Annual accounts & independent examinations
Annual accounts are more than just a legal requirement. They're a crucial tool for transparency, strategic planning, and demonstrating your charity's financial responsibility to funders, donors, and the wider public.
Our service
We provide comprehensive annual accounts preparation that goes beyond basic compliance, offering detailed insights and guidance to help your organisation understand and improve its financial position.
“The quality of your service and support makes the trying year end process so much easier.”
Sustainability First
What’s included
Preparation of financial statements meeting your specific statutory obligations.
Independent examination of accounts.
Preparation and filing of tax returns to HMRC if required.
Guidance and support with all aspects of the annual accounts process.
Support with submissions to Companies House.
Recommendations for best practice in your own financial management systems.
How we work
Initial consultation to understand your specific financial context.
Systematic collection and review of financial documentation.
Detailed financial analysis and statement preparation.
Using accounts production software, templates, and peer review to ensure compliance.
Collaborative review with your team.
Who we work with
We support a diverse range of charities and CICs across the UK, from small local organisations to larger national charities with more complex financial structures and reporting requirements.
Registered charities
Tailored approach that recognises the unique financial challenges of charitable organisations.
Flexible support adapted to your charity's specific size and complexity.
Commitment to helping you maximise financial transparency and effectiveness.
Community Interest Companies
Specialist understanding of CIC financial reporting requirements and tax.
Support for maintaining social enterprise financial transparency.
Guidance on meeting regulatory and compliance standards.
Spectrum Wasp
Spectrum WASP (We Are Special People) is a charity that supports children on the autistic spectrum with disabilities, special and additional needs in Nottinghamshire.
“We’ve grown exponentially since we formed in 2009. If we didn’t have the help of CA Plus it would be very difficult for us to manage and keep on top of our accounts, especially given that we are working with large funding quantities.
Working with CA Plus has been amazing and without their support completing our monthly reports and end of year accounts would prove very difficult and time consuming. Their vast knowledge has been a great asset and without them we wouldn’t be in the position we are in today.”
Pricing
As a charity ourselves, we understand the financial constraints non-profits face.
Our aim is to provide affordable, professional financial support that doesn't burden your organisation's resources, ensuring you receive high-quality service at a reasonable cost.
Do all charities need an independent examination?
Charities with annual income over £25,000 are legally required to have an independent examination or audit.
Frequently asked questions
How long does it take to prepare accounts?
Typically 4-6 weeks, depending on the complexity of your financial records and the completeness of your documentation.
Can you help if our financial records are disorganised?
Absolutely. We offer additional bookkeeping support to help get your records in order before account preparation.
What qualifications do your accountants have?
Our team comprises qualified accountants with specific expertise and years of experience in nonprofit financial management. Our practising certificate is with the Association of International Accountants.
Request a quote
Ready to streamline your annual accounts process? Contact us for a free consultation and discover how we can support your charity's financial reporting.