Charity accountant for New Zealand charities and not-for-profits

Charities and not-for-profit organisations need reliable financial records, appropriate reporting and clear oversight of their funds. We provide practical accounting support tailored to the organisation’s activities and applicable obligations.

How we can help

• Annual accounts and financial reporting
• Bookkeeping and reconciliations
• Budget preparation and monitoring
• GST support where applicable
• Payroll accounting support
• Record-keeping processes
• Supporting schedules for governance or external review
• Assistance understanding applicable reporting obligations

Important information

Our services cover accounting, tax compliance and financial reporting support. We do not provide audit, assurance or legal services. Where an audit, review engagement or legal advice is required, we recommend engaging a suitably qualified independent auditor or lawyer.

Last reviewed: October 2026.

Book a consultation to discuss your organisation’s accounting needs

Accounting for charities and not-for-profits

Community organisations, trusts and societies have their own reporting rules. We help boards and treasurers meet them with confidence.

Charities Services annual returns

Registered charities must file an annual return, generally within six months of balance date. We help prepare the financial information.

Reporting standards

Smaller charities can often use simple-format reporting. We help you apply the right reporting tier.

Donations and receipts

Correct donation receipts help donors claim tax credits. We can review your process.

GST and grants

Grants, donations and fundraising can have different GST treatment. We help you get it right.

How we work with you

  1. STEP 1

    Initial call

    We talk through your business by phone or video call and agree what you need.

  2. STEP 2

    Simple onboarding

    We set up authority with Inland Revenue and access to your records or Xero.

  3. STEP 3

    We do the work

    Bookkeeping, GST, payroll and year-end accounts are prepared accurately and on time.

  4. STEP 4

    Ongoing support

    You get clear explanations, reminders before deadlines and help whenever questions come up.

We work with clients throughout New Zealand by phone, video call and email.

Common questions

Do you do audits or reviews?

We prepare financial statements and help with compliance. If your charity needs an audit or review, we can help you prepare for it.

Can you help a new charity register?

Yes. We can help with the financial side of registering and setting up your records.

Do you work with temples, gurdwaras and community groups?

Yes. We understand community organisations and can help in English, Punjabi or Hindi.

This page provides general information only and is not advice for your particular situation. Tax rules can change. Last reviewed: October 2026.