Charity audits

Your charity needs an audit if annual income exceeds £1m, or if income exceeds £500k and assets exceed £3.26m


 

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Your local Charity accounting team

We are a long-established Chartered Accountancy firm with 12 offices across Surrey and the South East, supporting charities and not-for-profits since 1973.

Our dedicated charity audit and independent examination team supports charities across Weybridge, Woking, Chertsey and West Byfleet.

 

Our Charity accounting services

Serving local Surrey businesses for decades. Trusted by local businesses in Guildford, Woking and Kingston.

Independent Examinations

Independent examinations apply when annual income is between £250k - £1m

 

Charity audits

An audit is required if income exceeds £1m, or if assets exceed £3.26m and income exceeds £250k.

 

Bookkeeping

Cost-effective bookkeeping tailored to charities. We work with trustees to keep financial information organised. 

 

Payroll

Affordable payroll services with an online portal. We handle your payroll so your team is paid accurately and on time.

Charity tax advice

Charities face complex tax rules. We help you navigate these regulations and avoid HMRC sanctions.

 

Year-end accounts

We prepare year-end accounts complying with Charity Commission requirements and the Charities SORP.

 

Our clients

Trusted by businesses and individuals across Surrey and the South East

Do you need an independent examination?

 If your charity is registered in the UK, trustees are legally responsible for making sure accounts are subject to the right level of external scrutiny. This depends on your charity’s income, assets, and legal form.

Where a charities gross income is less than £25,000 it is generally exempt from both audit and independent examination, unless this is specifically required by its Governing documents.

However, Trustees may still choose to have accounts independently examined or audited to demonstrate good governance, increase funder confidence, or maintain transparency.

Do you need an audit or an independent examination?

For Charities where there income is above £25,000, the external scrutiny required is as follows:

Independent Examination

Most Common


  • Required for income £25,000–£1m (assets under £3.26m if over £250k)
  • Examiner must be a Fellow of the Association of Charity Independent Examiners or a member of an eligible body

Statutory audit

Full audit. 


  • Required if gross income in the year is greater than £1 million
  • Required for gross assets of more than £3.26 million and income of more than £250,000
  • Certain charities (e.g. those required by their governing document) may still need an audit, even if below these thresholds

Why Charities and Non-Profits choose David Howard

We provide accounting services for Charities and Non-Profits. 

  • accountants in Surrey
    Fast turnaround and minimal disruption. Your team stays focused on running the charity
  • accountants in Surrey
    Fulfil your statutory responsibilities at an affordable level
  • accountants in Surrey
    Demonstrate your credibility to donors, funders and regulators, helping you access future grants
  • accountants in Surrey
    Help you access grants and funding by meeting audit requirements and showing your charity is transparent
  • accountants in Surrey
    Protect trustees from liability by ensuring accounts are compliant, accurate and any issues are flagged early
  • accountants in Surrey
    Strengthen financial controls to use funds efficiently and lower risk by challenging current assumptions and practices
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    Reduce risk and improve performance by challenging existing assumptions and practices.

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    Use the Audit as an advisory process to look at how you can develop your charity

Meet your Charity audit team

Our specialist charity audit team combines sector expertise with a personal, hands-on approach to help your organisation stay compliant and focused on its mission.

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I joined David Howard as a graduate trainee in 1998 and became a Partner in 2003. Audit has been a core part of my career for more than 26 years.

I work with businesses across a wide range of sectors, helping them meet their statutory requirements while gaining valuable insight into their financial performance, systems and controls.

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With over 15 years of experience, I serve as a trusted Audit Partner, working closely with clients to navigate the complexities of financial reporting. 

My priority is not only delivering high-quality audits, but also providing insights that help clients strengthen their internal controls, improve financial transparency, and meet their strategic objectives.

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I joined David Howard in July 2000. I qualified in 2003, and was appointed a Partner in January 2007.

With all of my clients, I am always keen to develop a close working relationship so that we are not seen as an Accountancy firm that just provides year end compliance services but as a ‘business partner’ who is there to help grow the business.

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