Accounting for not-for-profits

Clear accounts, reporting and Xero support for New Zealand organisations working for a community, charitable or public benefit purpose.

Who we support

Not-for-profit describes the organisation’s purpose. Its legal structure and reporting obligations can differ.

Registered charities

Charitable organisations registered with Charities Services.

Incorporated societies

Member-based clubs, associations and community organisations.

Charitable trusts

Trustee-governed organisations holding and applying funds for charitable purposes.

Clubs and associations

Sports, cultural, professional and community membership groups.

Schools and education groups

Independent education organisations, trusts and related entities.

Other community organisations

Groups that need reliable records, governance reporting or fund accountability.

How we can help

Support is matched to your legal structure, reporting tier, constitution, funders and assurance requirements.

Annual accounts and performance reports
PBE reporting support where required
Audit-ready workpapers and auditor liaison
Charities Services annual-return support
Restricted funds, grants and donation tracking
Board-friendly monthly reporting
GST and payroll support where applicable
Xero bookkeeping and reconciliations

Common questions

No. A not-for-profit may be an incorporated society, charitable trust, company or unincorporated group. Charitable registration is a separate status with its own requirements.

No. The applicable framework depends on matters such as public accountability, legislation, registration status and reporting requirements. Registered charities generally report under standards issued by the External Reporting Board, with the tier based largely on size and circumstances.

We prepare audit-ready accounts and workpapers, then liaise with your separately appointed independent auditor. The audit or review fee is separate.

No. GST depends on the organisation’s activities, taxable supplies and registration position—not simply its not-for-profit status.

Need reporting that works for your board and funders?

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