What is an independent examination for a charity?

An independent examination is a review of a charity's accounts and accounting records by a suitably qualified person. It gives trustees a level of external scrutiny without the full scope of an audit, where the charity is eligible for that route.

How do we know if our charity needs an independent examination?

That depends on your charity's income, legal structure, and reporting requirements. We can discuss your situation and help you understand whether an independent examination is appropriate for your accounts.

What should we prepare before an independent examination?

You'll usually need your accounting records, bank statements, supporting paperwork, and the draft year end accounts. Having clear records for income, spending, and any restricted funds will help the review run more smoothly.

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Independent examinations for charities in Frodsham with flexible meetings

Free initial consultation. 30 years of accountancy experience. Chartered charity sector support

01928 378751

ICAEW chartered expertise

Charity sector knowledge

Flexible meeting times

Clear independent examination support for your charity

Independent examinations for charities help you meet your reporting duties with clarity and confidence. We bring 30 years of accountancy experience to this work, giving you a careful review of your charity's financial records and supporting documents. KPD Business Services Ltd in Frodsham works with charities and not for profit organisations, so we understand the need for accurate figures, proper records, and practical advice you can use.

Our approach helps you spot issues before submission and keeps the process more manageable for trustees. That matters when you're handling restricted funds, donations, and day-to-day spending that all need recording properly. We also make time to meet when it suits you, including evenings and weekends, which can make life easier for busy charity teams.

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What you can expect from the service

Independent examination support for charities
Free initial consultation available
30 years of accountancy experience
Chartered accountancy background
Flexible meetings including evenings
Weekend appointments by arrangement

Contact Us Today

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A practical review that supports trustees

Your independent examination should do more than tick a box. We review the accounts and underlying records with care, then explain anything that needs attention in plain language. That can be especially helpful if your charity relies on volunteers or has trustees who want reassurance before accounts are finalised. With KPD Business Services Ltd, you get a friendly and flexible service shaped around the real demands of charity reporting. We can also arrange a free initial consultation so you can understand the process before moving ahead.