Annual accounts

A major part of our work is the preparation and independent examination of accounts. Led by our CEO John O'Brien and Accounts Manager Eva Stevens, our accounts team of 8 staff have a wealth of experience in this field.

It's vital to have accounts which are clear, as simple as possible, and don't send people to sleep! You also need to make sure you comply with whatever regulations apply to your organisation.

Not sure what you need? You can read A rough guide to the legislation

CA Plus offer a comprehensive annual accounts service for both small and larger organisations.  Any organisation has to prepare accounts and there are rules about the type of accounts you need, and the external scrutiny you require.  We can help with:

  • Preparing professional accounts in the required regulatory format
  • Independent examinations for organisations with turnover of up to £1,000,000
  • Commitment to meet all reasonable timescales for completion and turnaround eg for your AGM
  • We work with any organisation that is, or could be, registered as a charity or CIC

We prepare and independently examine the accounts for over 300 organisations. 

Choosing your independent examiner – Have a read through this article written for the CFG Small Charities Programme by our CEO John O'Brien.

Some feedback from our clients:

“I feel I have a good working relationship with CA Plus.  They have a good understanding of the way the Church likes to have their accounts presented and everyone was pleased that they were finished by the middle of March.”

“Fantastic service as always, thank you for all your support throughout the year.”

“Thank you for completing our accounts within a short period of time, ensuring that we will be able to send the AR to the Charity Commission with the time period specified.  Very much appreciated. “