Our charity accounts and support service in more detail:
- Full checking of your bookkeeping and bank statements
- Practical actions to correct any errors found
- Full SORP accounts
- Meeting to present and discuss the accounts to the trustees
- Clear explanation of all figures in your accounts
- Discussion of your monthly income and expenditure
- Analysis and explanation of restricted, designated and endowment funds
- Online storage and sign off of all documents (we’re fully paperless)
- Accounting adjustments updated to your bookkeeping
- Independent Examinations where required
- Prompt work completion
Contact us for more information
Charity Accounts – Agenda:
- Reach and scope of activities
- Efficient use of funds
- Tax and VAT exemptions
- Gift Aid claim
- Rates relief
- Accounting for grants
- Independent examination