Charity Setup & Accounts Preparation

Expert Guidance for Charities, CICs, and Non-Profit Organisations

Setting up and managing a charity or community interest company (CIC) requires specialist knowledge of legal structures, compliance, and financial reporting. Our Charity Setup & Accounts Preparation services ensure your organisation meets regulatory requirements while maximising its impact.

From initial registration to annual financial statements, we provide end-to-end support tailored to the non-profit sector.

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Why Proper Charity Accounting Matters

✔ Legal Compliance – Meet Charity Commission, Companies House & HMRC rules
✔ Transparency & Trust – Accurate reporting for donors, trustees & grant bodies
✔ Tax Efficiency – Claim Gift Aid, business rate relief & VAT exemptions
✔ Avoid Penalties – Late filings risk fines or loss of charitable status

Our Charity Services

1. Charity & CIC Registration

  • Guidance on legal structures (CIO, Charitable Company, Trust, CIC)
  • Charity Commission registration (England & Wales)
  • OSCR Registration (Scotland)
  • CIC formation & “community interest” statements

2. Annual Charity Accounts & Reports

  • Preparation of Charity SORP-compliant financial statements
  • Trustees’ Annual Report drafting
  • Independent examination (for incomes under £1M)
  • Full audit support (for incomes over £1M)

3. Tax & VAT for Charities

  • Gift Aid claims & donor paperwork
  • VAT exemption checks (charitable activities vs. trading)
  • Corporation Tax returns (for taxable trading income)
  • Business rate relief applications

4. Charity Bookkeeping & Financial Controls

  • Fund accounting (restricted vs. unrestricted funds)
  • Grant tracking & reporting
  • Payroll for charity staff & volunteers
  • Budgeting & financial planning

5. Compliance & Governance Support

  • Trustee training on financial responsibilities
  • Policies & procedures (fraud prevention, reserves)
  • Charity Commission annual return submissions
  • Changes to governing documents

Who Needs These Services?

✔ New Charities – Setting up correctly from day one
✔ Established Charities – Streamlining annual accounts & compliance
✔ CICs (Community Interest Companies) – Balancing social impact & financial sustainability
✔ Churches, Schools & NGOs – Sector-specific accounting support

Contact

  • Manchester, United Kingdom
  • 0161 526 9044
  • info@probooksassociates.co.uk