
Gerald B
UK Charity Annual Returns, Accounts and Trustee Governance
Competenze

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Esperienza lavorativa
Charity Reporting & Governance Support
Ease • Lavoratore autonomo
Jun 2026 - Present • 4 mos
I support charities in England and Wales with annual reporting and governance documentation. My work includes preparing Charity Commission annual return information, drafting trustees’ annual reports, organising charity annual accounts and financial statements, and reviewing governing documents, trustee policies and meeting rules. I work from the charity’s records and trustee-approved information, identify missing details and inconsistencies, and prepare clear documents for trustee review. I also help explain membership provisions, trustee responsibilities and meeting procedures so organisations can maintain organised reporting and governance records. My service areas include UK charity reporting, charity annual returns, Charity Commission reporting, annual return preparation, trustees’ annual reports, trustee report drafting, charity annual accounts, charity financial statements, charity accounting, charity bookkeeping, nonprofit accounting, nonprofit financial reporting, receipts and payments accounts, accrual accounts, fund accounting, restricted funds, unrestricted funds, financial record review, year-end reporting, reporting checklists, charity governance, governing document review, charity constitutions, CIO constitutions, trustee policies, trustee responsibilities, conflicts of interest policies, membership rules, meeting rules and voting procedures.