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 trusted, friendly expertise with minimal disruption and maximum clarity.
We make the process straightforward, transparent and tailored to your organisation’s needs.
Think of it as a financial health check for your charity.
An Independent Examination is a simpler, more cost‑effective alternative to a full audit. It’s designed for charities whose income falls below the audit threshold and ensures your accounts:
match the underlying records
follow the Charities Act requirements
show no signs of material issues
demonstrate good governance to trustees and the public
It's a statutory requirement for many charities — and a great way to gain reassurance and demonstrate 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
your governing document or funders require it
If you’re unsure whether you need one, don’t worry — we’ll help you determine the correct reporting requirement based on your structure and income.
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.