Specialist Charity Accountants Providing Clarity, Compliance and Financial Confidence
Professional accounting, Gift Aid, VAT, payroll, governance and financial advisory services for charities, CIOs, CICs, social enterprises, community groups and faith-based organisations across the UK.
We help trustees and leadership teams meet their regulatory responsibilities, strengthen financial controls and use their resources effectively to deliver sustainable social impact.
Supporting Your Mission Through Stronger Financial Management
Charities and not-for-profit organisations operate in a highly accountable environment. Trustees must safeguard funds, maintain reliable records, comply with reporting requirements and demonstrate how resources have been used to advance the organisation’s purposes.
Financial Clarity for Trustees, Leadership Teams and Stakeholders
At Odiri Tax Consultants & Accountants, we understand the operational and regulatory pressures facing charities, CIOs, CICs, social enterprises and community organisations.
We combine specialist accounting knowledge with practical commercial insight. Our objective is not simply to produce accounts, but to help your organisation improve financial control, increase transparency, protect its resources and plan confidently for the future.
- Clear reporting of restricted and unrestricted funds
- Support with regulatory and filing obligations
- Stronger internal financial controls
- Accurate Gift Aid and tax compliance
- Useful management information for trustees
- Forward-looking budgeting and cash-flow advice
Specialist Support for Charities and Purpose-Led Organisations
Our services can be tailored to the size, structure, activities and reporting responsibilities of your organisation, from newly established community groups to complex, multi-funded charities.
Registered Charities
Accounting, compliance and advisory services for charities registered with the relevant regulator.
Charitable Incorporated Organisations
Financial reporting and governance support for foundation and association-model CIOs.
Community Interest Companies
Accounts, Corporation Tax and reporting support for CICs pursuing community and social objectives.
Faith-Based Organisations
Specialist support for churches, ministries, religious charities and faith-led community organisations.
Community and Voluntary Groups
Proportionate accounting and governance support for grassroots organisations and local initiatives.
Educational Charities
Financial reporting for educational trusts, training organisations and learning-focused charities.
Social Enterprises
Accounting and advisory services for organisations balancing commercial activity with social impact.
International and UK NGOs
Financial reporting and compliance support for organisations operating across projects, regions and funding streams.
Comprehensive Accounting, Tax, Compliance and Advisory Support
Our services are designed to strengthen financial governance, support regulatory compliance and provide trustees with the information they need to make sound decisions.
Charity Accounts and SORP Compliance
Preparation of annual charity accounts with appropriate fund reporting and disclosures, tailored to your organisation’s legal structure and reporting requirements.
- Statutory charity accounts
- Restricted and unrestricted fund accounting
- Designated and endowment fund reporting
- Trustees’ Annual Report support
- Companies House and regulator filing support
Independent Examination Support
Professional support with the independent examination process for charities that are eligible for this form of external scrutiny.
- Preparation of examination-ready records
- Independent examination services where appropriate
- Liaison with external examiners or auditors
- Financial control reviews
- Trustee reporting and recommendations
Gift Aid Claims and Compliance
End-to-end Gift Aid support to help your charity claim eligible relief while maintaining reliable donor records and a clear audit trail.
- Gift Aid claim preparation
- Donor declaration reviews
- Retail Gift Aid compliance reviews
- Gift Aid Small Donations Scheme support
- HMRC review and enquiry assistance
Charity VAT Advice and Compliance
Practical VAT advice for charities with charitable, non-business, fundraising and trading activities.
- VAT registration and deregistration
- Business and non-business income analysis
- Partial exemption reviews
- VAT recovery planning
- Charity relief and zero-rating advice
Payroll and Workplace Pensions
Reliable payroll and pension administration for charity employees, directors and eligible workers.
- PAYE registration and payroll setup
- Weekly or monthly payroll processing
- Real Time Information submissions
- Workplace pension administration
- Staff and volunteer expense guidance
Formation, Governance and Restructuring
Advice on establishing, incorporating or restructuring a charity, CIC, social enterprise or community organisation.
- Legal structure guidance
- Charity and HMRC registration support
- Governing document assistance
- Trustee duties and conflicts guidance
- Trading subsidiary and restructuring advice
Management Accounts and Reporting
Timely management information designed to help trustees and leadership teams monitor performance, funding and financial sustainability.
- Monthly or quarterly management accounts
- Fund and project reporting
- Budget-to-actual analysis
- Key performance indicators
- Board reporting packs
Strategic Financial and Board Advisory
Practical financial advice to support strategic planning, funding decisions and long-term organisational resilience.
- Budgeting and forecasting
- Cash-flow planning
- Reserves policy development
- Financial risk reviews
- Trustee and leadership briefings
Cloud Bookkeeping and Finance Support
Day-to-day bookkeeping and digital accounting support using modern cloud systems such as Xero, QuickBooks and other suitable platforms.
- Bank and control account reconciliations
- Fund and project coding
- Income and expenditure processing
- Donation and petty-cash records
- Digital records for funder reporting
Protect and Strengthen Your Charity’s Gift Aid Position
Gift Aid is an important source of additional income, but incomplete declarations, poor record-keeping or incorrect eligibility decisions can expose a charity to repayment demands and compliance risks.
We review the complete Gift Aid process, including donor onboarding, declarations, data management, claim preparation, controls and governance.
- Fundraising and retail Gift Aid reviews
- Historic declaration and data-quality checks
- Governance and responsibility mapping
- Process, system and control recommendations
- HMRC compliance and enquiry support
Specialist Support Grounded in Practical Third-Sector Experience
Charity accounting requires more than general business accounting knowledge. Fund restrictions, Gift Aid, governance, public accountability and regulatory reporting all require careful and informed treatment.
We work collaboratively with trustees, leadership teams and internal finance staff. Our advice is proportionate, clearly explained and focused on helping your organisation meet its responsibilities while continuing to deliver its mission.
Contact Our Charity Accounting TeamA Clear and Structured Charity Accounting Service
Our onboarding and delivery process ensures that the scope, responsibilities, information requirements and fees are clear from the beginning.
Initial Consultation
We discuss your organisation’s structure, activities, reporting requirements, current systems and principal challenges.
Scope and Quotation
We define the services required and provide a clear, professional quotation before the engagement begins.
Information and Review
We obtain the relevant records, review your accounting position and identify any information or compliance issues requiring attention.
Delivery and Ongoing Support
We complete the agreed work, explain the outcome and provide ongoing support appropriate to your organisation.
Charity Accounting and Compliance Questions
What charity accounting services do you provide?
We provide charity accounts preparation, fund accounting, independent examination support, Gift Aid services, VAT advice, payroll, bookkeeping, management accounts, governance support and strategic financial advice.
Do you prepare Charity SORP-compliant accounts?
Yes. We prepare charity accounts using the appropriate reporting framework and include relevant fund accounting and disclosures based on the organisation’s structure, size and circumstances.
Can you assist with an independent examination?
Yes. We can assist eligible charities with independent examination requirements, preparation of supporting records, liaison with an examiner and implementation of recommendations arising from the review.
Can you review and submit Gift Aid claims?
Yes. We can review donor declarations and supporting records, prepare claim schedules, assist with HMRC submissions and evaluate the strength of your Gift Aid systems, controls and audit trail.
Can you help us register a new charity or CIO?
Yes. We can advise on suitable structures and assist with the financial, governance and registration aspects of establishing a charity, CIO, CIC or other purpose-led organisation.
Do you provide charity VAT advice?
Yes. We advise on VAT registration, business and non-business activities, partial exemption, recoverable input tax, fundraising, charity shops and relevant VAT reliefs.
Can you report directly to our trustees or board?
Yes. We can prepare management reports, attend board or finance committee meetings and explain financial information, risks, forecasts and compliance matters to trustees and senior leadership.
Do you work with small and newly established charities?
Yes. We support organisations of different sizes, from newly formed community groups and faith-based charities to established charities with multiple funding streams, employees, shops or trading subsidiaries.
Do you work with charities outside Peterborough?
Yes. We support charities and not-for-profit organisations throughout the UK using secure cloud systems, digital document exchange, telephone meetings and video consultations.
Will we receive a quotation before work begins?
Yes. Once we understand your organisation and the scope of work required, we provide a clear professional quotation before commencing the engagement.
Strengthen Your Charity’s Finances, Governance and Long-Term Impact
Contact Odiri Tax Consultants & Accountants for specialist charity accounting, Gift Aid, VAT, governance and financial advisory support. We will review your requirements, explain the appropriate next steps and provide a transparent professional quotation.
