New reporting standards for charities and other compliance issues can be daunting. That’s where we come in. At CATAS, we make maintaining and preparing financial records for your church or church-related trust easy, because we do all the hard work for you.
Tailored, compliant, and hassle-free accounting solutions for churches and church-related trusts
Our services are specifically designed to meet the unique requirements of your church or church-related trust or charity, no matter the size. We handle everything from monthly reporting to ensuring full compliance with the latest reporting standards and IRD requirements.
Annual performance reports for charities
Ensure your charity meets all reporting standards with detailed and compliant annual performance reports.
Regular financial management reports
Stay informed with comprehensive reports including Cash Flow Summaries, Profit & Loss Statements, Balance Sheets, and Budget Variance reports.
Preparation and filing of GST returns
Simplify your tax obligations with our expert GST return preparation and filing services.
Donee summary report
Streamline your annual donation receipt process with accurate and timely donee summary reports.
Setup and conversion to Xero
Modernise your accounting system with seamless setup and conversion to Xero.
Ongoing accounting support and assistance
Receive continuous support from our knowledgeable team to manage your financial needs efficiently.
Xero software
Here at CATAS we use Xero accounting software. Xero is an easy-to-use online system that requires no installation on a computer, and can be accessed from anywhere that has internet access.
As a Xero Gold Partner, we have the ability to provide a range of Xero subscriptions at discounted prices.
We can setup a Xero system for you so it is up and running ready to use. We can also provide initial training for your staff, plus ongoing support.
There are three main accounting packages CATAS provides to assist charities:
Essentials
- Annual financial Performance Reports for audit and/or filing with Charities Services
- Ongoing accounting help, advice and support throughout the year
- Xero help and support for your team when needed
Enhanced
- Annual financial Performance Reports for audit and/or filing with Charities Services
- Preparation, reviewing and filing of GST returns with the IRD
- Ongoing accounting help, advice and support throughout the year
- Ongoing accounting help, advice and support throughout the year
Comprehensive
- Annual financial Performance Reports for audit and/or filing with Charities Services
- Preparation of regular financial management report packs for your leadership
- Preparation, checking and filing of GST returns with the IRD
- Ongoing accounting help, advice and support throughout the year
- Ongoing accounting help, advice and support throughout the year
Partnering with your charity
Every church and church-related trust is unique, with distinct needs and a diverse range of skills among staff and volunteers. By leveraging our specialist knowledge and expertise in charity accounting and reporting, we partner with your entity to support and assist your team, taking on the compliance burden so you can focus on your mission.
