EMPOWERING
COMMUNITIES
Who I work with
I support many types of non-profit organisations, including:
✦ Charities and CIOs
✦ CICs
✦ Community benefit societies
Heidi is based in Cornwall and working remotely with UK not-for-profit organisations to empower their communities wherever they are.
Overcoming the Unique Financial Pressures of the Non-Profit Sector
Managing finances for a charity or CIC is vastly different from running a traditional commercial business. Traditional accountants often miss the nuances of non-profit regulations, leading to compliance stress.
We specialise exclusively in this sector to help you navigate:
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Complex Fund Tracking: Keeping restricted grants and unrestricted public donations strictly separated in your books.
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Charity Commission & OSCR Compliance: Ensuring your accounts are fully prepared to meet strict UK regulatory frameworks.
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Transparent Reporting: Presenting clear, jargon-free financial statements that build absolute trust with your trustees and donors.
Getting Started: Your Path to Calm Financial Clarity
Bringing a fresh, calm Cornish approach to your accounting is simple. We follow a clear, stress-free process to get your books aligned:
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Free Initial Consultation: We meet to discuss your organisation's specific mission, existing setup, and immediate compliance bottlenecks.
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Tailored Financial Handover: We seamlessly transition your bookkeeping, accounts, or examination schedules over to our secure system without interrupting your daily operations.
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Ongoing Peace of Mind: You receive accurate monthly updates and stress-free compliance management, allowing your team to focus entirely on making a social impact.
For more information please see: how it works
Our Mission: Calm Clarity for Your Cause
At the heart of Heidi’s work is a simple belief: those doing good in the world deserve financial systems that work for them, not against them. Supporting UK charities and not-for-profits isn't just about the numbers; it's about providing the calm, expert reassurance you need to lead your mission with confidence.
Heidi values transparency, friendliness, and meticulous care. Whether you’re a local society or a national charity, our accounts support is tailored to the unique regulatory needs of the non-profit sector, ensuring your books are as steady as your commitment to your community.
We trade corporate complexity for a friendly, reassuring partnership. By managing your bookkeeping with expert precision, we free you from administrative weight, allowing your organisation to focus on the essential work it was created to do
Services for Charities, CICs & CIOs
Bookkeeping Setup
Getting your systems right from the start with tailored UK c accounting setups for small charities, CICs, CIOs and community benefit societies.
Ongoing Bookkeeping
Monthly or quarterly support to keep your records calm, tidy, and ready for your review.
Year-end Accounts
Preparation of reports and accounts specifically formatted to meet Charity Commission, Companies House requirements or FCA requirements depending on your needs.
Compliance & Advice
Friendly guidance on UK non-profit regulations, ensuring you stay compliant while focusing on your community work.
Need more information? See services page or get in touch!
Request help
Whether your UK non-profit books are a bit behind or just messy, I offer a calm hand. Heidi provides personal, expert support to steady your CIC or charity's finances.