“Our treasurer retired and nobody is sure what sits in each fund.”
Restricted, unrestricted and designated funds are tracked and reported separately.
Who we help · Churches and charities
For churches and charities
Clear stewardship for every fund and every trustee
Gift Aid, SORP-compliant accounts, Charity Commission reporting and fund accounting handled by people who understand church finances.
Gift Aid and reporting actionsQuarter to 30 June
Gift Aid declarations checked184 donorsPosition checked
Gift Aid claim£6,420Filed and confirmed
Small Donations Scheme reviewInformation required
Restricted fund reconciliationWith Smith & Johnson
Trustees' reportForecast
Actions are assigned against the current records so trustees can see what is complete and what needs attention.
A worked example with illustrative figures. Gift Aid eligibility and reporting requirements depend on the charity's records and circumstances.
The problems we solve for churches and charities
Three concerns trustees bring to the first conversation
“We know Gift Aid is worth thousands, but claims keep slipping.”
Declarations are checked and valid claims are processed regularly.
“The trustees are responsible, but the reporting does not help them govern.”
They receive clear fund positions, actions and filing deadlines they can use in meetings.
Stewardship needs a visible trail. SORP-compliant accounts, Charity Commission reporting and fund records are kept aligned, so trustees can see how money was received, restricted and used.
Which package fits
Most churches need one of two levels
Keep the essentials compliant
SORP-compliant annual accounts, the Charity Commission return, quarterly Gift Aid claims, basic fund accounting and current bookkeeping. Right for smaller churches.
Give trustees a fuller current view
Adds monthly Gift Aid claims, full fund accounting, minister and staff payroll and trustee meeting reports. Right for growing churches.
Church and charity work is priced for the organisation's circumstances. The calculator gathers the starting details, then the exact scope is confirmed before work begins.
Request a quoteSee what your support would cost
Our quote form asks the same questions we would
Answer them once and we will email the package and indicative fee that fit.