SOCIAL PURPOSE Accountants
Helping charities & social enterprises thrive through clear, caring finance support.
Who are we good for?
We’re accountants with heart. We understand the pressures of running a mission-driven organisation, and we believe finance should be a tool for impact — not a headache.
Our packages are designed to fit every stage of your journey, from your very first funding bid to scaling your social enterprise or charity.
Starting a charity or social enterprise?
Are you not sure where to start or who to trust? Get in touch for a friendly and impartial chat for good advice. Let us help you help the cause that matters to you.
Want to increase your time to create more impact?
Do you want to increase your time to work on projects while making your hard earned income and donations go further? Keep on reading.
Do you want to improve your process and efficiency?
If you need some outside help to improve your processes and efficiency our amazing team works with you to make this a reality with your budgets.
Our Packages
Essentials Package - Stay Compliant & Stress-Free
Perfect for: New or small charities & social enterprises who just want the essentials covered.
We’ll handle:
Bookkeeping & annual accounts
Tax returns & Gift Aid claims
Payroll for up to 5 staff
Cloud accounting setup
Simple annual budget & one planning call
From £150/month – clear, fixed fees.
Growth Package - Get Clarity & Control
Perfect for: Organisations ready to improve financial planning and reporting.
We’ll handle everything in Essentials, plus:
Monthly management accounts & cashflow forecasts
Grant reporting & restricted fund tracking
VAT returns & charity-specific advice
Quarterly trustee-friendly finance reports
Mid-year budget review & reforecasting
From £350/month – investment in sustainable growth.
Partnership Package – Your Outsourced Finance Department
Perfect for: Larger or scaling organisations needing strategic finance leadership.
We’ll handle everything in Growth, plus:
Strategic planning for 1–3 years ahead
Board & trustee finance training
Risk management & stronger internal controls
Support with major grant bids
Impact reporting linking finance to outcomes
Digital transformation for your finance systems
Custom pricing – built around your organisation’s needs.
Flexible and Responsive
Only pay for what you need when you need it. We can work on a short or long term basis integrated into a team or working alone.
Fair Pricing
We endeavour to keep our own costs and wages as low as possible so we can pass on those savings to you. With experience of over 20 years in the sector you can be sure of the quality too.
Ethical Practices
We aim to be as ethical as possible in everything we do. This goes for the advice we give, how we work with you and helping you to streamline so your time is freed up.
What we can help with
Core Compliance
Charity
Charity SORP-compliant annual accounts
Bookkeeping & bank reconciliation
Payroll & pensions
HMRC charity tax exemption claims
Gift Aid claims and maximisation
VAT for charities (exemptions & partial exemptions)
Social Enterprise
Annual accounts (Companies House & HMRC)
Corporation tax returns & reliefs
Bookkeeping & bank reconciliation
Payroll & pensions
VAT registration & returns (including charity-like trading exemptions where applicable)
Advisory & Support
Charity
Budget creation & monitoring
Grant reporting (restricted/unrestricted funds)
Cashflow forecasts
Trustee financial training
Internal controls & fraud prevention
Fund management advice
Social Enterprise
Budget creation & financial modelling for trading income
Management accounts & performance dashboards
Social impact reporting for investors & funders
Business structure advice (CIC vs Ltd vs charity subsidiary)
Grant reporting for funded projects
Growth & Improvement
Charity
Impact-linked financial reporting
Digital accounting system migration (Xero, QuickBooks)
Multi-year financial planning
Support with large grant bids
Risk management reviews
Social Enterprise
Cashflow strategy for trading & grant mix
Investment readiness support
Digital finance transformation (cloud tools & automation)
Strategic growth planning (1–3 years)
Risk assessment & governance advice