Expert Accounting & Financial Services for Charities

Tailored Financial Solutions for Charities

Charities have specific financial needs, including managing donations, grants, and restricted funds. We offer a range of services designed to streamline your financial operations, ensure regulatory compliance, and help you maximising the resources available to further your charitable mission. With our expert support, your charity can operate more efficiently and achieve long-term financial sustainability.

Navigating Digital Record Keeping for Businesses: What You Need to Know

Starting in 2026, businesses with an annual income over £10,000 will be required to follow new regulations under Making Tax Digital (MTD)These changes mean that your business will need to submit financial filings multiple times per year and keep digital records for tax purposes.

Under the new MTD rules, direct submissions to HMRC will no longer be possible. Instead, businesses will need to use third-party software to manage their finances and ensure compliance.

Don’t let this overwhelm you

Our Accounting & Financial Services Include:

  • Digital Record-Keeping & BookkeepingWe manage your business’s digital record-keeping, ensuring that all transactions, receipts, invoices, and expenses are accurately recorded and easily accessible.

  • HMRC Filing AssistanceWe help ensure that your business meets MTD deadlines by filing your taxes and financial reports through approved software, keeping you in line with HMRC’s requirements.

  • Tax Return PreparationOur team prepares and submits your business’s tax returns, maximising available allowances and maximising tax liabilities, all while ensuring full compliance with tax laws.

  • Secure Online PortalYou’ll have 24/7 access to your financial data through our secure online portal, allowing you to manage your finances from anywhere at any time.

  • Invoicing ToolsWe provide user-friendly invoicing tools that help you streamline your billing process, track payments, and manage cash flow effortlessly.

Tax Compliance & Financial Transparency for Your Business

Tax Compliance and Financial Transparency Campaign offers businesses an opportunity to regularise their financial affairs and ensure full compliance with all tax requirements. Whether due to misunderstandings of tax rules or previous oversight, this initiative allows businesses to disclose any outstanding liabilities and avoid potential penalties.

This campaign is open to all businesses, regardless of size, that have undisclosed tax matters. It’s a vital step in ensuring transparency, maintaining trust, and upholding the highest standards of financial integrity. Please note, this campaign is not intended for non-commercial entities.

Optimising Your Business Structure

It’s crucial for businesses to consider the most effective structure for managing finances and operations. For some, it may be beneficial to establish a Limited Liability Company (LLC) or another corporate entity.

Incorporation can provide several advantages, including limiting personal liability and offering a clearer framework for governance. However, the decision to incorporate should be made thoughtfully, as it comes with specific financial implications. Incorporated businesses must adhere to detailed governance and tax requirements. Additionally, if your business is considering reinvesting its surplus funds, we can help you explore more efficient ways to manage that income through strategic financial planning and structuring.

How we can help:

  • Guidance on Structuring Your Business for Tax EfficiencyWe help you choose the most effective business structure to minimise tax burdens and enhance operational efficiency.

  • Expert Advice on Navigating Business TaxationOur team provides in-depth support with tax planning, compliance, and strategy to ensure your business stays aligned with the latest regulations.

  • Support with Registration and Compliance for Incorporated BusinessesWhether you’re considering incorporation or need help with compliance requirements, we provide expert guidance throughout the process.

Simplify Your Charity’s Finances Today