Charity accounts.
Clarity for your cause.

They explain the charity’s financial activity and position for the reporting period, including how funds have been received and used. The format depends on the charity’s structure and applicable reporting requirements.

No. The appropriate basis depends on factors including legal structure, income and applicable rules. We’ll review your charity’s circumstances and confirm the accounts needed before agreeing the work.

Share the funding agreements, donor conditions and records of spending. We’ll review the information to identify the relevant funds and reflect their activity in the accounts, raising questions where the terms are unclear.

No. Preparation produces the accounts; an independent examination or audit is separate external scrutiny. We’ll help identify what is required, but neither is automatically included in this accounts preparation service.

We can discuss support with the financial information and how it connects to the accounts. Trustees provide the details of activities, achievements and governance and remain responsible for approving their report. We’ll agree the extent of any assistance.

We’ll confirm the filing requirements and responsibilities when agreeing the service. Submission support, where included, follows the required approval and any external scrutiny. Preparing accounts alone does not automatically cover every regulatory return.

Yes. Tell us how your records are maintained and what information is available. We’ll agree a clear checklist and point of contact, and explain any extra work needed to bring the records up to date.

We’ll review your structure, funds, records and reporting needs before confirming the scope and fee. Bookkeeping, additional reports, filings and any external scrutiny are identified separately so trustees know what is included.