We are specialist charity accountants and advisers.

We have worked in the sector for over 30 years and have extensive experience in assisting charities with all aspects of governance. So, whether you are looking to establish a new charity, ensure that you complete all annual accounts and returns compliance obligations or are looking for an expert to take you through a merger or other significant change, we can help.


Our Charity Services

Establishing a
New Charity

We provide a bespoke service which includes:

  • Talking through the vision and objects of the charity

  • Identifying the qualities needed for founding trustees

  • Choosing the right charity structure

  • Drafting the constitution

  • Applying for registration with the Charity Commission

  • Registering for gift aid with HMRC

  • Advising on governance procedures

  • Establishing controls and accounting package

Annual Compliance

All charities have annual reporting obligations and we assist by:

  • Preparing the accounts and performing the independent examination or audit depending on the size of the charity

  • Filing of the Charity Commission annual return

  • Filing corporation tax returns with HMRC as required

  • Filing gift aid claims with HMRC

Audit and Assurance

We are registered and statutory auditors and can deal with all aspects of reporting required by charities.

  • Annual audit required under the Charities Act for all charities with income in excess of the audit threshold

  • Audits required by section 124 of the Charities Act to report to trustees/directors when applying for mortgage loans