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CHARITIES - CASTLE EDEN & UK-WIDE
Your purpose.
Clearer charity
accounts.
Your time goes into the people and causes you support. We help organise the financial records, prepare the agreed accounts and explain the reporting work your trustees need to consider.
Your own point of contact
Clear advice in plain English
Services and fees agreed with you
WHERE YOU ARE NOW
Does this
sound like you?
Start with what is happening in your situation. We’ll help you understand the relevant work and agree the support that fits.
01
You want the records better organised.
Donations, grants and spending need to be brought together in a way that is easier to follow and report.
02
Your reporting is approaching.
You want to understand the accounts work required, what trustees need to provide and how approvals will be managed.
03
The charity is changing.
New funding, staff or activities are adding complexity. You want support that reflects how the organisation now operates.
HOW WE SUPPORT YOU
Support behind
the work you do.
We’ll talk through what you already handle and where you need help, then agree the services, information and approvals needed to work together.
A FAMILIAR POINT OF CONTACT
Someone who understands your circumstances, explains what is needed and helps you find the next step when questions come up.
CHARITY ACCOUNTS
Bring the reporting together.
We review your charity’s structure and circumstances, then agree the accounts preparation and reporting support required.
FINANCIAL RECORDS
Keep the detail connected.
We can help organise income and spending records, including information about funding restrictions, within an agreed bookkeeping scope.
EMPLOYEES
Support your payroll routine.
If your charity employs staff, we can agree the payroll work, information and approvals needed for each pay period.
TRUSTEE QUESTIONS
Understand the work ahead.
Tell us about your activities, funder requests and reporting questions. We’ll explain what we can handle and where separate expertise is needed.
We confirm requirements for your charity’s jurisdiction and legal form. Accounts preparation, independent examination and statutory audit are different services; no audit or examination is included unless expressly agreed.
WORKING WITH TREGGENA
A clear start.
A practical way forward.
We’ll explain the information needed, the work we are handling and what happens next, so you know where you stand.
01
Tell us where you are.
Share your circumstances, the records available and any questions or deadlines you want to discuss.
02
Agree the right support.
We explain the proposed work, responsibilities and fees, then complete the relevant onboarding and checks.
03
Bring the information together.
We provide a tailored checklist and agree how to share records securely, with time to resolve any gaps.
04
Review and take the next step.
We explain the agreed work, obtain the necessary approvals and confirm the actions needed from you.
ADVICE FOR YOUR NEXT QUESTION
A useful
starting point.
Explore the relevant information, then talk to us about what it means for you.