Why Your Bristol Charity or CIC Needs a Specialist Accountant

 

Running a charity, Community Interest Company (CIC), or non-profit in Bristol comes with unique financial challenges. From managing restricted funds to ensuring compliance with the Charity Commission and HMRC, having a specialist charity accountant in Bristol is essential.

At EasyAccounts & Tax LTD, we provide tailored accountancy services for Bristol-based charities, CICs, and non-profits, helping you focus on your mission while we handle the numbers.

What Does a Charity Accountant Do?

A charity accountant in Bristol does far more than just crunch numbers. They ensure your non-profit or CIC stays financially healthy, compliant, and transparent. Here’s how we support Bristol charities:

✅ Charity-Specific Bookkeeping & Financial Reporting

Proper bookkeeping is the backbone of any successful charity. Unlike regular businesses, charities must track restricted vs. unrestricted funds, donations, and grants separately. We provide:

  • Accurate, real-time financial records tailored to charity accounting standards

  • Customized reports for trustees, donors, and grant applications

  • Transparent fund tracking to ensure compliance with donor restrictions

✅ Preparation of Annual Accounts (SORP-Compliant)

Charities must follow the Statement of Recommended Practice (SORP) when filing accounts. We ensure:

  • Full compliance with Charity Commission & Companies House requirements

  • Clear, detailed reports that meet SORP standards

  • Timely submissions to avoid penalties

✅ Charity Commission & Companies House Filings

Staying on top of regulatory filings is crucial. We handle:

  • Annual returns for the Charity Commission and Companies House

  • Updates to governing documents or trustee changes

  • Deadline management so you never miss a submission

✅ VAT & Gift Aid Claims

Charities can benefit from tax efficiencies, but the rules are complex. We help with:

  • Maximizing Gift Aid claims on eligible donations

  • VAT partial exemption calculations to recover taxes

  • Advice on trading subsidiaries to optimize tax positions

✅ Governance & Financial Compliance Advice

Strong financial governance protects your charity’s reputation. We offer:

  • Trustee training on financial responsibilities

  • Internal controls & fraud prevention strategies

  • Policy reviews to ensure best practices

✅ Budgeting & Financial Forecasting

Smart financial planning ensures long-term sustainability. Our services include:

  • Cash flow projections to avoid funding shortfalls

  • Scenario planning for grant applications

  • Cost-saving strategies to maximize impact

✅ Independent Examinations & Audits

Depending on your income level, your charity may need an independent examination or audit. We provide:

  • Independent examinations for smaller charities (under £1M income)

  • Full audits for larger charities (over £1M income)

  • Detailed reports that satisfy regulators

📍 Why Choose EasyAccounts and Tax?

As a Bristol-based charity accountant, we understand:
✅ Local funding opportunities – Knowledge of Bristol grants and trusts
✅ Face-to-face meetings – Personalised service when you need it
✅ Quick response times – Urgent queries handled promptly

📌 Serving Bristol, Bath and Wiltshire area

📍 Our Bristol Office:
EasyAccounts and Tax LTD
Argentum, 510 Bristol Business Park,
Coldharbour Lane, Bristol, BS16 1EJ

Email: info@esy-tax.co.uk
Phone: 0117 313 7173

📅 Opening Hours:
Monday-Friday: 9am-5:30pm
Saturday: By appointment

💬 Get Expert Charity Accounting Help – Drop Us a Message!

👉 “Send Your Enquiry – We’ll Help Straight Away”
Please enable JavaScript in your browser to complete this form.

📲 Request a Callback

👉 “Prefer to chat? We’ll call you back at your convenience!”
Call Back Request Form

📋 Get a Free Quote

👉 “Want to know our affordable startup accounting packages? Get a free, no-obligation quote today!”
Please enable JavaScript in your browser to complete this form.
Your Name
What accounting services you need ?

❓ FAQs on CIC & Non-Profit

1️⃣ Do charities pay tax in the UK?

Most charities benefit from tax exemptions, but some trading income may be taxable. We ensure you claim all available reliefs like Gift Aid.

2️⃣ What’s the difference between a CIC and a charity?

A CIC is a social enterprise with limited profit distribution, while a charity is strictly not-for-profit. Both need specialist accounting.

3️⃣ Do small charities need an audit?

Charities with over £1M income require an audit; smaller ones may only need an independent examination. We guide you through the requirements.

4️⃣Can a charity claim VAT back?

Some charities can reclaim VAT on certain expenses. We help maximise VAT recovery through partial exemption schemes.

5️⃣ How do I choose the right accountant for my Bristol charity?

Look for:

  • Experience with charities/CICs

  • Knowledge of SORP accounting

  • Local Bristol expertise

Please enable JavaScript in your browser to complete this form.

This will close in 0 seconds