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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    CAP Year-End Accounts

    Charity year-end accounts. Fixed price, quoted in 60 seconds.

    SORP-compliant statutory accounts prepared by ICAEW-qualified charity specialists, delivered ready for your independent examiner or auditor. Answer six questions and see your price now, with no discovery call and no hourly rates.

    Get my price

    ICAEW-qualified · Charity SORP specialists · Fixed price, quoted up front · Examiner-ready

    Get your fixed price

    Six questions. Your price appears at the end, with the workings shown.

    Question 1 of 617%
    What was your charity's income in the year you need accounts for?

    What's included

    Full SORP-compliant statutory accounts

    Statement of Financial Activities, balance sheet, cash flow where required, and full notes.

    Trustees' annual report

    Drafted from your activities and achievements, in the format the Commission expects.

    Restricted fund reconciliations

    Every fund reconciled and disclosed properly.

    Free reserves calculation

    On the Charity Commission's CC19 basis, with the working shown.

    Complete examiner-ready file

    Lead schedules, control account reconciliations, fixed asset register and supporting workings, packaged so your examiner or auditor can review without reconstructing anything.

    Unlimited revisions

    Until you're satisfied, before anything is filed.

    We prepare. Someone else examines.

    We don't carry out independent examinations or audits on accounts we've prepared. That would compromise the independence your trustees are relying on. Your examiner stays independent, and our file is built to make their job faster. If you need an examiner, we'll introduce you to two or three we work with and you choose. We take no fee or commission from any of them.

    How we vet the examiners we introduce: ICAEW or ACCA member, charity sector experience, professional indemnity cover in place, and agreed turnaround times.

    What you get for the price.

    A complete file, not just a set of accounts

    Lead schedules, reconciliations, fixed asset workings and restricted fund support. Your examiner or auditor gets everything in one place, which means fewer queries and a faster sign-off.

    Specialist judgement you can rely on

    Every pack is reviewed by an ICAEW-qualified charity specialist. We handle the SORP disclosures, free reserves calculation and trustees' report wording so your board can defend the numbers.

    One fixed price, no invoice shock

    The price you see is the price you pay. No hourly rates, no creeping scope, and unlimited revisions until you and your trustees are satisfied.

    How it works

    1. 1

      Get your fixed price

      Six questions, no call required.

    2. 2

      Reserve your slot

      We complete standard client checks and issue an engagement letter, then confirm your price in writing.

    3. 3

      Send us your records

      A short checklist, and we handle the rest.

    4. 4

      Review and approve

      Draft accounts, revisions until you're happy, then your file goes to your examiner.

    Revisions until it's right.

    We'll revise the accounts as many times as it takes for you and your trustees to be satisfied. If at any point before filing you decide you'd rather not proceed, cancel and we'll refund you in full.

    Questions

    Know your price before you pick up the phone.

    Get my price