You pay one fixed monthly fee, agreed in writing before any work starts, covering the annual accounts, the community interest report and the corporation tax return. The figure depends on your transaction volume, how many funding streams you run and how tidy the records are, so we quote it after the introductory chat rather than guess.

Yes. We send the professional clearance letter and collect your records directly, so you do not have to have that conversation. We get appointed as your agent with HMRC and Companies House, handle ID verification where it is required, and give you a free first month and free migration to Xero.

You send us the letter and we deal with HMRC directly. Tax investigation cover is included free for every client, where other firms sell it as an add-on. Every HMRC investigation we have handled, we have won. Bring it to us early, because the sooner we are involved the more we can change.

No. We work with what you already use, and we only suggest a change if it will save you time. If you do want to move to Xero, the migration is free and we set up the coding by funding stream so grant spend is easy to report on later.

It is the annual report a CIC files alongside its accounts, describing what the company did for the community it was set up to serve, along with disclosures on directors’ pay and any assets transferred. The regulator reads it, and funders often do too, so it is worth writing properly.

Yes, and that is usually how we plan the year. We draft the accounts and the report ahead of the Companies House date so the figures exist when a funder asks. If a report is needed mid-year, we produce it from the bookkeeping without waiting for the year end.