Industries

Nonprofits & Social Purpose Organisations

Purpose-first financial stewardship for charities and not-for-profit organisations.

Industry

Nonprofits & Social Purpose Organisations, in depth

Nonprofit accounting runs on a different logic to for-profit bookkeeping — funds need to be tracked separately, grants need to be reported against exactly the terms they were given under, and your board and donors need reporting that demonstrates stewardship, not just a set of financials. We support charities and not-for-profits in the US and UK with fund accounting and compliance built around that responsibility, so your team can stay focused on mission rather than reconciliations.

Sector expertise

What we handle

Fund accounting with restricted and unrestricted funds tracked separately
Grant reporting aligned to funder-specific terms and timelines
US Form 990 preparation and UK Charity Commission annual return support
Board-ready financial reporting and budget-to-actual tracking
Payroll and compliance for nonprofit staff and volunteers
Gift Aid claims and donor acknowledgment compliance (UK)

Pitfalls

Common pitfalls we help you avoid

Commingling restricted and unrestricted funds in a way that creates a reporting problem at audit
Grant reporting that doesn't match the terms actually agreed with the funder
Missing Gift Aid claims on eligible UK donations

Talk to a partner

Whatever your tax, accounting or advisory question — let's talk.

Tell us about your business and we'll show you how Meridian can move it forward — in the US, the UK, or across borders.

Get in touch