Community Accounting Service

Charities, not-for-profit social enterprises and small CICs play a vital role in supporting communities, often delivering life-changing services with very limited resources. However, managing finances can be one of the most challenging parts of running a charitable organisation – particularly when staff and volunteers are already stretched thin.

Strong financial management is essential for sustainability, good governance and long-term impact. Clear financial information helps you plan ahead, meet regulatory requirements, secure funding and build trust with funders, partners and beneficiaries.

• Bookkeeping Support: Accurate and timely recording of transactions, receipts and expenses ensures financial records are clear, organised and up-to-date.
• Financial Reporting: Budgets, cash-flow forecasts, management reports and year-end accounts support better planning and informed decision-making.
• Compliance Assistance: Support with Charity Commission, Companies House and HMRC requirements, including Gift Aid submissions, reduces risk and administrative pressure.
• Capacity Building: Templates, policies and procedures help trustees and volunteers build confidence and strengthen financial management skills.

1. Initial Consultation: We begin by understanding your specific needs, structure and challenges.
2. Service Package Selection: A suitable level of support is recommended, from light-touch help to a full accounting service.
3. Onboarding and Setup: Documents are gathered, records organised and systems set up for smooth operation.
4. Ongoing Support and Review: Regular check-ins and annual reviews ensure continued compliance and clarity.