Professional, thorough and compliant independent examination services for UK charities with income between £25,000 and £1 million. Expert charity examiners ensuring your accounts meet Charity Commission requirements.
Understanding your charity's examination requirements and how we can help you meet them
An independent examination for charities is a legal requirement for UK charities with gross income between £25,000 and £1 million (or £250,000 for charities not registered in England and Wales). It provides an independent review of your charity's accounts to ensure they are accurate, complete, and comply with Charity Commission regulations.
Unlike a full audit, an independent examination is less intensive and more cost-effective whilst still providing trustees, donors, and stakeholders with confidence that your charity's financial affairs are properly managed and reported.
More affordable than a full audit whilst meeting legal requirements
Assures donors and stakeholders that finances are properly managed
Confirms accounts meet Charity Commission standards
Highlights potential problems before they become serious
Professional advice on financial reporting and controls
Less time-consuming than a full audit process
Comprehensive independent examination services tailored to your charity's needs
Complete independent examination of your charity's annual accounts, including balance sheet, statement of financial activities, and notes to the accounts. We ensure full compliance with the Charities SORP and relevant accounting standards.
Independent examination of receipts and payments accounts for smaller charities. We verify all income and expenditure, ensuring accurate recording and proper documentation of all financial transactions throughout the year.
Assessment of your charity's internal control systems and procedures. We identify weaknesses in financial controls and provide practical recommendations to strengthen governance and protect your charity's assets.
Professional preparation of the independent examiner's report to accompany your charity accounts. We provide a clear, compliant report that meets all Charity Commission requirements and gives confidence to stakeholders.
Expert guidance and support for charity trustees throughout the independent examination process. We help you understand your responsibilities, answer questions, and ensure smooth completion of the examination.
Detailed examination of restricted fund accounting and reporting. We ensure restricted funds are properly tracked, reported separately, and used in accordance with donor intentions and charity law requirements.
Since 2009, we've been providing independent examination services exclusively for charities. Our team of qualified accountants understands the unique challenges charities face and delivers examinations that are thorough, efficient, and compliant.
Dedicated charity accountants with deep knowledge of Charities SORP, Charity Commission requirements, and sector-specific accounting standards.
ACCA, IFA, and AAT qualified accountants with professional indemnity insurance and recognised expertise in independent examination.
Efficient examination process with typical completion within 2-3 weeks, ensuring you meet Charity Commission deadlines without stress.
Clear, upfront pricing with no hidden costs. You'll know exactly what your independent examination will cost before we begin.
Personal service from experienced charity accountants who are available to answer questions and provide guidance throughout the process.
A simple, structured approach to completing your charity's independent examination
We discuss your charity's requirements, income level, and accounting basis. We'll explain the independent examination process, timeline, and provide a clear fixed-fee quote for our services. This consultation is completely free with no obligation.
We provide you with a comprehensive checklist of required documents including accounting records, bank statements, trustee minutes, and supporting documentation. You can securely upload these through our online portal or send them by post.
Our qualified examiners conduct a thorough review of your accounts, checking accuracy, completeness, and compliance with charity accounting requirements. We verify transactions, review internal controls, and assess adherence to the Charities SORP.
If we identify any issues, discrepancies, or need additional information, we'll contact you promptly. We work collaboratively with trustees to resolve queries quickly and ensure the examination proceeds smoothly.
We prepare the independent examiner's report in the format required by the Charity Commission. You'll receive the signed report along with any recommendations for improving financial controls or procedures. Your accounts are now ready for submission.
Most independent examinations are completed within 2-3 weeks from receipt of all required documents.
Rush services available for urgent deadline requirements
Common questions about independent examination for charities
Our charity accountants are here to help. Get in touch for expert advice on your independent examination requirements.
Our experienced charity accountants are ready to help ensure your charity meets all compliance requirements with a thorough, professional independent examination.
Free Consultation
Fixed Fee Pricing
2-3 Week Turnaround
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