Annual Accounts

We know that the annual report and financial statements can sometimes seem like an administrative nightmare.  We aim to make the process as painless as possible agreeing time tables and the schedules to be prepared by you in advance.


We offer fixed fee quotes when appropriate and always make it clear what is and is not included in the price.  We aim to ensure there are no nasty surprises.


Although we cannot draft the trustees' annual report for you we offer support in providing the framework to make drafting easier for you and comments and feedback to help you tell your story more effectively and ensure that you have included everything that is required.


We ensure that the trustees and senior management receive timely feedback.  We feel it is important to meet with trustees and senior staff to discuss the accounts and we are always pleased to be invited to your AGM and to aid the understanding of the accounts.



Specific services

  • audit and independent examination
  • drafting SoRP and other accounts
  • trustees report skeleton and feedback
  • attendance at meetings to discuss accounts
  • presentations at AGMs