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The “Charity Reporting” Package

The reporting requirements and statutory obligations of charities have increased substantially since 2008. There are additional responsibilities for directors, trustees and management of registered charities. More often than not, this has led to extra costs for the charitable organisation.

Our “Charity Reporting” package provides the following services for your organisation:

  1. Initial contact with you immediately before your financial year-end to discuss your reporting requirements
  2. A follow-up meeting with you shortly after your year-end date to collect/receive your books and records and agree on a timetable for production of your charity accounts
  3. Compiling your annual charity accounts and carrying out any agreed examination/audit work on your annual reports, books and records. We will be in regular contact with you during this stage to advise you on progress and to resolve any queries that arise.
  4. Upon completion of our work, we will meet with you to review your annual charity accounts and reports in detail. We will give you advice on how to improve your organisation’s financial controls and we can help implement new procedures and financial systems suited to the size of your charity.
  5. We will attend your Annual General Meeting to present our report on your charity accounts and to help all interested parties to understand the financial performance of your organisation.

We understand the financial constraints faced by charitable organisations. With this in mind, we have designed our “Charity Reporting” package to provide our services as a special discounted rate as part of our contribution to help those organisations operating in the charitable and voluntary sector.

For an upfront fixed price tailored to suit your charity’s requirements, please contact us now and we will customise this package to fit with your needs.