Independent Examination
Professional independent examination for qualifying charities.
For charities below the audit threshold, an independent examination provides assurance to trustees, funders, and the Charity Commission. We conduct thorough, professional examinations with a clear understanding of charity sector requirements.
What We Do
- Independent examination of charity accounts
- Review of accounting records and systems
- Examination report for trustees
- Charity Commission filing support
- Recommendations for financial improvements
How This Helps You
- Meet Charity Commission requirements
- Assurance for trustees and funders
- Professional, sector-experienced examiners
- Clear, actionable examination reports
- Cost-effective alternative to full audit
Who This Is For
Charities below the statutory audit threshold
Trustees requiring independent assurance
Organisations with funder reporting requirements
Charities preparing annual accounts
Tools & Systems
- Xero
- QuickBooks
- Cloud-based integrations and reporting tools
How We Work
1
Understand your needs
We take time to learn about your organisation and goals
2
Set up or review
We configure systems and processes for accuracy
3
Deliver ongoing support
Reliable, proactive management of your finances
4
Provide insights
Clear reporting and advice to support decisions