Charity Specialist
Stay focused on gathering support, not Compliance
It’s hard enough maintaining a charity and supporting a cause you so deeply believe in without having to waste precious time and money filing compliance paperwork.
I’m a long-time advocate of the charitable sector, having been heavily involved ever since finishing my accounting studies at Waikato University in 2006.
It was this passion that also saw the need for a solution to the administrative burden charities face in generating end-of-year donation receipts. As I result I created (and run) Donation Manager – free software which allows any registered charity to better manage this challenge.
You want to generate income, not spend it
Whether you’re audited or not, I can help keep your costs down and simplify the process for your (tier 2, 3 or 4) charity with services and fees tailored to suit your specific needs.
Straight Forward Pricing
To try and help keep compliance as easy to achieve as possible, as long as you use Xero, I offer annual financial statements and the filing of these with the Charities Commission at a fee of $200 plus 0.5% of your trading income.
Trading Income is your grant income, plus product or services sales, less the direct cost of those sales (such as product purchases). Trading Income doesn’t include donations received, and so if donations are your only source of income, then your annual fee will only be $200 + GST!
If your accounts are being prepared for audit, or would like to be provided basic Xero based reporting & analysis for your board meetings, such as a Budget Comparison, Cash Flow, and Balance Sheet, please see the more advanced pricing below.
I do have experience in Tier 2 reporting (both monthly and annual) due to my work as a company accountant for Arataki Ministries for over 4 years. This can be offered at custom pricing based on a number of variables.
There is an extra charge for sending me physical paperwork instead of emailing it, which varies depending on volume.
Let’s have a chat and see how I can help. It’s FREE
Advanced Tier 3 or 4 Pricing
* 1. The base GST review service has a limit of 500 reconciled transactions per 2 month period. Time associated with reviewing any extra or unreconciled transactions are charged at the discounted rate of $75 + GST per hour.
New Accounting Client Referral Bonus
I like win-win situations. Successfully refer a new accounting client to North Financial and not only will you receive $100 off your next accounting bill, they will also start with $100 credit towards their first bill!
Does not include charity, investment or mortgage advice clients.
Every new client makes a difference
New to North Financial? I believe strongly in helping the community support each other. Not only will you get a discount off your first bill if you have been referred by another client (see above), nominate a club, charity or other good cause and I will donate 10% of your first bill to them.
This includes accounting and financial advice clients, but excludes charity clients who are already getting discounted services.