Specialist bookkeeping, statutory audit, and internal controls for charitable trusts, societies, and Section 8 companies — ensuring transparent fund management and compliance with donor and regulatory requirements.
Trusts and NGOs have unique accounting requirements — fund-based accounting, utilisation certificates, and donor reporting are not optional.
Separate tracking of corpus, restricted, and unrestricted funds — mandatory for donors and granting agencies who need proof of ring-fenced fund usage.
Government bodies and CSR donors require certified utilisation certificates before releasing subsequent tranches. We prepare and certify these in the required format.
Books maintained by us are structured for smooth statutory audit under the Income Tax Act and applicable trust laws — no year-end scramble to organise records.
For charitable organisations, clean books are not just a compliance requirement — they are the primary tool for demonstrating accountability to donors, trustees, and regulators. Weak accounts are the leading cause of 12AB cancellations.
From day-to-day bookkeeping to statutory audit and internal controls — all delivered by specialists who understand the charitable sector.
Monthly bookkeeping tailored specifically to charitable organisations — including fund-wise accounting (corpus, restricted, unrestricted), grant tracking, donation recording, and vendor payment entries. We use accounting software that generates trust-appropriate financial statements.
Charitable organisations claiming exemption under Section 11 must have their accounts audited by a Chartered Accountant when income exceeds ₹2.5 lakh. We conduct the audit in compliance with both the Income Tax Act (Form 10B) and the applicable Trust / Companies Act.
Government grants (GIA), CSR contributions, and institutional donors all require certified Utilisation Certificates (UCs) from a Chartered Accountant before releasing subsequent tranches. We prepare UCs in GFR-12A / Ministry-specified or donor-specific formats.
A proactive internal audit identifies control weaknesses, unauthorised fund usage, and compliance gaps before they escalate into regulatory problems or donor disputes. We conduct periodic internal reviews and present findings to the Board of Trustees.
We prepare and audit the complete set of financial statements prescribed for charitable organisations — Receipts & Payments Account, Income & Expenditure Account, and Balance Sheet — in formats compliant with the Income Tax Act, Trust Acts, and Companies Act as applicable.
We understand fund-based accounting, trust laws, and NGO reporting — not just generic accounting principles.
Reports and UCs prepared in formats accepted by government bodies, CSR donors, and international funders.
Clean books are your first defence against 12AB / 80G cancellation — we maintain audit-ready records year-round.
We present clear, accessible financial summaries to your Board of Trustees — enabling informed governance decisions.
Speak with our team today. We'll handle your bookkeeping, statutory audit, utilisation certificates, and all accounting requirements — so your trust stays transparent and compliant.
4th Floor, Solitaire 1, New Link Rd, Malad West, Mumbai 400064.
+91-8169820387 | 022-46022657