Charity Accounts
Charity Commission-ready accounts for charities and not-for-profits.
Is this you?
Who this is for
- You're a trustee responsible for accounts you didn't train to prepare
- Your income crossed £25,000 and now needs independent examination
- Gift Aid claims are sporadic or missed entirely
- Your CIC or community group needs accounts that satisfy funders
What's included
Handled end to end
- Annual accounts on the correct basis — receipts & payments or accruals (Charities SORP)
- Trustees' annual report drafted with you
- Charity Commission annual return filed on time
- Independent examination arranged or performed where income requires it
- Gift Aid registration and claims — often worth 25% on eligible donations
- Guidance on restricted vs unrestricted funds that funders respect
How it works
Three steps, then it's off your desk.
Basis & threshold check
We confirm what your income level requires — accounts basis, examination or audit.
Accounts & report
Prepared with the trustees, ready for your AGM and funders.
File & claim
Charity Commission filings done, Gift Aid claimed, calendar set for next year.
Thresholds trustees must know
Charities with income over £25,000 need independent examination; over £1m (or assets over £3.26m with income over £250,000) requires a full audit. Annual returns are due to the Charity Commission within 10 months of year end. Registration is required once income exceeds £5,000 (CIOs from £0).
Common questions
Charity Accounts, answered.
Under £250,000 income, non-company charities may use simpler receipts & payments. Above that — or if you're a charitable company — SORP-compliant accruals accounts are required. We prepare either.
Yes. CICs file accounts with Companies House plus the CIC34 report. We handle both, and can advise if charitable status would suit you better.
An extra 25p per £1 of eligible individual donations, plus the small donations scheme for cash/contactless. For many small charities it's thousands a year left unclaimed.
Generally not for trusteeship itself without express authority — but reasonable expenses are fine. We help you stay on the right side of Commission guidance.
Often paired with
Related services
Talk to us about charity accounts.
Your first consultation is free — no obligation, and a fixed fee quoted before anything starts.