We’ll help you navigate the unique requirements of a registered charity.
Running a not for profit organisation and registered charity has its own unique set of financial, accounting and tax challenges that need to be navigated with care and attention to detail.
As community-minded accounting and tax advisors, we focus on sustainable business practices and the detail that keeps your finances on track – so you can stay focused on what matters most.
The reality is that every organisation needs healthy cash flow and reliable income to sustain its mission. Balancing this with bookkeeping, tax compliance, and day-to-day pressures can be challenging.
With our experience across many types of organisations, we’ll help you stay in control of your finances and across the important details, while keeping your purpose front and centre.
Choose the right structure (incorporated association, company limited by guarantee, charitable trust) and guide you through the setup process, including ABN/TFN registration, DGR status application, and governance requirements.
Bookkeeping, payroll, and financial reporting services to keep your organisation compliant with ACNC, ATO, and funding body regulations.
Assistance with creating sustainable budgets and cashflow projections to ensure your not-for-profit thrives in both short- and long-term operations.
Preparation of financial reports tailored for board meetings, funders, and stakeholders, ensuring transparency and informed decision-making.
Our team helps with accurate and timely financial reporting to funding bodies, ensuring compliance and maintaining trust with grant providers.
We prepare financial statements and liaise with auditors to streamline your annual reporting process.
We provide tailored financial forecasting and management reporting to help with strategic decision-making
Our bookkeeping team ensures payroll, superannuation, and financial records are accurate and up to date.
We help you transition to cloud-based accounting solutions like Xero and MYOB for improved efficiency and reporting.
Please provide us with a bit of information about yourself & we’ll get back to you shortly.