Strategic Guidance, Accounting & Grant Support for
UK Community Interest Companies (CICs) and
Charitable Incorporated Organisations (CIOs)

From strategic planning to fund accounting and grant applications, EGA keeps your CIC or CIO governance-ready and funder-ready, so your team can focus on mission, not paperwork.

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Trusted by UK Community Interest Companies and Charitable Incorporated Organisations pursuing social and charitable impact

Running a CIC or CIO Shouldn't Mean Fighting Your Governance and Books

Asset locks, regulatory reporting, and trustee oversight make CIC and CIO finance uniquely complex. These are the challenges we hear most from social enterprises and charities.

Meeting Companies House and CIC Regulator (or Charity Commission) reporting requirements on time

Managing the asset lock and community or charitable benefit reporting correctly

Preparing annual accounts and returns without a dedicated finance team

Giving your board or trustees clear, accurate financial reports they can act on

Identifying and applying for the right grants without missing deadlines

Making major financial decisions without a CFO-level advisor in the room

Five Ways We Support Your CIC or CIO

Handle one track in-house and bring us in for the rest, or let us run all five. Either way, it's a single point of contact instead of coordinating separate vendors.

Track A

Accounting Services

βœ“Monthly bookkeeping and fund accounting (restricted vs. unrestricted)
βœ“Financial statements formatted for board, trustee, and funder review
βœ“Payroll and cost allocation across programs and grants
βœ“Budgeting and cash flow forecasting
Track B

Grant Applications

βœ“Grant compliance monitoring and funder reporting
βœ“Grant application and renewal support
βœ“Audit preparation and Charity Commission / Companies House filing support
βœ“Guidance on allowable costs and matching requirements
Track C

Board Advisory

βœ“Board- and trustee-ready financial reporting and dashboards
βœ“Board and trustee meeting prep and finance committee support
βœ“Policies for reserves, the asset lock, and conflict of interest
βœ“Guidance for treasurers and finance committee volunteers
Track D

Fractional CFO Services

βœ“Strategic financial planning and multi-year budgeting
βœ“Cash flow and reserve strategy
βœ“Financial modeling for new programs and grants
βœ“Executive-level counsel for directors and trustees without a full-time CFO
Track E

Strategic Guidance

βœ“Entity structuring advice: choosing and setting up as a CIC or CIO
βœ“Governance framework and constitution or articles support
βœ“Strategic and business planning aligned to your community or charitable purpose
βœ“Ongoing advisory for growth, funding, and impact strategy

How It Works

A simple, guided path from first call to ongoing, audit-ready support.

1
Free Financial Review
EGA assesses your current books, governance structure, and compliance gaps.
2
Custom Setup
Chart of accounts and reporting structure aligned to CIC and CIO regulatory requirements.
3
Ongoing Support
Monthly close, reconciliations, and grant reporting handled on your behalf.
4
Audit-Ready, Always
Documentation maintained so you're never scrambling before your annual return or Charity Commission/Companies House filing.

Why UK CICs and CIOs Choose EGA

βœ“Sector-specific expertise in CIC and CIO governance, asset-lock compliance, and grant reporting
βœ“One partner for strategic guidance, accounting, board advisory, and CFO-level strategy, no coordinating separate vendors
βœ“Proactive compliance monitoring year-round, not just a year-end scramble
βœ“Transparent, predictable monthly pricing with no surprise invoices
βœ“Responsive support from a team that already understands UK social enterprise and charity finance
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How This Could Work for Your CIC or CIO

A partner who already understands CIC and CIO governance and funder reporting can cut a fiscal review to a fraction of the usual time and help organisations head into their annual return with confidence.

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Frequently Asked Questions

Do you work directly with funders, the CIC Regulator, or the Charity Commission on our behalf?
Yes. We communicate directly with funders, the CIC Regulator, and the Charity Commission on your behalf for reporting, renewals, and compliance questions, so you're not stuck coordinating correspondence on your own.
Can you help us apply for new grants, not just manage existing funds?
Yes. Beyond managing your existing funding, we support grant research and applications, not just year-end compliance.
How do you handle the asset lock and restricted vs. unrestricted funds?
We build one clean set of books that separates and reconciles each funding source and respects your asset lock, restricted grants, unrestricted donations, and earned income, so your board or trustees always know exactly where money is coming from and how it's being used.
What's the onboarding timeline?
Onboarding follows our five-step process: a free financial review, a custom chart-of-accounts setup aligned to CIC/CIO standards, then ongoing monthly support. Most organisations are fully onboarded within a few weeks, depending on the state of your existing books.
Do you work with small CICs and CIOs that don't have a finance team?
Yes. We work with CICs and CIOs of all sizes, including small organisations and all-volunteer boards that need fractional, on-demand financial expertise.

Ready to Get Your CIC or CIO Governance- and Grant-Ready?

Tell us a bit about your organisation and we'll follow up to schedule your free financial review.

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