Need Help With Accounting For Your Charitable Entity?
For established organisations, we have a number of accounting, finance and advisory services we can offer. We can also work with you to put together a package of services that works for you.
Types Of Charitable Organisations We Work With
Charitable entities come in many forms – here at Top Edge we work with a range of different types
Incorporated Society
From Sports Clubs to local facility groups, we have over 10 years experience and understanding of the ins and outs of Incorporated Societies.
Registered Charity
Registered Charities come in all shapes and sizes – the majority of our clients are Tier-3 charities, however we have extensive experience with Tier 2 through 4 entities.
Charitable Trust
Charitable Trusts cover a vast spectrum of causes, and we are familiar with the fundamental frameworks which they operate within, and the various intricacies that can occur.
Here's How We Can Help
For established organisations, we have a number of accounting, finance and advisory services we can offer. We can also work with you to put together a package of services that works for you.
Bookkeeping
We give you time back by helping with day-to-day finance matters like reconciliations, payroll and more.
Advice and Support
This can be whatever you want it to be – strategy, coaching, document review or even just feedback on a situation. We apply our experiences to your organisation.
Planning
This is needed now more than ever! Whether its budgeting or forecasting, we bring a track record of financial planning and analysis to help you move forward.
Compliance
Like all accountants, we take care of the boring stuff – think GST, year-end performance reports and liaising with auditors. This frees you up so that you can spend time on your purpose.
Processes and Controls
An objective review can save you time and improve the robustness of your organisation, giving you peace of mind that your operating framework is as it should be.
Story Telling
We give context and meaning to the numbers through reporting and commentary, whether via standard or more customised reports. We do this as often, as formal and as detailed as you want.
Our packages
Below are some examples of possible packages, but we would prefer you get in touch to meet and discuss a suite of finance, advisory and accounting services that works best for you. We offer a free, no obligation consultation to figure out how we can help.
The basics
• Compliance – GST returns and year-end financial statements or performance report
• Phone and email support
Mid-range
• Compliance – GST returns and year-end financial statements or performance report
• Phone and email support
• Monthly management accounts
• Monthly check-in sessions
• Budgeting and forecasting
The works
• Compliance – GST returns and year-end financial statements or performance report
• Phone and email support
• Monthly management accounts
• Regular check-in sessions
• Budgeting and forecasting
• Deeper analysis and decision making input
• Strategic involvement
FAQS
Chances are the first questions you have are ones we’ve heard before.
The amount you can expect to pay will depend on the services needed, the size of your organisation, the location of your records, and many other things. We prefer to spend 5-10 minutes on these things before providing any costings.
Whilst our base is in Auckland, we have clients up and down New Zealand and are happy to connect with you online.
We pride ourselves on our quick (usually same day) response time, and can generally commit to working within the deadlines you set.
The vast majority of our clients are on Xero, however we are also MYOB certified and occasionally work with organisations on other platforms, or sometimes even just using excel.