Affordable, Compliant Financial Reviews for Charities & Non-Profits
Charities with incomes under £1 million (or £250,000 for some) require an Independent Examination instead of a full audit. Our specialist service ensures your charity meets Charity Commission requirements while providing trustees and donors with confidence in your financial reporting.
Why an Independent Examination is Essential
✔ Legal Requirement – Mandatory for most charities below the audit threshold
✔ Donor & Funder Confidence – Shows transparent, properly managed finances
✔ Cost-Effective Alternative – More affordable than a full audit
✔ Early Issue Detection – Identifies errors or weaknesses in financial controls
Our Independent Examination Service
1. Full Examination Process
- Review of Charity SORP-compliant accounts
- Verification of income & expenditure
- Check for compliance with governing documents
- Confirmation funds were used properly
2. Required Documentation
✔ Annual accounts (prepared by you or us)
✔ Bank statements & cashbook records
✔ Invoices & payment evidence
✔ Minutes of trustee meetings
3. Examination Report
- A clear statement confirming whether accounts meet requirements
- Highlighting any material issues (if found)
- Recommendations for improving financial controls
4. Follow-Up Support
- Help address any issues raised
- Advice on implementing recommendations
- Trustee training on financial governance
Who Needs an Independent Examination?
✔ Registered Charities with income under £1 million (or £250k if constitution requires)
✔ Unregistered Charities needing verification for funders
✔ CICs & Non-Profits requiring financial reviews
Contact
- Manchester, United Kingdom
- 0161 526 9044
- info@probooksassociates.co.uk
