If you run a charity or not-for-profit, you might need an Independent Examination instead of a full audit. It’s less intense, less expensive, and still gives trustees, funders and supporters confidence that your finances are sound.
PBT Accountancy offers the trusted expertise to ensure everything is in order – with minimal disruption and maximum clarity.
We’re here to make the process straightforward, transparent, and tailored to your organisation’s unique needs.
Think of it as a financial health check for you charity...
An independent examination is a simpler, more cost-effective alternative to a full audit, designed for charities and not-for-profits whose income falls below the audit threshold (currently £1 million, or £250,000 if income includes public funding).
The goal is to check that:
Your accounts and underlying records stack up
No material concerns have been identified
To show your trustees are doing things properly
It’s a statutory requirement for many registered charities – but it’s also a great opportunity to gain peace of mind and show your stakeholders that your organisation is operating with integrity and transparency.
You may need an Independent Examination if...
your charity is registered in England or Wales
you're below the audit threshold
your annual income exceeds £25,000
you don’t already require a full audit (based on funding or governing document rules)
Still not sure if you need one? Don’t worry – we’ll help you determine whether an independent examination is the right route based on your income, legal structure, and reporting obligations.
Need a trusted examiner for your charity?
If your charity or organisation needs an independent examination, we’re ready to help –
with care, clarity, and complete compliance.