Free Resources & Tools

    Practical tools to strengthen your charity's financial management

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    CAP Risk Register

    A practical risk register tool to help charities identify, assess, and manage organisational risks with confidence.

    OpenCAP Risk Register

    The Ultimate Charity Finance Guide

    A complete roadmap for building financially resilient charities with SORP compliance, real-time insights, and strategic finance practices.

    OpenThe Ultimate Charity Finance Guide

    Financial Resilience Check Tool

    Assess your charity's financial health and identify areas for improvement with our comprehensive resilience assessment.

    OpenFinancial Resilience Check Tool

    Webinars

    Join our live sessions on charity finance, governance, and strategic planning for sector leaders.

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    Podcast

    The Purpose Driven Finance Podcast: conversations with charity sector leaders on finance and operations.

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    Get your charity's Independent Examination done for you, stress free

    A fixed fee agreed up front, ICAEW-qualified examiners, and a report your trustees can rely on. No jargon, no chasing, no surprises.

    Request a fixed-fee quote

    A short form, no calls until you're ready.

    Start here

    Does your charity need an independent examination?

    In plain terms, an independent examination is an outside check that your accounts match your records and meet the Charity Commission's requirements. It is lighter and cheaper than a full audit, and most charities below the audit threshold need one rather than an audit.

    You almost certainly need one if all of these are true:

    • Your gross income is more than £25,000 a year
    • Your income is below £1M (rising to £1.5M from 1 October 2026)
    • Your governing document does not require a full audit
    • Your gross assets do not exceed £3.26M (if income is over £250k)

    Still not sure whether it is an examination or an audit you need? Ask us and we will tell you straight, at no charge, even if the answer means you do not need us.

    What happens

    From your quote to a report you can file

    Four steps. You always know where things stand and what, if anything, we need from you.

    1

    A clear, fixed quote

    We take a quick look at your charity and come back with a fixed fee, so your trustees know exactly what to expect before anything starts.

    2

    We tell you what we need

    A short, plain-English list of what to send us. No jargon, no guesswork, no chasing.

    3

    We do the work

    Our chartered accountants carry out the examination in the background, keeping you updated and flagging anything worth talking about early.

    4

    You get a report you can rely on

    A clear, professional examiner's report ready for your trustees and the Charity Commission. Filed, done, off the to-do list.

    A two minute click-through of what happens, from quote to aftercare call.

    Why charities choose us

    Chartered accountants who do this every week

    Every examination is led by an ICAEW-qualified chartered accountant who works only with charities, and follows the Charity Commission's CC31 guidance and Charity SORP (FRS 102).

    Trustees who can trust the numbers

    Every examination is led by chartered accountants who understand charity finance inside out. Your board can rely on the outcome.

    Reports that meet the standard

    Accounts that hold up to Charity Commission and funder scrutiny, giving your CEO and Finance Director one less thing to worry about.

    No surprises on cost

    A fixed, transparent fee agreed up front. Your trustees know the number before the work starts and it doesn't change.

    On your timeline, not ours

    We work to your deadlines and step in quickly when the Charity Commission filing date is closing in.

    Your quote

    See your fixed fee in two minutes

    Answer a few simple questions about your charity and your price appears straight away. No call needed, no obligation, and nothing to pay unless you decide to go ahead.

    Takes about two minutes
    Fixed fee, shown on screen
    No obligation to proceed
    ICAEW-qualified examiners

    You will see your price straight away. No obligation to proceed. No sales. No pressure.

    Frequently Asked Questions

    Common questions about our independent examination services.