What We Do

We cater for charities and community groups of all sizes providing practical help and advice that can be used in the day to day financial records and controls of charitable organisations.


It is important to remember:

That the legal responsibility for financial management lies with every trustee and not just the treasurer. The Trustee may delegate duties such as carrying out the daily duties of banking and entering information into the cash books to the treasurer or a staff member, but the trustee retains ultimate responsibility.

All charities must maintain accounting records as required by s130 of the Charities Act 2011 or, charities registered under the companies Acts, section 386 of the Companies Act 2006.

All charities must prepare a trustees’ report, a set of accounts and an annual return even though some of these may not be required to be sent to the Charity Commission.

The main objectives of a bookkeeping system are to provide a record of all transactions but information also needs to be recorded in a way that makes it easy to use whilst a providing a quick, accurate picture of your organisations financial position on which to base trustee decisions.

To help you achieve this we offer a tailor made service to suit your business.

When you first contact us we will arrange a meeting with you to discuss your needs and how we can help you.