“Always on” accounting for charities
Outsourced accounting packages designed to grow with you
Board-Level Financial Guidance, Built Into Every Partnership
We go above and beyond the books to help our partners succeed. Strategic advisory plays a critical role here.
Is This Better than Hiring In-House?
Yes, a lot better.
01
Always-On Support
We don’t clock off. Your charity’s finances are monitored and managed year-round by a dedicated team that’s just a call or message away.
02
Better Value
No more in-house payroll, pensions, or overheads. Just expert support when you need it – saving thousands every year.
03
Systems & Controls
From Xero and QuickBooks to automated reporting and AI-enabled dashboards, your charity benefits from the most up-to-date financial processes and controls available.
04
Top-Tier Charity Accountants
Our diverse team is made up of highly qualified Chartered Accountants who specialise exclusively in the charity sector.
“You will be blown away by what Charity Accounting Partners can offer”
Hear what the World Parrot Trust had to say after we transformed their accounting, payments and financial reporting infrastructure.
Start Your Journey Here
Watch the video to learn which package is best for your charity.
Zero Risk. 100% Value.
Choosing the right finance partner can feel daunting – your mission matters too much to gamble on the wrong fit. That’s why we’ve built our entire approach around trust, transparency, and results.
Our Packages
Fundamentals
For smaller charities or those needing strong financial processes to stay compliant and organised.
Affordable for smaller charities
✓
Bookkeeping & Accounting: Accurate, timely bookkeeping with reconciliations to maintain clean financial records.
✓
Full Compliance & Protection: Full statutory and legal compliance with strong controls removing financial risks such as fraud.
✓
Month-End Close & Bank Reconciliations: Maintain financial integrity and prevent errors.
✓
Essential Financial Reports: Clear Profit & Loss, Balance Sheet, and Cash Flow reports.
✓
Gift Aid & VAT: Ensure timely submissions and compliance with HMRC rules.
✓
Expense & Budget Tracking: Monitor programme spending and ensure resources are used effectively.
Growth
For growing charities that need structured financial planning and fund oversight to scale impact.
Best suited to medium sized charities
✓
Everything in Fundamentals, PLUS:
✓
Management Accounts & Donor Reports: Gain visibility over finance with tailored financial reports for trustees and funders.
✓
Cash Flow Forecasting & Scenario Planning: Ensure sustainability by predicting funding gaps and financial risks.
✓
Grant & Fund Management: Monitor fund usage and reporting compliance to satisfy grant conditions.
✓
Charity-Specific Budgeting: Create programme budgets that align with strategic goals and funder requirements.
✓
Financial Risk Assessment: Prevent risks such as funding shortfalls, regulatory issues, and fraud.
✓
Process Optimisation & Automation: Implement best-in-class financial workflows and technology for efficiency.
Fortify
For larger charities or those managing complex grants, funding portfolios, and financial risks.
Perfect for larger charities
✓
Everything in Growth, PLUS:
✓
Virtual CFO Service: Strategic oversight to align financial planning with mission goals.
✓
Advanced Grant & Funder Reporting: Custom reports to maintain funder trust and unlock future funding.
✓
Fundraising Financial Strategy: Ensure long-term financial sustainability with diversified income planning.
✓
Trustee & Board Reporting: Clear, data-driven insights to support governance and decision-making.
✓
Internal Controls Reviews: Strengthen governance, accountability, and oversight.
✓
Charity Impact Measurement (Financial Perspective): Quantify and report the financial efficiency of programmes.
✓
Custom Dashboards & Technology: Implement tools like PowerBI for smarter financial management.
QUALITY ASSURANCE guarantee
We’re confident you’ll see real value in our services – so much so that if you’re not fully satisfied within the first 3 months, we’ll give you your money back.
Talk to a Charity Accountant
Join our community of charity accounting partners and grow together.
We are building a highly valuable community of charity accounting partners who help one another grow, share best practices, and scale impact together.
We host monthly Q&As, exclusive training workshops, and actively connect partners in our network to encourage sharing of best practices.
