Charities and CIC’s

Running a charity or Community Interest Company (CIC) comes with unique challenges and responsibilities.

With Advisily by your side, you can focus on making a difference while we take care of your financial needs. We offer specialised accounting services tailored to the specific requirements of charities and CICs, ensuring compliance and transparency every step of the way.

Charity and CIC Compliance

We ensure your organisation meets all regulatory requirements, from the preparation of annual accounts to filing with the Charity Commission or Companies House. Our expertise helps you stay compliant, so you can focus on your mission.

Financial Reporting

We provide clear and accurate financial reports that demonstrate the impact of your work. Whether it’s for trustees, donors, or regulators, our reports give you the insights you need to show accountability and build trust.

Gift Aid Management

We handle the complexities of Gift Aid, helping you maximise your income through efficient claims and ensuring full compliance with HMRC regulations.

Budgeting and Forecasting

Our budgeting and forecasting services help you plan for the future with confidence. We work with you to create realistic financial plans that support your organisation’s goals and ensure sustainability.

Grant and Fund Management

We assist with managing grants and funds, ensuring that all income and expenditure are tracked and reported accurately. This helps you maintain transparency and meet the conditions of your funding agreements.

At Advisily, we understand the importance of the work you do. That’s why we’re committed to providing personalised, jargon-free advice and building lasting relationships with our clients. Our goal is to support your charity or CIC with the financial expertise you need to succeed.

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WHAT WE DO

Statutory & Compliance for Limited Companies

Running a limited company means ticking a lot of boxes, but it doesn’t have to be a hassle. At Advisily, we handle the nitty-gritty of statutory and compliance tasks, so you can focus on what really matters—growing your business.

Statutory & Compliance for Sole Traders and Partnerships

As a sole trader or partnership, keeping up with the essentials is important, but it doesn’t have to be tricky. At Advisily, we offer tailored statutory and compliance services that fit your needs perfectly, so you can focus on growing your business, stress-free.

Management Accounting

Knowing your numbers is crucial for making decisions that really add up. At Advisily, our management accounting services give you the clarity you need to steer your business towards growth.

Cloud-based Accountancy

Get ahead with Advisily and embrace the future of accounting. We’re all about using the latest cloud-based systems like Xero, QuickBooks, and Sage to make your financial life easier, improve efficiency and keep you connected, wherever you are.

TAX

Dealing with tax can feel overwhelming, but with Advisily on your team, you can relax knowing we’ve got it covered. We offer a full range of tax services designed just for small and medium-sized businesses, so you can focus on what you do best.

BOOKKEEPING

Keeping your books in order is key to business success, but it shouldn’t be a hassle. At Advisily, we handle your bookkeeping so you can save time and keep your finances in check.

PAYROLL

Managing payroll can be a time-consuming and complex task, but it doesn’t have to be. At Advisily, we take the hassle out of payroll, allowing you to focus on what really matters, growing your business.

WORK WITH AN ACCOUNTANT THAT UNDERSTANDS YOUR STORY

Whatever stage of business you’re at, Advisily can help you make sense of the numbers so that you can focus on growing your profits.

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