Charity and Not-for-Profit Accountants

Managing charities and not-for-profit organisations can be tricky due to the extensive and complex administrative work involved, including tax compliance and reporting requirements. These activities often take your time away from growing your organisation.

At Page Kirk, we have been supporting charities and not-for-profit organisations for many years, providing our expertise and knowledge to help organisations overcome challenges and successfully deliver their essential services without distraction. Whether you are a charity, Charitable Incorporated Organisation (CIO), Community Interest Companies (CIC), or an association we can help you.

What can we
do for you?

Page Kirk can help your charity or not-for-profit organisation to thrive by supporting you with:

Accounting and taxation services Preparing year-end charity accounts that are compliant with the Charities Statement of Recommended Practice (SORP), where required
Independent examination services
Audit of year-end accounts
Bookkeeping and management accounts services
Financial planning and management strategies

VAT planning and services
Running payroll
Business planning
Cashflow management and budget planning
Charity Commission compliance
Business structures

To find out more about how our team can help you and provide your organisation with peace of mind, call us today on 0115 955 5500 or email enquiries@pagekirk.co.uk.

Independent Examination Services

Although charities and not-for-profit organisations can benefit from an audit, smaller organisations could find an independent examination more useful and cost-effective. If you are a trustee of a charity, then it is important to remember that the Charities Commission requires an independent examination on your charity’s accounts if your annual income is over £25,000.

Audits tend to be a lot more complex and can be required by law. If you fall into the following two categories, then the Charities SORP requires your accounts to be audited:

Gross annual income of over £1million
Gross assets over £3.26million and annual income over £250,000

Our independent examination services can also include:

Preparation of SORP-compliant financial statements to be filed at the Charity Commission and Companies House, if applicable
Providing support in preparing and filing of the annual return at the Charity Commission
Advising trustees of any regulatory changes

A report by the Charity Commission stated that only 70% of the accounts they reviewed met their requirements. This means that 30% of organisations submitting their figures risk fines and financial uncertainty in the future.

Independent examinations services ensure that charities are accurate and abide by the legal benchmarks put in place by the Charity Commission, as well as providing reassurance to stakeholders.

If you would like to find out more about our independent examination services, contact our team.

Bookkeeping and management accounts services

Unlike most businesses, charities will obtain their income from several sources, such as donations or grants. Income could get lost or combined with other revenue, leading to inaccurate figures being produced. By using cloud accounting software, charities can record and split out their income by source easily, allowing them to monitor their income streams effectively.

The data could also be split further by site/departments. You may have several charity shops across a wide range of areas, for example. Using some of the applications available with cloud accounting software, a charity can obtain daily sales reports directly from the shop tills. Performance can then be monitored, with accurate, real-time information, which allows you to make strategic decisions more easily and provide details more quickly to grant makers, enabling your organisation to grow faster.

Our bookkeeping services for charities can include:

Management accounts preparation
Preparation and submission of VAT returns in a manner that is compliant with Making Tax Digital (MTD) regulations

Cloud accounting implementation and training
Comprehensive accounts analysis
Tailored advice to help your organisation grow

Contact us to find out more about our bookkeeping services

Charity financial planning and management

Delivering insightful monthly management accounts, allowing trustees to make calculated financial decisions
Introducing key performance indicators to track organisational performance
Tracking and monitoring income and expenditure, ensuring water-tight compliance
Using industry knowledge and financial data to produce budgets
Offering tech-driven cashflow forecasting with strategic planning
Providing jargon-free presentations of financial performance in trustee meetings

Why work with Page Kirk?

Specialist Charity and Not-For-Profit Accountants

Being specialist charity accountants, we know the specific challenges that come with running a not-for-profit organisation. Part of our service will be updating you with opportunities and developments in the various changes in accounting, taxation, and financial management regulations for charities.

Professionally Accredited

We are chartered accountants and tax advisers, closely regulated by professional bodies ICAEW (Institute of Chartered Accountants in England and Wales) and CIOT (Chartered Institute of Taxation). This not only supports excellence and ensures the highest standards are maintained, but also provides reassurance that you are getting the best service and advice.

Global Connections

We are proud to be members of the Accelerate community, ensuring that our team is always up to date with the latest technical support, training, and industry-specific insights. Whether your charity operates globally or not, we have contacts around the world to help your charity expand.

Assigned a Partner

As well as always having a single point of contact whenever you need it, you’ll be assigned a partner, who ensures high client satisfaction.

Genuine business advice, that looks beyond your numbers

What really matters to us is building the long-term relationships our clients are looking for and giving them the very best advice. Beyond our accountancy services for charities and the not-for-profit sector, we are here to help you identify the strengths and weaknesses within your organisation.

Professional, Accurate and Friendly

Jargon-free professional advice, which enables trustees to make educated financial decisions.

With Page Kirk, not only will your business be compliant with laws and regulations, but you also have the assurance that our team will recognise operational areas for improvement, such as better structures and areas where technology can bring down costs and increase efficiencies.

Whatever type of charity or not-for-profit organisation you are running, our team of charity accountants in Nottingham can help ensure it is set up for success. Contact us today for further advice or to discuss the next steps by calling us on 0115 955 5500 or emailing enquiries@pagekirk.co.uk.

What’s next?

Arrange a consultation with Page Kirk charity Partner James Haywood to find out how we can help you. Call us today on 0115 955 5500 or email enquiries@pagekirk.co.uk.

Talk to Our Team

If you already have an accountant, it’s quick and easy to switch to Page Kirk.

Page Kirk is a leading accountancy practice in Nottingham, but we service clients across the country, so wherever you are based, we can help. We will assign you an accountant to assist you in growing your business and improving its efficiency. Contact us to find out how we can help you today.

Find Out More

Get in touch

From ensuring that you comply with your statutory requirements, to navigating the scaling-up of your business, through to effective profit extraction and dealing with your tax affairs, Page Kirk Nottingham accountants are here for you every step of the way.

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