Independent Examination

I offer independent examinations for small charities. I can draw on around eight years’ experience in public audit and two years’ experience as a charity treasurer.

Independent examination is a simpler form of scrutiny than audit and is for charities whose gross income is not more than £1m, or where gross income exceeds £250,000, its gross assets are not more than £3.26 million.

All charities with an income of more than £25,000, that opt not to have an audit, must have an independent examination. It is recommended that charities under the £25,000 limit should have some outside scrutiny and independent examination can provide that.

As a member of CIPFA I can also independently examine charities with income in excess of £250,000. I am an affiliate member of the Association of Independent Charity Examiners.

I offer simple advice, account preparation and examination services. In order to maintain independence, it is prudent to avoid the same person being bookkeeper and examiner.

So if you are a local church, charity, Roundtable, Rotary or other club or society, in need of an independent examiner please contact me.


Having just registered as a Charity, we had some queries as to how to fill out the required information and Matt was fantastic at giving pragmatic support. More broadly, Matt has always been able to provide our certificate of examination ahead of time and asks sensible questions in his examination. He also gives excellent advice on how to improve our general bookkeeping.

Nick Ford, Havering Music Makers