Charities and trusts

Charity accounting

Accounting for charities isn’t about profit – it’s about clarity and transparency. Your stakeholders, trustees and donors need to feel that your accounts are totally accurate. In addition, there are various additional compliance issues charities face, from meeting the requirements of the charity SORP to reporting on Gift Aid. At the same time, even if profit isn’t a focus, efficiency certainly is, because efficiency means more money to invest at the frontline, fulfilling your social mission.

How we help charities

Our team of specialist charity accountants has years of experience with third sector organisations such as charities, trusts and social enterprises. They provide support with day-to-day accounting, freeing up your time and resources to focus elsewhere. That includes payroll, bookkeeping and other routine jobs, as well as the preparation of annual accounts in line with Charity Commission rules.

If your charity has to file a corporation tax return, they’ll handle that, too, along with monthly management accounts and trustee reporting.

We have a special focus on technology, systems and cloud accounting – all powerful tools charities can use to make themselves more efficient and more viable in the long term.

We can also provide a charity audit, if you’re over the statutory threshold, or conduct an independent examination if you’re not.

If your charity operates retail or hospitality outlets, we can take care of things like VAT and Gift Aid.

And, finally, if you want to ensure you’re not paying more tax than necessary, we can provide long-term tax planning advice.

Find out how we can take your business forward today.

We do things differently

Why choose Moffatts?

Clients find us and stay with us because they’re looking for a bit more from their accountant. It’s partly about personality – we get on with people and build genuine relationships. But we also deliver results. 

We believe in making life easier for all business owners.

We strive to improve your processes, systems and cashflow.

We offer the full range of accounting, tax and audit services.

Make the move today

If you’re ready to make a change and get the accountancy support your business or charity deserves, we’ve got some good news: it’s dead easy these days. Once you’ve made the call, you can leave most of it to us.

Make the call

We’ll talk, agree fees and services, and then you confirm you want to switch in writing. (Email is fine.)

Set us going

We’ll handle the paperwork and handover with your current accountant, quickly and efficiently.

Get onboard

From day one, you’ll feel the difference. From accounting systems to contacts, we’ll get you set up and sorted.