- Chislehurst South East, London
- +44 7880 865106
- info@sgmaccountants.co.uk
Charities face complex demands. We’re here to simplify the financial side.
Efficient bookkeeping supports sound decisions and steady operations.
We provide bookkeeping tailored to charity workflows. We set up clear systems, keep records accurate, and ensure information stays up to date and easy to access. We work with trustees and staff to keep financial information organised and reliable.
What you receive
Accurate, timely financial records
Clear reporting for trustees and stakeholders
Reduced administrative strain
Support with cloud accounting systems
You focus on your charity’s mission. We handle the day-to-day financial detail.
Different charities have different scrutiny requirements. Income and asset levels determine whether you need an independent examination or a statutory audit.
Income £25,000 to £1,000,000: independent examination
Income above £1,000,000: statutory audit
Audit also required if assets exceed £3,260,000 and income exceeds £250,000
We guide you through these thresholds and complete the required work with clarity and efficiency. We explain what records you need and support you in preparing them. We deliver thorough scrutiny with minimal disruption to your daily work.
Independent examinations offer external scrutiny without the scale of a full audit. They apply when annual income exceeds £25,000 but does not reach the audit threshold.
We review your accounts, check records, and confirm compliance with charity accounting rules. The process is proportionate and focused. Trustees gain reassurance without unnecessary complexity.
What you receive
A clear review of accounts and records
Confirmation of compliance with legal and accounting requirements
Practical feedback where helpful
A straightforward, cost-effective process
Year end reporting for charities involves specific disclosure and presentation rules. We prepare year end accounts in full compliance with Charity Commission requirements and the Charities SORP.
We gather financial information, prepare statements, and explain key points clearly. We highlight trends to support planning and oversight.
What you receive
Accurate year end statements
Full compliance with reporting standards
Clear explanations for trustees
Insights to support future decisions
Over recent years, direct government funding for the Third Sector has decreased, so the competition for private donations, Trust Funds, government grants, and local authority contracts has skyrocketed. This is why charities should prioritise legal compliance and sustainability as an integral part of their financial planning strategy when approaching fundraising and bid management.
If you run a charity or social enterprise, you need an accountant who can help you fulfil the statutory filing duties stipulated by the Charities Commission (CC) – and an impartial advisor who can support you in making good financial decisions for your charity.
Specialist guidance in this area is vital, because accounting standards and SORP (Charities Statement of Recommended Practice) in the UK is set to change in 2023.
Depending on your income and structure, you may need to submit annual accounts, trustee reports, and Charity Commission returns. We ensure you meet deadlines accurately.
Specialist advice allows your charity to claim all available reliefs while avoiding costly errors and penalties.
Please contact us now to arrange a free 1 hour meeting to see how we can help you.
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