Charity Financial Review

Annual accounting review for charities, including financial statements and compliance check.

Charity Financial Review

Charity Financial Review ACCOUNTING Accounting Subscription Subscription Add-ons Self Assessment Self Assessment Extra VAT Return Corporation Tax Return Charity Financial Review Other Accounting Services Independent Examination for Charities Annual independent financial review for charities exceeding £25,000 in annual income but not subject to a full statutory audit. This service ensures compliance with UK Charity Commission requirements while providing assurance to trustees, donors, and regulators.                Fee £750 An Independent Examination is a formal, independent check of a charity’s financial records and statements. It is carried out by a qualified professional who reviews the accounts to confirm they are prepared in accordance with legal requirements, without conducting a full audit.   This service applies to charities that: Have an annual income over £25,000 but not exceeding £1,000,000 Have net assets under £250,000 Are not otherwise required by their governing document or funders to undertake a statutory audit Charities exceeding these thresholds, or meeting certain other audit criteria, must undergo a full statutory audit rather than an Independent Examination.  

Charity Financial Review Read More »

EU Representative

EU Representative UK GDPR Website Policies Full UK GDPR Documentation UK Representative EU Representative About UK GDPR – Key Facts Who it applies to? UK GDPR covers all organisations that handle personal data – from large companies to sole traders and charities.It also applies to businesses outside the UK if they offer goods or services to UK residents, even for free.If you collect information like names, emails, phone numbers, addresses, payments, or IP addresses – it applies to you.      What it means to implement Implementing UK GDPR is more than just having an ICO registration.It means: Having the policies and procedures the ICO requires. Informing customers, suppliers, and staff how you use their data. Keeping data secure and training staff. Choosing partners (e.g., accountant, marketing provider) who are ICO registered and have strong data protection.    Documentation External: public documents – Privacy Policy, Cookie Policy, Terms & Conditions. Internal: private procedures, registers, and staff training records.ICO registration alone is not enough – you need both.        EU Representative Pay annually and save £229 compared to the monthly plan. £69/month OR £599/year If your business is based in the UK (or outside the European Union) but operates in the EU market – for example, selling to EU customers, providing services, or collecting personal data from people in the EU – the EU GDPR requires you to appoint an EU Representative. It makes no difference whether your products or services are paid or offered for free – the obligation still applies. Our service provides a professional, EU-based point of contact for your data protection obligations – ensuring you remain compliant and avoid significant fines.    When this applies UK-based companies must appoint an EU Representative if they: Collect, store, or process personal data of people living in the EU – such as customer names, emails, payment details, or IP addresses. Sell products or services to EU residents – including free products, free trials, free apps, or memberships. Run marketing campaigns targeting EU audiences – via email, social media, ads, or other channels. Monitor the behaviour of people in the EU – through website analytics, tracking cookies, location tracking, or behavioural profiling. Operate an e-commerce site that accepts orders from the EU. Collect newsletter sign-ups or leads from people in the EU. This applies regardless of business size – from sole traders to large corporations – and also covers non-profits or charities established in the UK but engaging with the EU market.        What’s included in the service Official appointment as your EU GDPR Representative under Article 27 EU GDPR. Acting as your point of contact with the relevant EU Data Protection Authorities in all EU member states where your data subjects are located. Inclusion in your privacy documentation (e.g. Privacy Policy, Privacy Notice). Maintaining your Record of Processing Activities (ROPA) in compliance with Article 30 EU GDPR. Ongoing support from our EU-based data protection team. Forwarding and coordinating all communications from EU regulators or EU data subjects. Advising you on changes in EU data protection law that may affect your business operations.          Why it matters Failing to appoint an EU Representative when required can result in administrative fines of up to: €10 million or 2% of annual global turnover – whichever is higher. The EU Representative is not a Data Protection Officer (DPO) – their role is to act as your official contact point in the EU for regulators and data subjects. This role must be formally documented and made visible to the public, typically in your Privacy Policy.

EU Representative Read More »

Scroll to Top