Independent Examination

As a dedicated provider of financial assurance services for charities and not-for-profit organizations, we specialize in offering comprehensive independent examinations to ensure your financial statements accurately reflect your organization’s financial health and compliance with relevant regulations.

An independent examination is a critical review process for charities, designed as a lighter, more cost-effective alternative to full audits for certain types of organizations. It provides assurance that an organization’s financial statements offer a true and fair view of its financial activities and position for the period in question.

Why Choose Independent Examination?

Expertise and Innovation: Leveraging state-of-the-art technologies and methodologies, our services offer more than just compliance assurance. With a commitment to excellence, we aim to deliver an impact that exceeds expectations, by providing innovative audit experiences that bring your financial picture into sharp focus​

Industry-Specific Knowledge: Our approach is deeply rooted in a comprehensive understanding of the diverse industries we serve. By aligning our audit practices with industry-specific challenges and opportunities, we ensure that our services are not just about meeting regulatory requirements but about providing valuable insights that drive business growth​

Building Trust and Transparency: In today’s environment of scrutiny and volatility, the value of trust cannot be overstated. Our services are designed to enhance transparency and accountability, empowering businesses to meet and exceed stakeholder expectations. From financial statement audits to ESG reporting and technology assurance, we provide the assurance services that stakeholders require in an era of constant change​

Our Independent Examination Services

Comprehensive Independent Examination: Our team, comprising qualified and experienced examiners, conducts thorough reviews of your financial records and statements to assess their accuracy and compliance with the Charity Commission and Charities Statement of Recommended Practiceance (SORP) guidelines .

ESG Reporting and Assurance: Navigate the complex regulatory landscape of ESG reporting with customized insights that enhance trust and mitigate risk.

Eligibility and Compliance Consultation:We provide advice on whether your charity is eligible for an independent examination instead of an audit, based on your income levels and financial complexity

Tailored Examination Approach: Understanding that each charity has unique needs, we tailor our examination process to suit your specific circumstances, ensuring a focus on areas of significance and risk

Clear, Understandable Reporting: Upon completion, we deliver a detailed independent examiner’s report, highlighting our findings and any recommendations for improving your financial practices and reporting

Ongoing Support and Guidance: Our service doesn’t end with the examination report. We offer ongoing support and advice to help you implement any recommended changes and ensure continued compliance and financial health

Commitment to Quality and Trust:

It’s crucial to select an examiner who not only meets the independence and qualification criteria set by regulatory bodies but also understands the specific nuances of charity finance. Our team is well-versed in the latest charity accounting standards, ensuring a high-quality service that meets your needs