How We Help Smaller Charities - Charity Accounting Partners

Stage 1 Charity Accounting – For Smaller Charities

We Handle Bookkeeping and Compliance, Setting The Stage For Success.

How we help smaller charities

Removing Financial Headaches

We resolve challenges relating to limited team capacity and resources.

We’re experts at navigating statutory and legal obligations.

We help you manage surging service demand, rising operating costs, and reserve funds.

How we navigate these challenges

Affordable, Reliable & Effective Bookkeeping

Effective bookkeeping ensures your financial records are in order, meaning you meet all statutory and legal requirements.

Timely

Bookkeeping and financial record keeping needs to happen on a real-time basis.

Accurate

Your financial data needs to be accurate and reliable.

Efficient

Investing in the right support avoids additional admin and stress.

What is at stake?

We Help Your Charity Avoid Negative Consequences

Regulatory action by the Charity Commission

The Charity Commission may open a formal inquiry into operations and governance. Official warnings can be issued requiring corrective action within a set timeframe.

Financial Penalties and Fines

Charities can be fined for failing to submit annual reports, financial statements, or meeting obligations under the Companies Act (if applicable).

Loss of Tax Exempt Status

HMRC can withdraw a charity’s eligibility for tax relief which could have a significant financial impact.

Criminal or Civil Liability for Trustees

Trustees can be held personally liable for financial mismanagement or failure to act in the charity’s best interests.

Reputational Damage

Negative publicity or public investigations can damage donor trust and reduce funding from individuals, grants, or other sources.

Reduced Access to Funding

Non-compliance could make it difficult to secure grants or funding from foundations, government bodies, and other donors who require compliance with governance and financial standards.

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So, what is the solution?

Start Your Charity Accounting Partners Journey

Explore Our packages

At Charity Accounting Partners, we focus on building long term partnerships. We want to help your charity succeed and reach its full potential.

Trusted Expertise

With years of charity sector experience, we understand your charity’s challenges.

Personalised Support

We are hands-on and always willing to deliver impactful, personalised support.

Mutual Success

Focus on driving impact while we handle the heavy lifting of bookkeeping and compliance.

★★★★★

Feedback From Our Partners

“The best flow of financial information we have ever had.”

Board Member & Trustee

Partner Organisation

“The trustees have wanted management accounts for a long time but they never arrived due to internal resourcing. Regular and impactful financial reports are exactly what we need.”

Chair of International Charity

Partner Organisation

Here’s how we offer peace of mind to our Stage 1 charity partners:

Real Time Bookkeeping

Accurate and timely recording of all financial transactions, ensuring your accounts are always up-to-date.

Full Compliance

Preparation of annual accounts ready for submission to Companies House and the Charities Commission.

Fund Management

Comprehensive management of restricted and unrestricted funds.

Donor Specific Reporting

Impress your donors and grant bodies with detailed financial reports.

1-On-1 Strategic Advisory

Meet with our senior partners to map out the strategic direction for your charity.

Personal Support

Access to our team of charity sector professionals for guidance on financial matters and charity strategy.

Explore Our Packages

FREE STRATEGY CALL

Discover Your Charity Accounting Score Today

Access our free evaluation tool to reveal your charity accounting and finance score, the actions required for your charity to reach Stage 2, and the game-changing outcomes that follow.

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FAQs

How can Charity Accounting Partners help us stay compliant with the Charity Commission’s guidance?

We ensure your financial records are accurate and up to date, meeting all statutory filing deadlines for annual reports and financial statements. We also implement controls to prevent errors and financial risks.

Our charity has limited resources. Can you provide affordable, tailored support?

Yes! We offer flexible service packages designed to fit smaller charities’ budgets while addressing their key needs, like bookkeeping, reporting, and compliance, without overloading their resources.

Will Charity Accounting Partners take care of our bookkeeping, or do we need to manage it internally?

We can handle all your bookkeeping needs, including recording transactions, reconciling accounts, and preparing financial reports. This allows your team to focus on delivering your charity’s mission.

How do you help identify financial risks and ensure we remain sustainable?

Our 3-Stage financial framework helps track cash flow, identify spending patterns, and highlight potential risks, allowing us to recommend cost-effective improvements and financial safeguards.

Can you help us manage donor and grant reporting requirements?

Absolutely. We provide detailed tracking and reporting to ensure you meet funder-specific requirements, avoiding the risk of lost funding or reputational damage.

Do you help with Gift Aid claims and optimising tax reliefs?

Yes, we ensure your charity maximises eligible tax reliefs, including Gift Aid, while staying compliant with HMRC guidelines, helping boost your income and cash flow.