Industry accountancy

Accountants for charities and social enterprises

Limited company accounting for charities and social enterprises in London and the surrounding areas, built around how the sector actually trades.

Regulated and qualified through ICAEW, ACCA and AAT memberships held across our team

What this means for your company

Registered charities, CIOs and mission-led companies across London face the same statutory deadlines as any UK company, plus a handful of issues that are specific to the sector. We set the bookkeeping, VAT and reporting up around those issues rather than treating every company the same.

01

SORP accounts and the trustees' annual report

02

Independent examination thresholds and audit triggers

03

Restricted, unrestricted and endowment funds

04

Gift aid and the small donations scheme

05

Trading subsidiaries and profit donated up to the charity

06

Year-end accounts, corporation tax and director Self Assessment

What matters most for charities and social enterprises

Registered charities, CIOs and mission-led companies across London.

• SORP accounts and the trustees' annual report

• Independent examination thresholds and audit triggers

• Restricted, unrestricted and endowment funds

• Gift aid and the small donations scheme

• Trading subsidiaries and profit donated up to the charity

The compliance baseline

Whatever the sector, the company must file accounts with Companies House nine months after the accounting reference date, file a CT600 within twelve months of the period end, pay corporation tax nine months and one day after the period end, and file a confirmation statement each year.

Once taxable turnover passes £90,000 in a rolling 12 months, VAT registration and Making Tax Digital filing follow. Employing anyone, including a director on a salary, brings PAYE, RTI reporting and auto-enrolment pensions.

Thresholds, rates and deadlines quoted here reflect the 2026/27 UK position. Check current GOV.UK guidance, or ask us, before you rely on them for your own company.

Working with us

We agree the scope and monthly fee before starting, set up bookkeeping that fits how you invoice and buy, and send reminders ahead of every filing date.

You get plain answers to sector questions in normal language, and we say clearly when something needs specialist advice rather than guessing.

Frequently asked

Accountants for charities and social enterprises: questions directors ask

When does a charity need an audit rather than an independent examination?

Broadly once gross income exceeds £1m, or income exceeds £250,000 with assets over £3.26m. Below that, independent examination is normally enough, though funders and the governing document can impose a higher requirement.

Do you work with charities and social enterprises outside London?

Yes. Our focus is London, Morden, Croydon and the surrounding boroughs, but filing is digital and we work with charities and social enterprises across the UK.

What records are needed for accountants for charities and social enterprises?

Keep bank statements, sales and platform reports, purchase invoices, payroll records, VAT workings, finance agreements and Companies House correspondence. We confirm the exact list at onboarding and identify gaps before a filing deadline becomes urgent.

How much does help with accountants for charities and social enterprises cost?

The fee depends on transaction volume, record quality, VAT and payroll requirements, historic catch-up and the level of reporting needed. We agree a fixed scope and price before technical work starts, with published packages available on our fees page.

Can you take over accountants for charities and social enterprises from another accountant?

Yes. We request professional clearance, collect the prior records and authorities, check the next Companies House and HMRC deadlines, and give you one clear handover list. The process is normally completed remotely.

Can accountants for charities and social enterprises be handled online?

Yes. We work through secure cloud records, scheduled reviews and digital approvals, while keeping a named team available by phone, video call and email. Clients can also visit our Morden office by appointment.

Which accounting software works best for accountants for charities and social enterprises?

We regularly work with Xero, QuickBooks, FreeAgent, Sage and connected sales or expense apps. The right setup depends on transaction volume, integrations and the reports you need, not simply the software brand.

What tax deadlines matter for accountants for charities and social enterprises?

The relevant calendar may include annual accounts, Corporation Tax payment and return dates, confirmation statements, VAT returns, payroll submissions and Self Assessment. We map the dates from your company year end and registrations.

Can I get free basic tax advice about accountants for charities and social enterprises?

Yes. You can ask a straightforward initial question without charge. Calculations, filings, written advice, planning and HMRC correspondence are scoped and quoted before work begins.

Included approach

Organised, explained, on schedule.

Clear scopeDeadline visibilityHuman support

Ready when you are

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Key tax terms explained

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Tell us what is getting in the way.

Share your next deadline, accounting problem or growth question. We will reply with a clear next step and quote any technical work before it begins.

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Appointments run Monday to Friday, 9:00am to 5:30pm. Your confirmation is emailed straight away.

Four London offices

Meet us in Morden, Croydon, Chelsea or Mitcham

Work with us entirely online, or sit down with your accountant at whichever office suits you. Open Monday to Friday, 9:00am to 5:30pm. Office visits are by appointment only, so please book before coming in.

Morden, Surrey12 London Road, Morden, SM4 5BQHead office, two minutes from Morden Underground station.DirectionsRead ACCOTAX Google reviews
Croydon73 Park Lane, Croydon, CR0 1JGCentral Croydon, minutes from East Croydon station.DirectionsRead Croydon Google reviews
ChelseaM-112, 65-69 Lots Road, SW10 0RNWest London base for Chelsea, Fulham and Kensington clients.DirectionsRead ACCOTAX Google reviews
Mitcham141 Morden Road, CR4 4DGServing Mitcham, Tooting and the CR4 postcodes.DirectionsRead Mitcham Google reviews

Free, no obligation

Book a call

Pick a time that suits you and a qualified accountant will call you about your company, deadlines and fees.

Appointments run monday to friday, 9:00am to 5:30pm. Your confirmation is emailed straight away.

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