Charity Accounting
Clear, compliant and reliable charity accounting tailored to your organisation’s needs. We help you manage finances with confidence—supporting everything from day‑to‑day bookkeeping to budgeting, reporting and audit preparation.
Specialist financial support designed for the not‑for‑profit sector
Running a charity comes with unique financial responsibilities—complex reporting rules, strict regulatory requirements, and the constant need to demonstrate transparency to trustees, donors, and regulators. At CASEwork, we’re specialists in charity finance, providing tailored accounting support that helps you stay compliant, confident, and focused on your mission.
We are specialists in supporting smaller charities who can’t afford all the in-house finance skills they need. Our clients access our team of Finance Officers, supported by the amount of Finance Manager and Finance Director time they need.
We are specialists in supporting federated charity networks, with our clients including local charities from the Age UK, Mind, Citizens Advice and YMCA federations.
Bookkeeping
Management Accounts
Budgeting and Forecasting
Payroll Option
Frequently Asked Questions
What makes specialist charity accounting different from standard accounting?
Charity accounting follows specific rules, including fund accounting, SORP compliance and detailed reporting to regulators and trustees. As charity specialists, we ensure your organisation meets all requirements while presenting financial information clearly and transparently.
Do you provide full outsourced bookkeeping for charities?
Yes. We offer complete bookkeeping services tailored to the charity sector, including transaction processing, fund tracking, reconciliations and donor/grant income management. Our goal is to keep your financial records accurate, up to date and audit‑ready.
What’s included in your charity management accounts service?
Our management accounts highlight the financial performance of your charity, offering clear reports on income, expenditure, fund balances, cashflow and project‑level analysis. These insights help trustees and leadership teams make informed strategic decisions.
Can you help us build our annual budget and long‑term forecasts?
Absolutely. We work with your team to create realistic budgets, multi‑year forecasts and cashflow plans. This support helps you manage resources effectively, prepare for future challenges and demonstrate strong financial stewardship to funders and trustees.
How do you support charities during an audit or independent examination?
For clients who take our full service package, we help prepare all financial records, schedules and documentation needed for your audit. We also liaise with your auditors, respond to queries and ensure internal processes are clear and compliant - making the audit process as smooth and stress‑free as possible.
We have some of our own finance staff. How would they work with you?
If you have existing finance staff, please contact us for a conversation about which tasks you’d like us to take on, and how you’d like us to work together.
What sort of reports will you produce for our Trustees?
We can tailor reporting to your Trustees’ requirements. Contact us for a conversation about the information your Board is used to receiving, and how we can meet your needs.
How can you provide services to us exempt from VAT?
Charities which become members of CASEwork become part of our cost-sharing group. The conditions for creating a cost-sharing group are outlined here.
