Independent Examination

We will support you to complete and submit your Independent Examination, Year-End Accounts and Tax Returns.


Year-End Accounts

We provide support to produce and submit your year-end accounts to the Charity Commission and Companies House, ensuring full compliance with guidance from the Charity Commission on your organisation’s legal structure. We also offer guidance on what to include in your trustee’s report which you will need to submit alongside your year-end accounts.


Independent Examination

The external scrutiny of charity accounts is a legal requirement if your gross annual income is in excess of £25,000. Charities with a gross income that is less than £1million and gross assets less than £3.26 million can choose an Independent Examination instead of an audit of their accounts. The advantage of an Independent Examination is that it is a less intrusive and more specialised to the voluntary sector. As a registered Independent Examiner we are approved under the Charities Act to conduct an independent examination.

We can also prepare income and expenditure statements where required for organisations whose income and assets fall under the above thresholds.

All of our services meet the requirements of GDPR and we only use robust systems like encrypted email to keep your data safe.


Tax Returns

Whether you are a CIC, social enterprise or a charity required to submit a Tax Return, we can support you to complete and file your annual tax return.


Straightforward excellent customer service with superb professional knowledge and clear communication


Not sure which services you need? That’s not a problem, we can help you understand the different legal requirements, and recommend which services are appropriate for your organisation. Call 0191 235 7020 or email