Accountancy for Charities
We trust them with far more than our money.
The numbers have to be right. Compliance matters. Trustees need confidence in the information they’re given. And CEOs need professional partners who bring more to the table than a set of annual accounts.
That’s why we work with the specialist charity accountancy team at Banks Sheridan.
With more than 20 years’ experience working with charities and the third sector, they bring together accountancy expertise, strategic advice and a genuine understanding of the challenges facing organisations like ours.
They’re also part of the wider Banks Sheridan Group, bringing additional financial expertise when it’s needed.
They understand our sector. They understand our organisation. And we trust them.
Helping People and Organisations Thrive
Professional services for organisations moving forward.
When your charity is developing, modernising or becoming more efficient, you need professional partners who can contribute to that progress.
Banks Sheridan combines longstanding third-sector experience with a modern, personal approach.
You have direct access to the people managing your organisation. No endless messages, no constantly chasing answers and no explaining your circumstances to someone new every time you call.
For a busy CEO, a good accountant should do more than produce accurate accounts. They should add value, offer strategic advice and help you make better-informed decisions.
Experienced enough to understand the complexities. Modern enough not to make them more complicated.
And they’re genuinely nice people who take the time to care about the organisations they work with.
They know charity finance.
You shouldn’t have to teach your accountant how the third sector works.
Whether you’re using Xero, QuickBooks, Sage, FreeAgent or a spreadsheet, Banks Sheridan can work with where you are and help develop your financial systems as your organisation grows.
Their specialist services include:
BOOKKEEPING | MANAGEMENT ACCOUNTS | PAYROLL & PENSIONS | GIFT AID | VAT | CASH FLOW | FUNDER REPORTING | CHARITY ACCOUNTS | AUDIT | INDEPENDENT EXAMINATION | STATUTORY COMPLIANCE
Restricted and unrestricted funds, different income streams, charity reporting and the additional requirements of operating across charitable and trading activities aren’t unusual exceptions to them.
It’s what they’ve been doing for more than 20 years.
Charity accounting is changing. Your accountant should already be ahead of it.
With Charities SORP 2026 introducing new accounting and reporting requirements, having specialist advice matters more than ever.
Banks Sheridan understands the changes and can help your charity prepare, adapt its financial systems and meet the requirements that apply to it.
From sound financial reporting to confidence in your organisation’s systems and finances, it’s about more than compliance. It’s about giving your CEO and trustees the information and reassurance they need to make decisions and plan ahead.
Articles for Charities & Not-for-Profits
Latest perspectives
Better for the CEO. Reassuring for the Board.
Good financial management isn’t simply about preparing accounts at the end of the year.
It’s about having reliable systems, meaningful reporting and a clear understanding of your organisation’s financial position throughout the year.
For CEOs, that means accessible professional advice, timely financial information and a specialist who understands the organisation without needing everything explained from the beginning.
For trustees, it means confidence in the organisation’s financial reporting, internal systems and compliance, with experienced professionals available when the Board needs guidance.
One relationship. Different needs. Both matter.
Take a look for yourself
We are happy to introduce you to Banks Sheridan. Learn more about their team and how to contact them on their website.