We’ll help you understand what level of scrutiny your charity needs — and make the process straightforward from planning to sign-off.
You may be:
That’s where we come in.
Whether your charity needs a full statutory audit or an independent examination, we make the process clear, collaborative and tailored to your organisation.
From accounting years ending on or after 30 September 2026:
Included in our charity audit and independent examination service:
Your charity audit. Delivered clearly, on time, and with care.
Book a discovery call and we’ll help you identify the right route.
It depends on your charity’s income, assets, legal structure, governing document and any funder or regulator requirements. We’ll help confirm whether you need a full audit, an independent examination, or whether a voluntary audit would be beneficial.
A charity audit provides a higher level of assurance and includes an audit opinion on the accounts. An independent examination is a lighter-touch review, designed for eligible charities that do not require a full audit. It still provides external scrutiny, but the work involved is more limited.
Yes. Many charities choose a voluntary audit to strengthen governance, support funding applications, provide reassurance to trustees, or demonstrate transparency to donors and stakeholders. We have written a blog about this here.
We’ll provide a tailored request list, but this may include accounting records, bank statements, year-end schedules, details of restricted funds, grant agreements, donation records, Gift Aid information, trustee minutes, reserves policy and related party transaction details.
This depends on the size and complexity of the charity, the quality of records, and whether accounts are ready for review. We agree a timetable upfront and highlight key requests early so trustees have time to review and approve the accounts.
Yes. We can assist you with preparing the statutory accounts from your accounting records as part of the audit or independent examination. If you need support with preparing your accounting records our Client Finance team can assist.
We’ll raise it early, explain the impact clearly, and help you understand the options. Our aim is no surprises — just practical, constructive feedback.
Not sure which rules apply?
Charity reporting thresholds are changing in 2026, and the right route depends on your year end, income, assets, legal structure and any funder or governing document requirements. We’ll review your position and explain whether your charity needs an audit or an independent examination, or whether a voluntary audit may be worthwhile.
Our expertise spans a wide range of industries, with 60% of our client base concentrated in the following core sectors:
Consultants, agencies, engineers, and other specialised firms providing expert professional services.
SaaS companies, crypto businesses, software development firms, and tech start-ups.
Manufacturers, supply chain operators, warehousing businesses, and logistics providers.
While we specialise in these areas, our diverse client portfolio includes businesses across various industries, from retail to construction and manufacturing to hospitality.
No matter your sector, we’re equipped to support your growth and success.
