Master Small Business Accounting Basics for Non-Profit Success
I offer a supportive, custom process for charities and CICs. You will work closely with me, Heidi, as we manage your non-profit reporting with total transparency and dedicated care for your organisation’s social impact and mission.
The Process
1. Connect
Fill out our form. Introduce your charity, CIC, or society so I can understand the specific services you need.
What I will need from you to begin our partnership heavily depends on your specific legal structure, as each distinct entity answers to its own overseeing regulatory body.
Charities & CIOs:
Both are regulated directly by the Charity Commission (and potentially HMRC for tax purposes). To get started, you will need your Unique Taxpayer Reference (UTR) for any necessary HMRC filings.
Community Interest Companies (CICs):
Your entity requires mandatory dual filing with both HMRC and Companies House, alongside the submission of a CIC34 Annual Report form. While Companies House transition laws are pushing toward digital-only tags, we carefully handle the required submission methods—including paper accounts by post where ideal—to keep your entity secure and compliant. For online setup, please have your Companies House Authentication Code ready.
Community Benefit Societies:
These entities are overseen strictly by the Financial Conduct Authority (FCA). To manage your accounts, you will need to invite me to your Mutuals Public Register (Mutuals FSE) profile so I can seamlessly compile and submit your required Annual Accounts and AR30 return on your behalf.
2. Mission Talk
During a calm introductory video call or structured email exchange, we will discuss your overarching community goals and map out your exact regulatory timeline.
We focus on identifying the specific compliance hurdles unique to your setup, ensuring you know exactly what is required before any deadlines approach.
Charity Commission Oversight:
For registered charities and Charitable Incorporated Organisations (CIOs), we lay out your Charity Commission Annual Return obligations. We will establish whether your organisation falls above or below the financial thresholds that require a full independent examination.
CIC Regulator Compliance: For Community Interest Companies, we demystify the community interest test and outline how to transparently report your social impact to the Office of the Regulator of Community Interest Companies. We discuss your upcoming CIC34 filing obligations and detail how your financial operations connect directly to your public purpose
3. Fund Assessment
To build an accurate financial blueprint, I review your most recent set of year-end accounts alongside your current day-to-day bookkeeping records.
If your organisation is brand new and just setting up, we will work together from the ground up to design the perfect financial infrastructure for your mission.
Full Cloud Bookkeeping Takeover:
If you prefer to focus entirely on your social cause, I can completely take over your weekly or monthly bookkeeping. Depending on your organization's transaction volume, I will transition your accounts onto specialized, charity-discounted cloud software like Xero for Non-Profits or QuickBooks Online to ensure tracking categories separate your restricted and unrestricted funds flawlessly.
I can also re-construct from bank statements, and spreadsheets. We can work together to find the best bookkeeping solution for your not for profit.
4. Formal Pledge
We will define a focused, strategic roadmap tailored to the exact operational manner you choose. My role is to provide the steady financial expertise you need to scale your impact safely, acting as a trusted advisory partner for every decision your organisation faces.
Strategic Growth & Asset Decisions:
Whether you are navigating large capital purchases, taking on a new property lease, or evaluating long-term liabilities, I provide the forecasting and risk analysis needed to protect your assets and satisfy your trustees.
Day-to-Day Operational Oversight:
From managing complex staff payroll costs to analyzing small daily expenditures to bring overheads down, I am available to evaluate your cash flow. I offer clear, objective advice to ensure your choices remain fully compliant with non-profit regulations, keeping your organization out of hot water with regulators.
5. Long Term Help
Once your financial systems are running smoothly, our ongoing relationship is entirely flexible. I check in as much or as little as suits your personal schedule and operational workflow.
Collaborative Data Review: When managing your day-to-day bookkeeping and compiling your final statutory accounts, I will occasionally reach out with specific, clear questions regarding unique transactions, donor grants, or upcoming expenditure plans.
Tailored Communication Channels:
We can work together collaboratively using the methods that feel most productive for your team. Whether you prefer regular video calls, structured monthly email summaries, or quick messaging catch-ups, we will design an communication rhythm that integrates seamlessly into your routine.
At the end of the day, you are the CIC owner, charity founder, or board of trustees—you drive the vision. I am here to handle the compliance, remove the financial stress, and provide steady back-office expertise so you can focus entirely on serving your community.
Kind, clear, dedicated
Secured Joy
In the world of CICs and charities, governance is vital. I handle your non-profit annual returns and fund reports early, allowing you to focus on leading.
A Direct Ally for your Mission
You deserve a specialist who understands the vital pulse of your charity or mutual. I personally manage every detail, ensuring your fund tracking stays true to your social objectives. Collaborating with me means you are a respected non-profit pioneer, and your organization's integrity is always my priority.
Open Insight
I explain charity transparency in simple terms, not technical talk. You will truly grasp the financial strength of your CIC or mutual without any stress.