Charity Financial Statements and Independent Examinations

At Priors Croft we understand that the income of a charity should as far as possible be spent on charitable activities. We therefore ensure that the level of financial reporting, whilst meeting all legal and statutory requirements, is also appropriate to the charity size and individual requirements. We provide a personal and friendly service and take great pride in helping charitable organisations meet their financial and legal obligations. Our pricing is very competitive as we appreciate that a charity must meet its' governance requirements with minimal impact on financial resources.

Priors Croft can help…

We can assist charities with not only the preparation of their financial statements, but also their independent examination. Our director, Joanne Macready ACA, has been employed by the Charity Commission and therefore has considerable knowledge and experience of the charitable sector and the reporting and regulatory requirements.

We can assist Trustees with the following services:

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Preparation of the Annual Return

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Advising on the content of the Annual Report

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Regular proactive guidance and updates

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Assisting with the preparation of the charity accounts

…whether they are simple receipts and payments accounts or accounts prepared under the charity SORP (Statement of Recommended Practice).

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Undertaking an independent examination of the financial records

Free, Easy to Use Software

We’ve partnered with Intuit QuickBooks Online and the use of this cloud based accounting software is offered free to our clients as part of our service. This simple and easy to use software makes bookkeeping for your charity quick and easy. QuickBooks Online connects directly to the charity bank account and downloads all transactions into QuickBooks removing the need for manual input or the use of spreadsheets. If you choose to make use of QuickBooks, we can set up your charity records and provide you with the training and support you need to get you up and running quickly.   Thereafter we offer email and telephone support to help you with any queries that you may have relating to the software.

Our Mission

 

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The level of financial reporting is appropriate to the charity’s size and individual requirements.

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Our charity clients receive regular proactive guidance and updates ensuring that trustees are up to date with the legal and regulatory requirements.

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We help our charity clients to minimise the amount of time spent on bookkeeping and maintaining the financial records by offering free, easy to use software.

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Our services are delivered at a competitive price.

Or if you would like to discuss our services further or make an enquiry, please use the contact form below or call us on 0330 223 0245.

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Priors Croft Accountancy Ltd is a registered company registered in England and Wales under company number 9930604. Our registered office is: Priors Croft, 8 Leighton Road, Neston, Cheshire, CH64 3SD

In accordance with the disclosure requirements of the Provision of Services regulations 2009, our professional indemnity insurer is AXA Insurance UK Plc, registered office: 5 Old Broad Street, London EC2N 1AD. The territorial coverage is United Kingdom.

We are a specialist Charity Independent Examiner in Merseyside and provide examination services in Wirral, Liverpool, Manchester and the North West.

0330 223 0245 info@priorscroft.co.uk