Accounting & Reporting

Master financial reporting and accounting practices essential for managing fundraising effectively and transparently. Our articles explain budgeting, donor reporting, and maintaining records that build stakeholder confidence.

Do My Accounts Need to Be Audited?

Your charity might legally need an audit depending on its size and income, so here's how to work out if yours does.

Preparing a Charity Annual Return

Walk through what information charities need to provide in their annual return filing and how the three-part form is structured.

Preparing Your Charity Accounts

Set up your charity accounts properly with guidance on record-keeping rules, filing requirements and what the Charity Commission expects.

Self Assessment Responsibilities for Fundraisers

Freelance fundraisers need to know what Self Assessment requires, including income reporting, expenses, and payment deadlines.

What Are My Charity's Accounting and Reporting Obligations?

Your charity's accounting requirements depend on your size and structure, with smaller organisations having simpler reporting than larger ones.