Introducing Assurance Lite by Charity Accounting Partners
Your Charity’s Low Cost Financial Safety Net
Support your mission and impress funders with expert financial oversight, red-flag warnings, and funder-ready reporting from our team of dedicated charity accountants. All from just £199 per month.
You Didn’t Start Your Charity To Worry About Spreadsheets…
Or risk registers… Or cashflow forecasts…
But funders expect financial confidence. Trustees deserve clear financial reports. And you need someone watching your blind spots.
That’s where Assurance Lite comes in. Your plug-in team of supportive charity accountants, at a price every charity can afford.
What’s Included?
Your subscription gives you the tools, insights, and personalised expertise you need to stay in control and ahead of the curve.
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.
★★★★★
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
Simple, Transparent Pricing
No contracts. Cancel anytime.
Onboarding capacity is limited and we advise acting swiftly.
| Charity Annual Income | Monthly Cost |
|---|---|
| Under £250K | £199 |
| £250K to £500K | £399 |
| £500K to £750K | £599 |
| £750K to £1M | £799 |
| £1M+ | Speak with our team |
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.
Designed To Scale With You
Whether you’re just getting started or scaling 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.