At Office Outworkz, we love working with not-for-profits and charities.
Why? Because we know their mission matters — and we also know that running a purpose-driven organisation doesn’t mean your finances are any less complex. In fact, they’re often more complex.
From reporting to funders, managing multiple income streams, and preparing for audits, to working with boards of trustees who carry financial responsibility, we understand the unique challenges Charities face.
Why Charities and Not-for-Profits Need Specialist Bookkeeping Support
Unlike a typical business, not-for-profits have to meet a wide range of compliance and reporting requirements.
Whether a registered charity or an incorporated society, the financial side of a not for profit organisation needs to be accurate, transparent, and auditable.
Some of the common pain points we help our clients with include:
Tracking income by funding source (grants, donations, contracts, fundraising)
Preparing financial reports for boards, funders, and regulators
Meeting audit requirements and liaising with their auditors
Ensuring accountability for how funds are spent
Understanding and presenting financial information in a way that non-financial trustees or managers can easily understand
These aren’t just ‘nice to have’, they’re essential for maintaining trust, securing ongoing funding, and demonstrating impact and outcomes.
How We Help: Tailored Bookkeeping for Not-for-Profits
We don’t believe in a one-size-fits-all solution.
Every charity or not-for-profit is different, and that’s why we tailor our services to suit the organisation’s size, structure, and specific reporting needs.
Here are some of the ways we support our clients in the sector:
1. Setting Up and Using Tracking Categories in Xero
Tracking categories are an essential tool for charities. They let you see how different funding streams or projects are performing financially , whether they are working within a funding stream and whether the money is being spent according to the terms of the grant or contract.
We help set tracking codes up in Xero and train staff (if needed) to code transactions correctly. This makes reporting easy to understand, clear, and accurate.
2. Preparing Reports for Boards and Funders
We know that not every board member is a numbers person. That’s why we customise Xero reports to make them easy to understand — highlighting the key information your trustees and funders care about.
Need to show how much of a grant has been spent? Want a breakdown of income and expenses by project? We’ve got you covered.
3. Ensuring You're Ready for Audit
Charities and not-for-profits are often required to have their financial statements audited or reviewed. We help make sure records are accurate, complete, supporting documentation is accessible and easy for your auditor to work with, saving time, stress, and money.
4. Providing Financial Clarity to Empower Your Team
When your books are in order, your team can focus on delivering impact.
We help staff understand what their financials mean, not just what the numbers are, but what they’re telling you.
Whether you're the manager, the treasurer, or a board member, we’re here to answer your questions and make sure you feel confident and in control.
Why Work with Office Outworkz?
We bring not just bookkeeping and accounting expertise, but also empathy and understanding. Our background includes working closely with charitable trusts, community organisations, and service providers, and we genuinely care about the work you do.
Working with us means:
You get accurate and timely financial records
You get support that speaks your language — no jargon, no judgment
You get a bookkeeping and accounting partner who understands your world
Whether you want us to teach your team how to manage things in-house or let us take care of the books so you can focus on the mission, we’re here to help.
Let's Talk
If you're a charity or not-for-profit looking for bookkeeping and accounting support that understands your world, let’s have a chat.
We’d love to hear about your goals and help you build strong financial foundations to support them.
