Bookkeeping for Charities
Your numbers, in expert hands.
Charity finances aren't like other bookkeeping — restricted funds, Gift Aid, trustee reporting and statutory deadlines all bring their own rules, and getting them wrong can cost you more than time. With an CIMA-qualified specialist looking after your records, you get more than tidy books — you get the peace of mind that comes from knowing an expert eye is on your finances, catching what others might miss.
Fund accounting and donation processing, done properly.
I'll keep your income and donations processed and organised from day one, so your charity's financial picture is always clear, accurate, and ready when you need it.
Confidence with restricted funds.
Restricted funds are one of the easiest places for charity accounts to go wrong. I'll make sure yours are managed correctly and transparently, so you can always show exactly where every pound has gone.
Gift Aid, maximised.
From registration through to record-keeping and claims, I'll help you capture every penny of eligible Gift Aid — turning a often-overlooked admin task into real income for your cause.
Management and year-end accounts that actually help you.
I don't just produce numbers — I prepare management and year-end accounts that give trustees and teams genuine insight, so decisions are made with clarity, not guesswork.
VAT returns and annual filings, handled for you.
I handle VAT returns where applicable, and prepare accounts for filing with Companies House and the Charity Commission — so your key deadlines are met without you having to chase the detail. Every charity's filing requirements are a little different, so I'm always happy to talk through exactly what your organisation needs.
A note on independence: If I provide bookkeeping services for your charity, I'm unable to also carry out its Independent Examination — this protects the independence the examination is required to have. I can, however, still prepare your accounts and support you through the process.
Ready to hand your bookkeeping over to someone who understands charity finance inside out?
"Whilst Head of Finance at Tusk, Julie guided the charity’s financial management through a strong period of growth, maintaining a tight hold on the complex elements of the organisation’s revenue and deployment of funds to over 75 project partners across Africa. It was hugely reassuring for me as CEO to know that her budgets and forecasting were on track at all times."