Common challenges
- Meeting independent examination requirements correctly and on time
- Keeping trustees informed with reporting they can act on
- Administering Gift Aid claims accurately
- Managing charity payroll alongside restricted funding
- Demonstrating good governance to funders and the Charity Commission
How the relationship works
We start by understanding your charity's income, structure, and governing document so we can confirm what's required: independent examination or audit, annual return timing, and Gift Aid eligibility. From there we build a reporting rhythm that keeps trustees properly informed.
What this often looks like
Charities typically bring us in ahead of their year-end, when independent examination and annual return deadlines are approaching. Having reporting and Gift Aid records in good order well before the deadline makes the examination itself far less stressful for trustees and staff.
Common questions
Does our charity need an independent examination or a full audit?
It depends on your income and your governing document. We can review your position and confirm which applies.
Can you help with Gift Aid claims?
Yes. We handle the record-keeping and claims process so your charity receives the Gift Aid it's entitled to.
Do you report to the Charity Commission on our behalf?
Yes. We can manage annual returns and reporting, and act as a point of contact where authorised.
Can you support trustees who are new to their role?
Yes. We're happy to explain reporting and compliance requirements in plain English for trustees at any stage.