Charities & Independent Examination.

Most small and mid-sized charities don't need an audit — they need an independent examination: a qualified, independent review that gives trustees and the Charity Commission assurance the accounts stack up. We examine charity accounts to the Commission's directions, help trustees keep the books examination-ready through the year, and explain the thresholds plainly so you always know which regime applies.

What's included

  • Independent examination of receipts-and-payments and accruals accounts
  • Charity Commission annual return support
  • Trustee reporting and SORP guidance in plain English
  • Gift Aid claims and records
  • Bookkeeping set up so examination is a formality, not a fight

Also under this service

Independent Examination

Charity accounts reviewed to Charity Commission directions.

Gift Aid

Claims made properly, records kept to match.

Trustee Reporting

SORP and the annual return, in plain English.

Common questions

Does our charity need an audit or an examination?

It depends on income and assets — most charities under the audit thresholds can choose the lighter-touch independent examination. Tell us your numbers and we'll tell you which regime applies, in one email.

Talk to Rose