Regretfully we do not do either an audit, or a review of performance statements where the annual expenditure is below $200,000. Small charities are exempt from assurances on reporting below the $550,000 annual expenditure, and it is not cost effective for us to undertake assurances on reporting less than $200,000 of annual expense. Acceptance of audits or reviews of organization’s with more than $200,000 of expenditure may depend on available capacity.
Please provide us a quote on an assurance report on the performance statements being service & financial performance, entity information and financial position, along with accounting policies and notes to the accounts…
Audit
Review
Name of the person requesting the quote: *
Your best contact phone number: *
Your Email: *
Name of the Organisation: *
Your Role in the Organisation i.e. Treasurer, Chairperson, Trustee etc: *
If the Organisation has a web site then complete this below: *
Charities registration number (if a registered charity)
Address of the Organisation *
Financial Year End Balance Date: *
What General Ledger accounting software is used to compile the financial statements? *MYOBQuickbooksCash ManagerXeroMoneyWorksOther
If ‘other’, please specify your accounting software here:
What type of Organisation do you operate? *CharitablePTEPre-ShcoolSocietyTrustClubOther
If ‘other’, please specify the of Organisation:
What is the Organisation’s major funding source: *DonationsMoEMoHGrantsOther
If ‘other’ please specify the main type of funding your Organisation receives:
Why are non-statutory external assurances required if the Organisation has less than $500,000 performance expenditure a year?Trust DeedConstitutionMembersFunder MoE/MoHGrant ApplicationOther
If ‘other’, please specify why an audit is required:
Is the Organisation GST registered: *YesNo
How many full time equivalent employees does the Organisation have?: *
What accounting system is used to record the payroll transactions?: *
Other accounting systems used to record financial transactions (e.g. Child roll system or donor database):
What has the total income for the last financial year been?: *
What has the total performance expenditure for the current financial year been? (known or estimated) NB This is required so we can assess if a STATUTORY or VOLUNTARY assurance on the financial performance report, is being requested: *
Does the organisation own Land & Buildings? *YesNo
Are there minutes of governance meetings?: *YesNo
Who has been the organisations auditor in the last financial year?: *
Please give us an overview of any relevant organisational issues such as cashflow issues, use of legal representatives, major building or renovation contracts, major asset purchases, significant funding or income losses, significant expenditure increases, fraud allegations, significant issues raised by a previous auditor, or any other issue of concern to the governance.
Please upload your last year's financial statement if these are not available from your website, charities register, or the companies office (preferred formats: .pdf and .xlsx)....
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Your Email (required)
