Accounting for change.
Making every pound count.

Why choose Fortus Not-for-Profit?

You’re focused on impact - we focus on the numbers. Our specialists have spent their careers dedicated to supporting charities, CICs, and social enterprises.

We understand first-hand what matters - we have our own registered charity, The Fortus Foundation, so we're well versed in the pressures of meeting funder expectations, staying compliant, and making every pound count.

From tax and accounting to audit and advisory, we make compliance clear, governance robust, and resources work harder - freeing you to lead with purpose and deliver lasting impact.

Good governance

We help charities strengthen their governance by ensuring structures and processes are robust and fit for purpose.

From promoting good meeting practices to guiding trustees in fulfilling their responsibilities effectively, we provide the tools and expertise to support sound decision-making, transparency, and compliance.

Smart, supportive compliance

From annual accounts and audits to managing Gift Aid and navigating SORP, we keep your organisation compliant and confident. Whether you need an audit, independent examination, or VAT advice, we make sure nothing's missed - and we'll explain it all in plain English, not accountant-speak.

Robust reporting

We make your financial reporting work harder - showing donors, grant-makers, and trustees exactly how your funds are being used. We'll help you track restricted and unrestricted income clearly, create board-ready insights, and strengthen your governance processes with more meaningful numbers.

Local advisors, long-term planning

We go beyond the day-to-day. Whether you're growing across Yorkshire, diversifying your income, or planning reserves, we give you strategic advice that supports sustainability and impact.

That might mean forecasting cash flow, reviewing your structure, or simply being a sounding board when decisions get tough.

Our services

Explore the specialist solutions we’ve designed specifically for charities and the wider not-for-profit sector below.

Accounts

We deliver clear, timely accounts that meet all charity regulations. We help you keep track of restricted versus unrestricted funds, simplify financial reporting, and free you to focus on your cause - not paperwork.

Audit and Independent Examinations

We go beyond ticking boxes. We manage risk, refine processes, and ensure compliance to strengthen trust with your funders, trustees, and the public, all while keeping your time, budget, and cause front of mind.

Business Advisory

From budgeting and cash‐flow forecasting to growth strategy and risk planning, we partner with you to turn challenges into opportunity. We help you make decisions that are impact-aligned, forward-looking and support optimal governance practices.

Tax Compliance and Advisory

From Gift Aid and VAT to exemptions, we navigate the charity tax landscape with you - ensuring compliance and uncovering efficiencies so more of your resources go where they matter most.

VAT

VAT can be tricky for charities, especially around exemptions, zero-rating, and partial exemption. Our experts simplify the rules and help you maximise VAT recovery - so you can focus on what really matters.

Wealth Management

Whether managing reserves, building an endowment, or reviewing your investment policy - our investment specialists help you align funds with your values, maximise performance, and deliver lasting impact with confidence.

What's the limit?
Reporting and compliance thresholds

Charities come in all shapes and sizes - and so do the rules.

Check the table below to see which reporting activities apply to you.

Activity	Threshold
To register a charity	Over £5,000
To register as a Charitable incorporated organisation	From start up
To prepare a charity accounts with trustees report	All charities
To submit accounts to the charity commission	Income over £25,000. Charities who are companies as well need to submit their accounts to Companies House
To submit an annual report to the charity commission	Some questions for all
To prepare receipts and payments accounts	Under £250,000 of income for non-company
To prepare accruals accounts (following SORP)	Over £250,000 of income or a company
To have an independent examination	Income over £25,000 but under £1m income or balance sheet under £3.26m and income under £250,000
To have an audit	Over £1m income or balance sheet over £3.26m and income over £250,000

Some charities - known as exempt or excepted charities - don’t have to report their results to the Charity Commission.

If you’re unsure what this means for your organisation, our team is here to guide you through it.

Reach out here

Statement of Recommended Practice (SORP)

All UK charities must follow the SORP to ensure clear, consistent financial reporting - but it can feel overwhelming.

Our handy guide breaks it down step-by-step and covers the latest updates, so you can stay compliant with confidence.

Download here

Expanding our impact

Not-for-Profit Masterclasses

Our Not-for-Profit Masterclass Programme goes beyond accountancy to support and connect the sector.

Led by experienced professionals - and in partnership with York St John University and legal experts - our sessions cover the latest in accounting, governance, and investment guidance. Each event offers practical insight and valuable opportunities to learn, share, and network with peers.

We’re proud to help not-for-profit organisations grow and thrive.

The Fortus Foundation

Reaching the small but mighty

We launched the Fortus Foundation to reach the often-overlooked smallest charities, community groups, CICs and school causes through grant-giving and practical support.

Through collaboration with businesses, organisations, and individuals, we empower communities across Yorkshire to thrive by addressing key issues like education, employment, and social equality.

We’re always open to new collaborations and ideas - let’s talk about how we can work together to make a meaningful impact.

Find out more

Our Not-for-Profit team

With years of experience across the not-for-profit world, we understand your challenges and stay on top of the latest sector trends and requirements. Get in touch today - we’d love to help.