Sector

Not-for-Profit. Mission first, governance close behind.

Charities, social enterprises, foundations, faith organisations and membership bodies — supported under the Charities SORP with the trustee-ready reporting that public-benefit work demands.

  • 100+

    Charities served annually

  • £500m+

    Combined charity income audited

  • SORP

    Specialist team

  • ICAEW

    Audit-registered

What you get

  • Statutory charity audit (Charities Act 2011)
  • Independent examination
  • Charities SORP (FRS 102) reporting
  • Restricted, unrestricted and endowment funds
  • Grant assurance and funder certifications
  • Trading subsidiary and gift-aid planning
  • VAT — partial exemption and the special methods
  • Reserves policy and going-concern reviews

Who we work with

Grant-making foundations, operating charities of every size, social enterprises, faith organisations, membership bodies, independent schools and CIO start-ups. We act for boards that take their public-benefit duty seriously and want a finance partner who does too.

  • Grant-making and operating charities
  • Social enterprises and CICs
  • Independent schools and academies
  • Faith organisations and dioceses
  • Membership and professional bodies
  • Charitable trusts and family foundations

Reporting trustees actually use

A SORP-compliant set of accounts is the floor, not the ceiling. We help boards build the management pack — restricted fund movements, reserves position, grant pipeline and unrestricted run-rate — that lets trustees focus on mission instead of mechanics.

Trading and tax

Trading subsidiaries, mixed VAT, business rates relief, gift aid and the small-trades exemption — structured so the charity captures the value without falling foul of trustee duties or the Commission. The decisions taken at set-up shape the next decade; we make them deliberately.

  • Trading subsidiary structuring and gift-aid mechanics
  • VAT partial exemption and special methods
  • Business rates relief and discretionary applications
  • Non-charitable trading limits and small-trades exemption

Grant and funder assurance

Lottery, government, philanthropic and corporate funders increasingly require independent assurance over how their money was spent. We deliver grant certifications, restricted fund audits and project-level assurance to the standard each funder requires.

Governance and risk

Reserves policies, going-concern reviews, risk registers and the conflicts of interest the Commission expects to see managed. Practical scaffolding, not paper for paper's sake.

FAQs

Common questions.

  • Audit, independent examination or neither?

    It depends on income, asset thresholds and the governing document. Most charities over £1m income require audit; under £25k often none is needed. Many are caught by clauses in their own constitution. We're happy to confirm in a short call.

  • Can you help with a Charity Commission inquiry?

    Yes — we work alongside trustees and charity lawyers to engage with the Commission, prepare responses and remediate the underlying issues.

  • Do you support charities with international operations?

    Yes — including the trustee oversight, due-diligence and remittance evidencing that overseas grant-making requires.

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