A third sector specialist Chartered
Accountant for your charitable mission, social impact or educational provision.

A financial assurance partner with twelve years of experience preparing and auditing the accounts of not-for-profits.

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    Mainstream charity.

    Charities registered with the Charity Commission. | Year-end accounts prepared under the Charities SORP. | Independent examination. | In-year management accounts and bookkeeping. | Assurance engagements. | Consulting and projects. | Explore.

  • Fair enterprise.

    Entities with a social impact focus. | Company year-end accounts prepared under UK accounting standards. | CIC accounts. | In-year management accounts and bookkeeping. | Assurance engagements. | Consulting and projects. | Services.

  • Small charity.

    Non-company charities — CIO’s, trusts — with less than £250,000 annual income. | Receipts and payments accounts. | Independent examination. | Tailored support. | Read more.

  • Academy trust and education.

    Academy trusts, colleges and HEIs. | Year-end accounts per ESFA (& OfS) guidance. | Academy trust internal scrutiny. | Other assurance engagements. | Learn more.

  • Start-up.

    Entities in early trading. | Embedding new accounting systems and approaches. | First accounts submissions to the regulator. | Independent examination. | Free resources and tailored support. | Explore.

  • Other third sector, local authority.

    Organisations receiving voluntary income or public money. | Assurance engagements | Consulting and projects. | Enquire.

Third sector newsfeed — insights, guidance articles and resources. Proactive best practice sharing.

  • How to prepare for audit.

    16 May 2024.

    Golden rules and a steadfast approach to ensuring an efficient year-end statutory audit for your entity.

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  • A guide: social enterprise entities.

    April 2024.

    An introduction to social enterprises and charitable entity types in the UK, along with discussion of the pros and cons of the different options for their constitution.

    A guide

  • A guide: trustees' legal duties.

    March 2024.

    A guide to the six areas of key legal duty for UK charity trustees, with suggested Board discussion points arising from each.

    A guide

  • Technical guidance and resources: charities.

    Q1 2024.

    Links to technical guidance and other useful external resources for UK charitable entities, updated at intervals throughout the year.

    Charity resources

  • A guide: audit or independent examination?

    February 2024.

    A guide to the legal requirements for external scrutiny of charity accounts in the UK, and how to determine your charity’s obligations.

    A guide

  • A guide: charity annual reports & accounts.

    January 2024.

    An introduction to UK charity accounts and Charity Commission filing requirements.

    A guide

  • Guidance and resources for academies, colleges and HEIs.

    Q1 2024.

    Technical guidance links and best practice resources for educational institutions, updated at intervals throughout the year.

    Education resources