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Our services 
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CHARITY SPECIALISTS

With 25 years experience working with non-profit making organisations, we specialise in supporting charities with clear, practical accounting and financial guidance. From day-to-day bookkeeping to preparing trustee reports, we understand the unique requirements of the charity sector and provide advice that helps you stay compliant while focusing on your mission.

 

Specialist services for charities, churches and not for profit organisations include:

  • Accounts preparation

  • Outsourced finance officer role

  • Support with day to day finance operation 

  • Budgeting, monitoring and financial reporting

  • Payroll and pension auto-enrollment

  • Gift Aid claims

  • Support with financial policies, procedures and governance

  • Independent Examination of receipts & payments Charity Accounts, for charities with income up to £250k

SOLE TRADERS

We also work with sole traders, helping you keep your accounts simple and stress-free. As FreeAgent specialists, we make the most of this user-friendly software so you can keep on top of your finances with ease. Whether it’s managing expenses, invoicing, or preparing for self-assessment returns, we’ll guide you through the process so you can spend less time on paperwork and more time running your business.

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Our approach is supportive, straightforward, and designed to give you peace of mind that your finances are in safe hands.

BUSINESS ADVISORY & TECHNOLOGY

We are happy to undertake ad-hoc consultancy projects across a variety of disciplines.  Some examples of projects we have completed include:​

  • Setting up a comparison website for online giving platforms

  • Advice & recommendations to charities and churches for online giving platforms

  • Implementing cloud-based accounting systems

  • Advising on the development of financial controls, reserves and other governance policies.

  • Financial modelling, advice & support in the development of business plans, annual budgets and grant applications

  • Production of full trustee annual report & accounts

  • Building a new charity website

PRICING

We recognise that our clients are diverse and unique and we tailor our services to meet their needs.  Our pricing is specific to each client, reflecting the level of support and range of services they need.

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However, we also know that when you are investigating your options, sometimes it's nice to have a rough idea before you approach a company directly for a quote!

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Examples of our pricing:

  • Professional advice from £41 per hour

  • Customised recommendations for charity online giving platforms from £65

  • Self-assessment return from £300

  • Bookkeeping & Accounting packages for sole trader, small sports club or charity from £45 per month

  • Full Bookkeeping, Accounting & Technology services & support for registered charity from £345 per month

  • Independent Examination of charity accounts from £300

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Get in touch for a free consultation to discuss how we can help you.

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