Sector IV
Not-for-Profit Organisations
Reporting written for trustees, funders and the public at once.
Why it differs
Not-for-profit reporting answers to more readers than a company's does. Restricted and unrestricted funds must be visibly separate, grant conditions traceable, and the whole readable by a volunteer trustee board as well as a professional funder.
Recurring considerations
- 01Restricted and unrestricted fund accounting
- 02Grant conditions, tracking and reporting to funders
- 03Reserves policy and its presentation
- 04Trustee-facing reporting and financial governance
Services most often engaged
- 01Annual Accounts & Financial ReportingStatutory and management-purpose financial statements prepared to a consistent standard, with the reasoning behind the numbers explained.
- 04Bookkeeping & Management ReportingMaintained ledgers and a monthly or quarterly reporting pack built around the handful of figures that actually drive your decisions.
- 06Payroll ServicesPayroll processing run to a fixed calendar, with the reporting and record-keeping obligations that sit around it handled properly.