Fiduciary for Associations & foundations
Associations and foundations have to keep proper books, may need a statutory audit, and often want charitable tax-exempt status, usually while run by volunteers. We keep them compliant without burying the board in admin.
Associations and foundations have to keep proper books, may need a statutory audit, and often want charitable tax-exempt status, usually while run by volunteers. We keep them compliant without burying the board in admin.
We know the bookkeeping and audit duties of associations and foundations, and how to secure and keep charitable status.
What matters most in Associations & foundations
Statutes and bookkeeping duty
Your statutes and the law define how you must keep your books. Larger associations face full accounting obligations, not just a simple cash list.
Statutory audit
Above certain size thresholds a statutory audit is mandatory. Knowing when it kicks in, and preparing for it — avoids last-minute scrambles.
Charitable status and tax exemption
Tax exemption for charitable purpose has to be applied for and maintained. The wrong activities or distributions can put it at risk.
Volunteer board, donations and dues
Volunteer-run bodies still have to account properly for donations, membership dues and expense reimbursements to keep their status clean.
What we do for Associations & foundations
Accounting
From document entry to annual accounts: We run your financial accounting reliably and on time.
Learn more →02Audit Support
Preparation and support for audits: so the review becomes a formality.
Learn more →03Tax return prepared for you
Tax returns for private clients: complete, on time and with every deduction you're entitled to.
Learn more →FAQ, Associations & foundations
Does our association need an audit?
It depends on your size and statutes — above legal thresholds a statutory audit is required. We assess whether you fall under the obligation and prepare you for it.
How do we get and keep tax-exempt charitable status?
Exemption is granted for a recognised charitable purpose and pursued without private gain. We help you apply and keep your activities and accounts in line.