Charity & Not-for -profit Accountant

A person holding onto some paper with charity written on it
Specialist Accountancy Services for Charities, Not-for-Profits & Social Enterprises

Helping You Stay Compliant, Transparent and Financially Sustainable

 

At Odiri Tax Consultants & Accountants, we are proud to support the UK’s third sector with professional, sector-specific accounting, tax, and advisory services. We work with registered charities, social enterprises, CICs, and faith-based organisations, providing the financial confidence and clarity they need to meet regulatory obligations and deliver long-lasting social impact.

 

 

Who We Work With

Our charity accountants and tax specialists work with a wide range of organisations, including:

  • Registered Charities (Charity Commission/OSCR-registered)
  • Charitable Incorporated Organisations (CIOs)
  • Community Interest Companies (CICs)
  • Voluntary & Community Groups
  • Educational Charities, Trusts & Academies
  • Environmental & Arts Charities
  • Social Enterprises & NGOs

Whether you are just starting out or managing a complex, multi-funded operation, we provide tailored support to help you remain compliant, accountable, and financially efficient.

 

Why Charities Choose Odiri Tax Consultants

Trusted Charity Accountants with Sector Expertise, Practical Support & Proven Results

Choosing the right accountant is one of the most important decisions a charity can make. At Odiri Tax Consultants & Accountants, we go beyond traditional number-crunching — we become an extension of your team, ensuring your organisation thrives financially, remains compliant, and continues delivering impact.

Here’s why so many charities, community groups, CICs and not-for-profits across the UK trust us with their accounting, tax and governance needs:

 

  • 20+ years of experience in the charity and not-for-profit sector

  • ✔ In-depth knowledge of Charity SORP, HMRC guidance, and governance frameworks

  • ✔ Registered and regulated firm with qualified professionals

  • ✔ Fixed, transparent pricing – no hidden charges

  • ✔ Trusted by charities, CICs, and community groups across the UK

 

Our Comprehensive Services for the Charity & Not-for-Profit Sector

Tailored Financial, Tax and Compliance Support for Charities, CIOs, CICs and Social Enterprises

 

 

At Odiri Tax Consultants & Accountants, we understand that charities and not-for-profit organisations operate in a unique environment — where financial transparency, public accountability, and regulatory compliance are essential to your mission. That’s why we provide a comprehensive range of services specifically designed for charitable organisations, faith-based groups, social enterprises, and community interest companies (CICs) across the UK.

 

Our services go beyond routine compliance. We help you build financial resilience, improve governance, and increase your impact — while ensuring you meet all HMRC, Charity Commission, and Companies House requirements.

 

Charity Accounts Preparation & SORP Compliance

We prepare fully compliant annual accounts tailored to your organisation’s size and structure — including detailed fund accounting in line with the Charity SORP (FRS 102) framework.

What we provide:

  • Preparation of statutory accounts in accordance with Charity SORP
  • Fund accounting: restricted, unrestricted, designated & endowment funds
  • Trustees’ Annual Report drafting and review
  • Donor reporting and financial transparency
  • Management accounts to support strategic decision-making
  • Accounts filing with Companies House and the Charity Commission

We ensure your accounts clearly reflect how funds are raised, spent and allocated — building trust with donors, regulators, and stakeholders.

 

Independent Examination  Support

We provide full support for charities subject to independent examination and ensuring compliance with the Charities Act 2011 and other relevant legislation.

Services include:

  • Independent Examination for charities below the audit threshold
  • Liaison with external auditors
  • Support with internal financial controls and systems reviews
  • Trustee briefings on financial scrutiny

We make your examination  process smooth, stress-free, and regulator-ready.

 

Gift Aid Claims & Donation Management

Gift Aid can boost your income by 25% on eligible donations — but only when claimed correctly. We help you maximise this vital tax relief without risk of non-compliance.

Our Gift Aid services:

  • Preparation and submission of Gift Aid claims to HMRC
  • Review of donor declarations and donation records
  • Advice on eligibility and maintaining a clear audit trail
  • Support with the Gift Aid Small Donations Scheme (GASDS)

Many charities miss out on thousands each year — we make sure every eligible donation counts.

 

Charity VAT Advice & Compliance

VAT can be complex for charities due to partial exemptions and a mix of trading and non-trading income. We simplify VAT compliance and help maximise reclaim opportunities.

Our VAT services include:

  • VAT registration and deregistration
  • Analysis of charitable vs. commercial activities
  • Partial exemption method setup
  • VAT recovery planning
  • Support with VAT inspections and HMRC queries
  • Zero-rating and VAT relief for charities

From fundraising events to charity shops — we’ll help you manage VAT efficiently.

 

Payroll & Pension Services for Charities

Managing payroll for charity staff and volunteers requires accuracy and compliance with evolving legislation. We provide full payroll and pension support for peace of mind.

We manage:

  • PAYE registration and payroll setup
  • Weekly/monthly payroll processing
  • Auto-enrolment pension submissions
  • Real-Time Information (RTI) compliance
  • Staff expense reimbursements and record-keeping
  • Volunteer expenses policy guidance

Stay compliant with HMRC while supporting your team effectively.

 

Charity Formation, Governance & Restructuring

Whether you’re starting a new charity or converting to a CIO or CIC, we guide you through the entire setup or restructure process with confidence.

Support includes:

  • Advising on the most suitable legal structure (CIO, CIC, Trust, Company)
  • Charity Commission registration and documentation
  • HMRC registration for tax-exempt status
  • Governing document drafting and compliance
  • Advice on board composition, conflicts of interest, and trustee duties
  • Support with converting unincorporated organisations

Strong structures protect your mission, improve accountability, and reduce legal risk.

 

Strategic Financial Planning & Board Advisory

We work with trustees and leadership teams to help you plan, grow, and future-proof your organisation.

Advisory services include:

  • Budgeting and financial forecasting
  • Cash flow planning for restricted and unrestricted funds
  • Fundraising strategy support
  • Reserves policy development
  • Risk and financial governance reviews
  • Trading subsidiary setup and charity retail operations advice

We don’t just manage your numbers — we help you plan for sustainable impact.

 

Cloud Bookkeeping & Day-to-Day Financial Support

We offer reliable, cost-effective bookkeeping services using market-leading cloud software such as Xero, QuickBooks and Sage.

Our Cloud-bookkeeping Services include:

  • Day-to-day bookkeeping and reconciliations
  • Income and expenditure tracking by fund/project
  • Invoice management and payment processing
  • Petty cash and donation management
  • Digital record-keeping for audit and funder reporting

Stay on top of your financial records with real-time access and reporting.

Frequently Asked Questions (FAQs) – Charity Accounting Services

What charity accounting services do you offer?

We offer a full range of specialist services for the charity and not-for-profit sector, including SORP-compliant accounts preparation, independent examinations, Gift Aid claims, VAT advice, payroll processing, bookkeeping, and strategic financial planning. We also assist with setting up new charities, including Charity Commission and HMRC registration.

Are your accountancy fees fixed for charities?

Yes, our fees are completely transparent and fixed in advance. We offer tailored pricing packages specifically designed for charities and not-for-profits, helping you budget effectively with no hidden charges or unexpected invoices.

Can you help us submit a Gift Aid claim to HMRC?

Absolutely. We handle the complete Gift Aid process, from reviewing donor declarations and preparing claim schedules to submitting claims to HMRC. We also provide guidance on the Gift Aid Small Donations Scheme (GASDS) and help ensure full compliance with HMRC requirements.

Do you prepare SORP-compliant charity accounts?

Yes, we specialise in preparing accounts that fully comply with the Charity SORP (FRS 102) framework. We ensure accurate fund accounting — including restricted, unrestricted, and designated funds — and can assist with drafting your Trustees’ Annual Report.

Can you support us with Charity Commission or HMRC registration?

Yes, we guide charities through the registration process with the Charity Commission and HMRC. Whether you’re setting up a Charitable Incorporated Organisation (CIO), a Community Interest Company (CIC), or a charitable trust, we help with legal structure advice, documentation, and securing tax-exempt status.

Do you offer payroll and pensions support for charities?

Yes, we provide a full payroll service for charities, including PAYE registration, monthly or weekly payroll processing, auto-enrolment pension compliance, payslip generation, and RTI submissions to HMRC. We also advise on volunteer expenses and tax treatment for charity staff.

Can you provide advice directly to our board of trustees?

Yes. We regularly work with boards and trustees to provide tailored financial guidance. This includes management account reporting, budgeting, cash flow forecasting, reserves policy development, and financial training to help trustees meet their legal responsibilities.

Are you qualified to carry out an independent examination of our charity accounts?

Yes, we are fully qualified to conduct independent examinations for charities below the statutory audit threshold, in line with the Charities Act 2011. We ensure a professional, timely and cost-effective examination process.

Do you work with small or local charities?

Yes. We work with charities of all sizes — from grassroots organisations to national charities. Our services are designed to scale with your needs, whether you need occasional bookkeeping support or full financial oversight.

Can you work with charities based outside Peterborough?

Yes. We support UK-registered charities nationwide, and we also work with international charities operating through UK entities. We use secure cloud accounting platforms like Xero and QuickBooks to collaborate efficiently no matter where you're based.

Ready to Strengthen Your Charity’s Finances?

Whether you're a newly formed charity or an established not-for-profit organisation, expert financial guidance is essential to fulfilling your mission with confidence. At Odiri Tax Consultants, we’re here to help you stay compliant, increase transparency, and make the most of every pound. 🎯 Let’s simplify your accounting, boost your Gift Aid claims, and ensure you're meeting all HMRC and Charity Commission obligations — without the stress.
Scroll to Top