Financial assurance giving you peace of mind
Budget-friendly assurance and financial reporting for small to medium sized charities
Plug-in CFO oversight, red-flag warnings, and funder-ready reporting from our team of dedicated charity accountants. All from just £199 per month.
★★★★★
“An effective partner for operations and financial systems that I strongly recommend!”
Marine B. – Global Operations Manager
★★★★★
“It’s even getting me excited about finance and that’s saying something.”
Davin M. – UK General Manager
★★★★★
“The flow of financial information is the best we have ever had.”
Sir Rodney W. – Board Member & Trustee
What is Assurance Lite?
Assurance Lite is a budget-friendly, low risk and high-impact service for small to medium-sized charities.
Tailored reporting to engage different stakeholder groups.
Learn more
Keep everyone informed and aligned with tailored financial reports designed for trustees, funders, and operational teams.
Charity Accounting Partners ensures the right people get the right insights, in the right way.
Who is Assurance Lite for?
01
Charities Without a CFO
Small to mid-sized charities who don’t have a CFO.
02
Finance Managers
Finance managers who need a strategic sounding board.
03
Leadership Teams
Leadership teams who want financial clarity and confidence.
04
Trustees
Trustees who want independent oversight and early risk detection.
What’s Included?
Assurance Lite gives you the tools, insights, and personalised expertise to stay proactive.
01
Real-Time Financial Health Monitoring
Our team track key metrics and alert you early when something looks off – from falling reserves to unusual expenses.
02
Quarterly CFO Insight Reviews
We review your finances every quarter and deliver an easy-to-read report showing risks, trends, and recommendations. It’s like having a Finance Director without the salary.
03
Management Accounts
Timely financial reports prepared by expert charity sector chartered accountants to empower your team.
04
Audit or Independent Examination Support
Toolkits, checklists, and an annual prep call to help you breeze through year-end with confidence.
05
Financial Assurance Badge
Display our “Financially Assured by Charity Accounting Partners” badge on your website, in reports, and in grant applications.
06
Resources & Trainings
Exclusive access to trainings, templates, webinars, and guidance from passionate charity sector accountants.
Affordable, transparent pricing
No contracts. Cancel anytime.
Limited onboarding capacity – book your discovery call today.
| Charity Annual Income | Monthly Price |
|---|---|
| Under £250K | £199 |
| £250K to £500K | £399 |
| £500K to £750K | £599 |
| £750K to £1M | £799 |
| £1M+ | Speak with our team |
*all prices quoted exclusive of VAT.
★★★★★
Feedback from our partners
“It’s sort of like proactive insurance guiding us away from financial difficulty. The insights Charity Accounting Partners have shared has been invaluable in shaping our financial strategy.”
Charity Trustee
Partner Organisation
“We have since changed the way our board engages with finance. It’s great knowing we’ve got another set of eyes on things.”
Head of Finance
Partner Organisation
Designed to grow with you
Whether you’re just getting started or growing your impact, Assurance Lite adapts to your needs. You’ll also have priority access to Charity Accounting Partner’s full suite of support services if and when required.
FAQs
What exactly is Assurance Lite?
Assurance Lite is a monthly subscription service that gives your charity the oversight of an experienced charity CFO. We monitor your financial health, provide quarterly reviews, and step in early if your key financial metrics show signs of risk.
What systems do you plug into?
We integrate with major cloud-based accounting platforms Xero, QuickBooks, and Sage, allowing us to monitor financial trends and produce insights without disrupting your existing processes.
Who will be reviewing our finances?
Your reviews will be handled by a qualified chartered accountant and charity CFO from Charity Accounting Partners. All of our advisors are friendly, enthusiastic, and have deep experience supporting UK charities.
How is this different from hiring a part-time finance director?
Hiring a part-time FD can cost thousands per month. Assurance Lite offers strategic oversight at a fraction of the cost, with quarterly reviews, early warning alerts, and on-demand guidance – without the need for recruitment, contracts, or overhead.
What happens if our financials start to decline?
If we detect a negative trend (e.g. declining reserves, overspending, or cash flow risks), we’ll flag it immediately and step in with practical advice. You’ll have a clear action plan and, if needed, extra support options from our wider finance team.
Is there a long-term contract or can we cancel anytime?
There’s no long-term lock-in. You can cancel or pause your Assurance Lite subscription with just 30 days’ notice. We believe in earning your trust through value, not contracts.