Most charities we work with come through introductions.
If you know a charity that could benefit from clearer financial reporting and structured finance support, we would be grateful for an introduction.
At Charity Accounting Partners, relationships matter. Many of the organisations we support are introduced by existing clients who want other charities to experience the same clarity and confidence in their finances.
Introduce a charityHow the Referral Programme works
Step 1
Make an introduction
Share the details of a charity you believe could benefit from stronger financial support.
Step 2
We connect professionally
We contact the organisation respectfully, explaining that they were introduced and offering a short exploratory conversation.
Step 3
A thank you for both organisations
If the charity becomes a client, both organisations receive a service credit toward their next invoice as a gesture of appreciation.
A simple thank you
When a referred charity joins Charity Accounting Partners, both organisations receive a 50 percent service credit applied to a future invoice.
This is our way of recognising the trust placed in us through introductions while supporting charities to strengthen their financial foundations.
Who is a good fit?
We are typically best suited to charities that:
- Have annual income between £250,000 and £3 million
- Want clearer reporting for trustees and leadership
- Are growing or managing increasing operational complexity
- Value proactive financial partnership rather than reactive compliance
Introduce a charity
To make an introduction, simply email your primary CAP contact with the following details.
What to include in your email
- Your organisation name
- The name of the charity being introduced
- A contact name and email at the referred charity
- The charity's approximate annual income band
- Any helpful context about why you think we may be a good fit
If you are unsure who your primary contact is, you can reach us at support@charityaccountingpartners.co.uk
We approach every introduction professionally and without pressure. Our aim is simply to determine whether we are the right fit and provide helpful guidance where appropriate.