Supportive, clear and compliant financial guidance for charities of all sizes. 

Supportive, clear and compliant financial guidance for charities of all sizes 

Running a charity or community organisation comes with unique responsibilities — financial transparency, good governance and accurate reporting. At PBT Accountancy, we provide friendly, expert support that helps you stay compliant and confident, without the overwhelm. 
 
Whether you're a small charity, a CIO, a local community group or an established organisation, we’re here to make your financial management simple, accurate and stress‑free.. 

How We Support Charities 

How We Support Charities 

We offer a complete range of accountancy and compliance services tailored to the charity sector: 
 
✔ Independent Examinations 
A clear, compliant review of your accounts carried out in line with the Charities Act and Charity Commission guidance. Ideal for charities below the audit threshold. 
 
✔ Year‑End Charity Accounts 
Preparation of SORP‑compliant accounts (receipts & payments or accruals), tailored to your size and structure. 
 
✔ Charity Bookkeeping 
Accurate, organised bookkeeping including restricted/unrestricted fund tracking, grant monitoring and project‑based reporting. 
 
✔ Payroll  
Reliable payroll for charity staff. 
 
VAT for Charities 
Help navigating complex charity VAT rules, exemptions and registration requirements. 
 
✔ Ongoing Support & Advisory 
Friendly, approachable guidance for trustees, Treasurers and charity managers — we’re here all year round, not just at year end. 

Who We Work With 

We support a wide range of organisations, including: 
 
Registered charities 
Charitable Incorporated Organisations (CIOs) 
Non-profits and social enterprises 
Community groups and associations 
Clubs and societies 
Faith‑based organisations 
Not‑for‑profit companies 
Volunteer‑led organisations 
 
If you're unsure whether your group qualifies, just ask — we’re always happy to help. 

We’re shaping the future of non-profit finance, and we need YOUR real-world experience to guide the way. 

Non-profits are the heartbeat of our communities — but behind every mission is a daily battle to stay financially strong, resilient, and ready for growth. 
 
That’s why your experience matters. 
We’re gathering real insights from real non-profit leaders to better understand: 
 
✔️ The financial pressures you’re facing 
✔️ Where your time is being drained 
✔️ What’s working — and what absolutely isn’t 
✔️ The tools, systems, and support you wish existed 
Your answers will directly influence how we build future resources, tools, and strategies to help non-profits: 
 
💡 Strengthen cash flow 
💡 Streamline operations 
💡 Simplify reporting 
💡 Create sustainable financial health 
💡 Feel more in control, organised, and confident 
This isn’t just a questionnaire. 
 
It’s your chance to shape solutions designed for you, based on your real needs, not guesswork.