Help trustees see the financial position
Charity records need to show how money has been received, used and held, including any restrictions attached to funding. We help organise that information and prepare clear accounts for trustee review.
What we can help with
- Annual charity accounts and supporting schedules.
- Restricted and unrestricted fund reconciliations.
- Grant income and expenditure analysis.
- Independent examination, where eligible and independence requirements are met.
- Financial information for trustee reports and relevant annual returns.
The right reporting approach
The required accounts and external scrutiny depend on the charity’s legal form, income, governing document and applicable rules. We establish those requirements before agreeing the engagement.
An independent examination is a different form of scrutiny from a statutory audit. We do not describe examination work as an audit.
Questions about this service
What records should trustees provide?
A useful start is the previous accounts, governing document, bank statements, accounting records, grant letters and details of restricted funds. We tailor the request to what already exists.
Can every charity use independent examination?
No. Eligibility and the required form of scrutiny must be checked against the applicable rules and the charity’s circumstances.
Related support
Explore all services or ask us about your business.