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Charity Accounts Specialist


I provide high quality accountancy and audit services to charities and voluntary organisations throughout County Durham.
  • Are you looking for a proactive accountant who understands the issues facing charities?

  • Are you in need of cost effective financial guidance?

  • Do you need help in complying with the changing charity regulations?

  • Audits for charities with income over £500,000 per year.
I provide high quality accountancy services and financial advice to charities and voluntary organisations throughout County Durham.

I take time to get to know you and to understand your culture and aims so that I can offer you relevant and realistic advice.

I hope to be in contact with you throughout the year to offer you timely advice when it is needed, and am willing to attend trustee meetings and AGMs.

I am a member of the Institute of Chartered Accountants in England & Wales’ Charity and Voluntary Sector Group, which means I am well informed and up to date on charity issues.

I also give courses and seminars to local charities on accounting and governance issues and am the financial trustee for a busy local charity – so I understand the issues facing your organisation.


Services provided:
  • Preparation of year end accounts in accordance with accounting regulations.

  • Independent examinations and audit exemption reports for charities with income of under £500,000 per year.

  • Assistance with business plans, budgets and cash flow forecasts.

  • Assistance with grant claims and applications.

  • Advice on accounting systems and internal controls.

  • Advice on, amongst other things, risk management, recruitment of trustees, reserves and the use of trading subsidiaries

  • Audits for charities with income over £500,000 per year.


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