How to Prepare Your Charity for SORP 2026
The Charities SORP is being updated. SORP 2026 introduces changes to how UK charities must present their annual accounts — revised tiering, updated disclosure requirements, and changes to the presenta
Practical insights for UK charity finance officers, treasurers, and CEOs. Covering SORP compliance, management accounts, restricted fund tracking, and everything in between — written by a team with over 15 years of charity finance experience.
The Charities SORP is being updated. SORP 2026 introduces changes to how UK charities must present their annual accounts — revised tiering, updated disclosure requirements, and changes to the presenta
Cash flow is one of the most important and most neglected areas of small charity finance. A charity can be financially sustainable in the long run and still run into serious difficulties if its cash f
Funder reporting is one of the most time-consuming administrative burdens in small charity finance. A finance officer managing ten restricted grants, each with quarterly reporting requirements, may sp
Budget overspends are one of the most common and most frustrating problems in small charity finance. Persistent budget overspends are rarely caused by irresponsible spending. They are almost always ca
Most charity finance reports are not read. They are received, glanced at, and approved without meaningful discussion. This is not because trustees are disengaged. It is because most charity finance re
Restricted fund management is one of the most important and most challenging aspects of charity finance. Most accounting software used by small UK charities was not designed with charity fund accounti
QuickBooks is a capable accounting system for small businesses. The problem for charities is that it was not designed for charity finance — and the gap between what small business accounting requires
Sage 50 has been a fixture in UK charity finance for decades. It handles core bookkeeping reliably. The problem is not what Sage 50 does — it is what it cannot do: produce SORP-compliant financial rep
Xero is one of the most popular accounting software packages used by small UK charities. It is cloud-based, well-designed, and genuinely good at bookkeeping for small businesses. The problem is that c