Accounting and Tax Services for Charities
5 Key Services for Charities
Charity Setup & Registration
Guidance on charity formation, structure, and registration with the Charity Commission.
Charity Accounts & Reporting
Preparation of compliant charity accounts in line with the SORP.
Gift Aid & Tax Reliefs
Maximising Gift Aid claims and ensuring all available reliefs are claimed correctly.
Independent Examination & Audit Support
Support for annual reporting requirements.
Trustee Support & Advisory
Ongoing advice to trustees on governance, controls and financial responsibilites.
Case Studies
Community-Based Charity
Who:
A small community charity supporting vulnerable individuals through local outreach programmes.
Challenge:
The trustees had limited financial experience and were struggling to prepare annual accounts that met Charity Commission requirements. They were also unsure how to correctly submit Gift Aid claims.
Solution:
Matplus prepared compliant charity accounts, implemented a simple bookkeeping system, and provided guidance on Gift Aid processing. We also supported the trustees through their annual reporting responsibilities.
Result:
The charity achieved full compliance, improved financial transparency, and increased income through accurate Gift Aid claims.
Growing Educational Charity
Who:
An educational charity expanding its programmes and receiving funding from multiple grant providers.
Challenge:
The organisation needed clearer financial reporting to satisfy funders and trustees but lacked the internal systems to produce reliable management information.
Solution:
Matplus introduced monthly management reporting, budgeting support, and cash flow forecasts to ensure funding was tracked accurately and spent in line with grant conditions.
Result:
The charity gained better financial control, improved accountability to funders, and strengthened its governance framework.
Charitable Trust
Who:
A charitable trust providing financial support to individuals in need.
Challenge:
The trustees were concerned about meeting compliance requirements and preparing for their first independent examination.
Solution:
Matplus reviewed financial records, prepared compliant accounts, and liaised with the independent examiner to ensure a smooth year-end process.
Result:
The trust completed its reporting with confidence and avoided delays or compliance issues.
Charities operate in a unique environment where transparency, accountability, and compliance are essential. Trustees must ensure that funds are used appropriately while meeting strict reporting requirements set by the Charity Commission and HMRC. At Matplus, we provide specialist accounting and tax services for charities, helping organisations of all sizes meet their financial responsibilities while focusing on delivering positive social impact.
Our team supports charities with every aspect of financial management, from charity setup and registration through to the preparation of annual accounts in line with the Charities SORP. We also assist with Gift Aid claims, ensuring charities maximise available tax reliefs and increase their funding without increasing donor effort. For growing organisations, we provide budgeting, management reporting, and cash flow forecasting, enabling trustees to make informed decisions and demonstrate accountability to funders and stakeholders.
Charities are often run by passionate individuals who may not have a financial background, which is why Matplus places a strong emphasis on clear communication and practical support. We help trustees understand their financial obligations, maintain accurate records, and prepare for independent examinations or audits. By implementing straightforward bookkeeping systems and offering ongoing advisory services, we remove the burden of financial compliance so charities can focus on what matters most.
Working with Matplus means your charity benefits from professional financial oversight, improved governance, and peace of mind that all regulatory requirements are being met. Whether you are establishing a new charity or managing a well-established organisation, our tailored charity accounting services ensure your finances are transparent, compliant, and aligned with your mission.
Why Choose Us
Expert Team
Certified professionals with years of experience
Trusted & Secure
Your data is protected with bank-level security
Always Available
Around the clock availability
Proven Results
Helping businesses save money and grow
