Charitable Trusts & Non-Profits

Clear, practical accounting for charitable trusts and community organisations

We provide specialist accounting for charitable trusts and non-profit organisations across New Zealand, helping boards and trustees meet their financial and compliance obligations with confidence. Our team works with charities, incorporated societies, and community organisations to deliver clear, reliable reporting and practical advice.

Our Accounting for Charitable Trusts Services

Our tailored accounting for charitable trusts and non-profits includes:

Preparation of annual financial statements for charitable trusts and non-profit organisations
Charity returns and ongoing Charities Services compliance reporting
Support with XRB charity reporting standards
Board and trustee financial reporting and budgeting
Cashflow forecasting and financial planning for long-term sustainability
Payroll, GST, and tax compliance where required
Practical advice for trustees managing charitable trust responsibilities

Supporting Charitable Trusts and Community Organisations

We understand the responsibilities that come with managing a charitable trust or non-profit organisation. Our approach to accounting for charitable trusts focuses on:

Clear, plain english financial reporting
Supporting trustees to meet legal and reporting obligations
Ensuring compliance with Charities Services and IRD requirements
Providing financial clarity to support better decision-making

We take the complexity out of charitable trust accounting, so trustees and committees can focus on delivering meaningful outcomes for their communities.