Charities

This is no longer for just “the well intentioned”. A passive stance on charity accounting and administration is no longer “good enough” as the charity laws are now complex and intricate.

We can help you with;

We have a passion to help charities, so please make use of our vast experience in this field.

Remember that Gift Aid is a genuine help from the Government to assist you. We can make sure that you are a receiving what is possible for your charity. We will do the work for you.

Lastly, you don’t want to waste time in the administration of your charity. Why not let us help you maximise your time for what you do best; putting your talents, time and passion into your charity.

So, we can help you in the following ways:

Charity Help / Monthly

  • £50 per month
  • Cloud accounting package
  • Set up accounts in “the cloud
    • Production of 12 month financial accounts which would be “OSCR ready”, Charities Commission for England & Wales
    • Help with the “Trustee’s Annual Report” which would be OSCR compliant, Charities Commission for England & Wales
    • Digital Gift Aid processing.
    • Help with Minutes and compliance advice
    • Year round advice
    • “Independent Examination” which is similar to an external audit. This “Independent Examination” is a requirement of OSCR and the Charities Commission for England & Wales

Charity Help / Annually

  • £500 per year, per annual return
  • Completion of the digital annual OSCR return, Charities Commission for England & Wales
  • Help with the “Trustee’s Annual Report” which would be OSCR compliant, Charities Commission for England & Wales
  • Completion of the required financial reports which would be OSCR compliant, Charities Commission for England & Wales
  • Claim Gift Aid from HMRC annually (digital). Help with Gift Aid recording
  • Year round advice
  • “Independent Examination” which is similar to an external audit. This “Independent Examination” is a requirement of OSCR and the Charities Commission for England & Wales

We can also help with VAT and payroll for your charity.

Again, if the above doesn’t suit, let us know so we can tailor a package around your needs.


Charity Set Up

  • £350
  • Templates for minutes, including banking authorisations and advice how to open a charity bank account.
  • OSCR registration (Scotland). Charities Commission for England & Wales
  • Companies House registration, if needed
  • Gift Aid registration, and help setting up the process of claiming Gift Aid
  • Advice for 12 months as needed in setting up the charity.
  • We will attend your office and first Trustee’s meeting and give appropriate advice.
  • Advice with policies and procedures, and the initial independent examination.