Charity Accounts & Independent Examination

Trusted financial assurance for charities and non-profits.

Specialist Charity Accounting Services

Jovian & Co provides charity accounts and independent examination services to charities, CIOs, and non-profit organisations across the United Kingdom.

We understand the unique regulatory requirements that charities face and work closely with trustees to ensure compliance while maximizing the impact of your charitable work.

Charity Accounts Service

Independent Examination: Requirements & Thresholds

The requirement for an independent examination depends on your charity's income level:

  • Income under £25,000 – No examination required (unless specified in your governing document)
  • Income between £25,000 and £1,000,000 – Independent examination required
  • Income over £1,000,000 – Full statutory audit required

Even if your charity falls below the threshold, an independent examination provides valuable assurance to funders, donors, and stakeholders.

Our Charity Accounts & Independent Examination Services

Charity Accounts Preparation

  • Preparation of annual accounts in accordance with Charity SORP
  • Receipts and payments accounts for smaller charities
  • Accruals accounts for larger charities
  • Trustees' Annual Report preparation

Independent Examination

  • Thorough examination of charity accounts
  • Verification that accounts comply with legal requirements
  • Assurance that accounts are free from material misstatements
  • Constructive feedback to strengthen financial controls

Ongoing Support

  • Bookkeeping and financial record keeping
  • VAT advice and returns (where applicable)
  • Payroll services
  • Governance and compliance advice

Why Choose Jovian & Co?

  • Specialist expertise in charity accounting and regulations
  • Clear, fixed-fee pricing with no hidden charges
  • Personal, partner-led service for every client
  • Fast turnaround to help you meet filing deadlines
  • Proactive advice to help your charity thrive

Ensure Your Charity is Compliant

Get in touch for a professional independent examination of your accounts or a free consultation about your charity's accounting needs.

Contact Us