Accounts & independent examination
Accountants for charities & social enterprises
Do good. We'll keep the books that prove it.
Specialist fixed-fee accounting for UK charities, CICs and social enterprises — SORP, CIC34, Gift Aid and fund accounting, done properly — with a grant-funding portal and an accountant who speaks your sector's language.
CIC34 & corporation tax
Claim every eligible pound
Funding portal included
Why the sector chooses us
Three things that matter to a mission
FreeAgent, included
Award-winning bookkeeping software in every package — worth up to £330 a year. Ideal for CICs and company-style social enterprises; for charities that need fund accounting we set up the right tools instead.
About FreeAgent
Grants & social investment
Our Swoop-powered funding portal maps grants, social investment and community finance against your cause and structure — one search, real options, non-repayable money surfaced first.
Explore funding
Sector compliance, handled
SORP accounts, independent examination, CIC34 reports, Gift Aid and fund accounting — the second rulebook, done right, so regulators and funders stay happy.
How it worksWho we help
Every shape of doing good
Community Interest Companies
CIC34 reports, corporation tax, the asset lock and community benefit — the CIC regime handled by people who actually know it. See our CIC accounting services.
Registered charities
SORP accounts, independent examination or audit coordination, trustees' annual report, restricted and unrestricted funds.
Charitable companies & CIOs
The company-and-charity double rulebook, filed correctly with both Companies House and the Charity Commission.
Social enterprises & co-ops
Companies limited by guarantee, co-operatives and community businesses — structured and reported to match your mission.
Trading subsidiaries
The trading arm that gift-aids profits up to the parent charity — set up and run to stay tax-clean.
Grant-funded projects
Restricted-fund tracking and the funder reports that keep the next grant coming.
What's included
Compliance, clarity and capacity for the cause
- Annual accounts under the Charities SORP or the right framework for your structure
- Independent examination where appropriate, or audit coordination where required
- CIC34 community interest reports for CICs, filed with Companies House
- Gift Aid registration, claims and the Small Donations Scheme
- Fund accounting — restricted, unrestricted and designated funds tracked cleanly
- Corporation tax for CICs and trading subsidiaries, calculated and minimised
- Payroll & pensions for your team, plus a named accountant on WhatsApp all year
Funding · Powered by Swoop
Grants and social investment — the whole market, one search.
Every client gets access to our Buzz funding portal, powered by Swoop — one of the UK's leading business-funding platforms. One profile, matched against 1,000+ providers: start-up loans, working capital, asset finance, grants and equity.
- Start-up loans and government-backed schemes
- Grants you may never have heard of
- Working capital, invoice and asset finance
- No obligation — see your matches before you decide
Financial guidance
Pensions, protection, wills & legacy — explained.
Working for yourself means no one hands you a pension or a safety net. Our plain-English guides explain the financial basics charities and social enterprises actually need to understand — and where to get regulated advice if and when you want it.
- Workplace pensions & group benefits
- Personal financial planning
- Wills & estate planning
- Legacy giving & gifts in wills
Free guides
Written for the sector
CIC, charity or company?
The structure decision that shapes everything — tax, funding, control and reputation — explained without the jargon.
Read guideCharity accounts & SORP
Independent examination vs audit, the thresholds, and what the SORP actually asks of you.
Read guideGift Aid & tax reliefs
The reliefs charities most often miss — Gift Aid, GASDS, business rates and VAT quirks.
Read guideQuestions the sector asks
Straight answers
Do you work with both charities and social enterprises?
Yes — registered charities, CIOs, charitable companies, CICs and other social enterprises. We match our support to your structure, because a CIC and a registered charity have very different rulebooks.
How much does a charity or CIC accountant cost?
Fixed monthly packages from £39 + VAT for smaller organisations, scaling with size and complexity. FreeAgent is included in every package, and your exact price is agreed in writing first.
Can you prepare SORP accounts and do our independent examination?
We prepare charity accounts under the Charities SORP (FRS 102) and can act as your independent examiner where your income makes an examination (rather than a full audit) appropriate — and coordinate an audit where one is required.
Do you handle Gift Aid claims?
Yes — Gift Aid registration, claims (25p per £1 donated) and the Gift Aid Small Donations Scheme, set up so you never leave eligible money with HMRC.
Does a CIC pay corporation tax?
Yes — this surprises a lot of founders. CICs are ordinary companies for tax and pay corporation tax on their profits (unlike registered charities, which are largely exempt). We make sure it's calculated and minimised properly.
Can you help us find grants?
Yes. Every client gets our Swoop-powered funding portal — mapping grants, social investment and community finance to your cause — plus our help getting your numbers funder-ready.
