ensure you’re not paying more tax than necessary, we can provide long-term tax planning advice.

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