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Charities

Managing finances for charities requires a different approach compared to traditional business accounting. It’s not just about balancing books; it’s about ensuring every penny makes a real difference. With regulations and reporting unique to the charitable sector, staying on top of things can be tricky. But fear not! Our team specialises in charity accounting, making sure your money matters are handled with care and precision. From navigating regulations to showcasing the impact of your work, Monies is here to help charities thrive.

Accounting made easy. Let’s get started!

Ready to streamline your financial management? Request an online quote today and take the first step towards financial peace of mind.

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Why choose Monies for your accounting?

Accountancy done your way

Tailor your accounting experience to suit your needs with Monies. We offer flexible options that can be customised to fit your business requirements, ensuring you get the services you need, when you need them.

Dedicated accountant client manager

Our team is dedicated to providing a comfortable and supportive experience. Your personal accountant client manager is on hand to answer any questions.

Effortless document management

Simplify your receipt and document management with Monies. Our hassle-free OCR technology allows you to capture data on-the-go anywhere, anytime, ensuring smooth financial transactions.

Self-assessment tax filing as standard

Say goodbye to tax return headaches with Monies. Our comprehensive service includes handling your self-assessment tax return, ensuring compliance and peace of mind come tax season.

Service that grows with you

Grow your business with confidence with Monies. Our easily scalable service adapts to your evolving needs, providing the support you need to succeed at every stage of your journey.

Your accounts expertly handled

Relax knowing that your accounts are in capable hands with Monies. We take care of all the legwork, managing your accounts efficiently and accurately so you can focus on what you do best – running your business.

Insights that matter

The accounting advantages of being a registered charity

Becoming a registered charity brings a host of accounting benefits that can streamline financial management and enhance credibility. Registered charities often qualify for tax exemptions and reliefs, allowing them to maximise resources for their charitable activities. Additionally, charitable status fosters trust and confidence among donors and stakeholders, facilitating fundraising efforts and fostering long-term support. Being a registered charity not only demonstrates a commitment to serving the community but also unlocks accounting advantages that can support your organisation’s mission and impact.

The accounting disadvantages of being a registered charity

While being a registered charity offers many benefits, it does bring a number of responsibilities. These include increased regulatory compliance, which can be time-consuming and complex to navigate, along with restrictions on fund allocation and spending, potentially limiting financial flexibility. Charities also face public scrutiny regarding their financial practices and expenditures, impacting reputation and donor confidence if not managed transparently. Meeting regulatory standards can also require significant resources, posing challenges for smaller charities with limited budgets. Monies is on hand to help you maximise your organisation’s impact and fulfil all your reporting requirements.

Got a question?

Explore our FAQ section for quick answers to your questions. Toggle through the subject questions for specific answers.

How does Monies work?
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Working with us

Which accounting software do you use?

We utilise the two leading cloud software providers, Xero and QuickBooks. Rest assured, our team members are all Xero certified and QuickBooks Pro advisors, ensuring expert support at your fingertips.

How does accounting software improve productivity?

These platforms integrate seamlessly with other pre-accounting software, accelerating data collection and analysis. Additionally, they connect directly to banking systems, facilitating payment data collection.

Will my accounting tasks be automated?

Absolutely. You'll be responsible for capturing information digitally using the technology we deploy, along with maintaining bank permissions to connect the software. From there, all processing and storage of documentation are automated and secure. While our teams ensure each step works correctly, there's always a human element to ensure everything runs smoothly.

What are your accounting services?

We offer a comprehensive range of compliance services, including year end accounts, VAT returns, bookkeeping, payroll processing, and tax and business advice. What sets us apart is our use of technology to operate efficiently and communicate effectively with you. Additionally, we provide a range of enhanced advisory services to support your business growth.

What are Advisory Services in accounting?

Advisory services go beyond the typical tax returns and accounts. They dive deep into supporting stakeholders in running and enhancing their businesses. From strategic planning and budgeting to scrutinising management accounts and decoding key metrics, these services pave the way for businesses to flourish. Investing time in these areas often results in accelerated growth and improved stability.

Can I switch from another accounting firm to Monies?

Absolutely! Working together with you our process is quick and seamless. We'll handle all communication with your previous accountants for you.

How do I get started?

Simply request a quote and book a call. Our instant quote tool will provide an estimate of charges for the services you require. After completing the quote, we'll schedule an online meeting to define your specific needs. If we're a good fit, we'll provide a comprehensive proposal and letter of engagement for signing before onboarding begins.

What is involved in the onboarding process?

As part of our onboarding, we'll conduct anti-money laundering checks digitally, requiring you to securely upload documents. We'll also request contact details of your previous accountants for tax history and may ask for authority from HMRC to act on your behalf, which may involve forwarding a code sent by HMRC.

Will I have a client manager?

You'll have a dedicated advisor at Monies who will be your first point of contact. Your accountant client manager will ensure that all agreed services are planned and delivered according to our responsibilities to you. They'll take the time to understand your goals, adding the human touch to our digitally led services.

How long does the onboarding process take?

The onboarding process typically takes a couple of days while we gather the necessary information. Ensuring accurate setup on our system is crucial for swift and efficient service delivery. Rest assured, we'll complete this process as quickly as possible.

Are there real people behind Monies?

Absolutely. While we embrace technology, we understand that people work best with people. Our goal is to enhance efficiency through collaborative tech solutions, but at our core, we're humans helping other humans.

What is my role in the process?

You play a crucial part in the process. We'll agree on the services we'll provide and highlight your role. Your accountant client manager will work closely with you to ensure clarity on our respective responsibilities.

What can I expect from Monies?

You do your part, and we'll take care of the rest. From collaborating on tasks to ensuring efficient service delivery, we're here to support you every step of the way.

How to get started with Monies

Kickstart your journey to stress-free financial management.

Step 1: Get a quote

Our instant quote tool provides an estimate of charges for the services you need, tailored to your requirements.

Step 2: Send us your details

Once you've received your quote, we’ll be in touch to kickstart the process. We'll need some basic information to ensure we understand your specific needs and preferences.

Step 3: Get a free consultation

Enjoy a complimentary consultation with one of our expert advisors. We'll discuss your goals, address any questions or concerns you may have, and tailor our services to meet your requirements.

Step 4: Leave it to us

Sit back and relax as we take care of the rest. From managing your accounts to providing ongoing support and guidance, our team is dedicated to ensuring your financial success.

Accounting made easy Let’s get started!