Accounting For Charities
Straightforward, transparent financial support so you can focus on making a meaningful impact.
Stay Focused on Your Cause, Not Compliance
Running a charity is challenging enough without getting bogged down in paperwork. From donation receipts to filing your annual return with Charities Services, admin can eat up the time and money you’d rather spend on your cause.
I’ve been involved in the charitable sector since 2007, and seeing the admin challenges charities face inspired me to create DonorSeek – free software that helps manage end-of-year donation receipts.
With the right support, you can:
- Focus on growing support and income for your cause
- Keep compliance simple and stress-free
- Reduce admin costs without compromising accuracy
- Be ready for boards, donors, and audits
Transparent Pricing
I offer flexible pricing options for Tier 2, 3 and 4 charities. Every package includes annual financial statements prepared and filed with Charities Services, along with the option of audit-ready accounts or advanced Xero reporting if required. Throughout the process, I keep communication clear and straightforward, so you’ll always feel confident about what’s happening.
Basic Charity Pricing – Tiers 3 & 4
For charities using Xero, I make compliance simple. This package includes annual financial statements and filing with Charities Services for $200 plus 0.5% of your trading income. Additional fees apply for physical paperwork.
What’s Trading Income? Trading income includes grants and product or service sales, minus direct costs. Donations aren’t counted. If donations are your only income, your annual fee is just $200 + GST.
Packaged Pricing – Tiers 3 & 4
If you need audit-prepared accounts or basic Xero-based reporting and analysis for board meetings – including Budget Comparison, Cash Flow, and Balance Sheet – our advanced packages are tailored to meet your needs. All pricing levels require you to have a Xero subscription.
For non-GST registered charities, I can provide a cashbook version of Xero for $20 per month (including GST). Our base GST review service covers up to 500 reconciled transactions every two months. Any additional or unreconciled transactions are billed at a discounted rate of $75 + GST per hour.
Custom Pricing – Tier 2
I have extensive experience in Tier 2 reporting – both monthly and annual. Tier 2 services are available at custom pricing based on your specific needs. Please contact me to learn more.
Packaged Pricing – Tier 3 & 4
GST Assist
Pricing From:
$100
Monthly
- Annual Financial Statements
- Annual Charities Services Return
- 2 Monthly Xero GST Reviews *
- Annual Online Meeting
- Phone and Email Support
Perfect if you have a treasurer or bookkeeper doing your day-to-day. Prices are exclusive of GST
Treasurer Assist
Pricing From:
$200
Monthly
- Annual Financial Statements
- Annual Charities Services Return
- Monthly Xero Reviews
- Monthly Xero Based Board Reporting
- Annual Online Meeting
- Annual Donation Receipts Prepared
- Phone and Email Support
Prices are exclusive of GST
Board Assist
Pricing From:
$350
Monthly
- Annual Audit-Ready Statements
- Annual Charities Services Return
- Monthly Xero Reviews
- Monthly In-Depth Reporting
- Annual Budget Setting
- Annual Online Meeting
- Annual Donation Receipts Prepared
- Phone and Email Support
Prices are exclusive of GST
Board +
Pricing From:
$500
Monthly
- Annual Audit-Ready Statements
- Annual Charities Services Return
- Monthly Xero Reviews
- Monthly In-Depth Reporting
- Attend AGM online
- Annual Budget and Goal Setting
- Annual Donation Receipts Prepared
- Phone and Email Support
Prices are exclusive of GST
Refer a friend to North Financial and you’ll both get $100 off your next bill.
“I have worked with Adam for my accounting needs for my small business for the past two years and have had a great experience. He is quick, thorough and really knows his stuff. I would highly recommend him to anyone needing accounting services. Thanks Adam for taking care of all my accounting needs. It is one less stress I have to worry about within my business.”
Amika, Uira NZ Ltd
“I have known Adam for many years on a personal level. However he has been doing my personal and small rental property tax for the last few years. He has been thorough, very helpful and always easy to phone for advice. I would recommend him as an accountant.”
Glenys Currie, Property Investor
Adam has always been honest and helpful with advice for the annual reports of the Rock Solid Youth Trust. He has provided us with timely reports and has made sure that they are compliant with the new requirements on charities. We are very happy with his service, and would happily recommend his accountancy services to anyone who asks.
Hilary Beath, Trustee
As a small business owner in the construction sector, I’ve been working with Adam at North Financial for the past four years, and I couldn’t be more satisfied. From day one, Adam has provided exceptional support for both my business and personal accounting needs. His attention to detail, industry knowledge, and responsiveness have been invaluable in helping me navigate complex financial matters with confidence.
I highly recommend Adam and North Financial to any business owner looking for reliable, knowledgeable, and trustworthy accounting support. He’s become an essential part of my business, and I’m grateful to have him in my corner.
Joel Davis, Builder
Adam has been our accountant for 8 years while we have been in and out of NZ. He helped us navigate the various issues international work and home investments can bring. Greatly reduced our stress. Highly recommended.
Simon Collins, GP
Need an Accountant Who Makes Life Easier?
If you’re looking for support that’s affordable, reliable and easy to work with – let’s chat.