Performance Reporting:
Year-End Performance Reports for Not-for-Profit Organisations
Preparation of Annual Performance Reports that meet Charities Services requirements while clearly communicating your organisation’s financial results and impact. Our support is tailored to your reporting tier and Charities Services requirements, from simpler Tier 3 and Tier 4 reports through to more complex Tier 1 and Tier 2 reporting.
What This Service Provides
Our Performance Report preparation service helps not-for-profits turn year-end results into a clear and meaningful story.
We go beyond the numbers, bringing together financial outcomes, achievements, challenges and community impact into an Annual Performance Report that meets reporting requirements while genuinely reflecting your organisation’s purpose.
The result is a report that strengthens transparency, builds trust with stakeholders and supports reflection and learning, making year-end reporting a valuable tool rather than simply a compliance exercise.
Clear, Compliant Annual Performance Reporting
What We Prepare
Our service typically includes:
Preparation of Annual Performance Reports in line with Charities Services requirements
Financial statement preparation and formatting
Integration of financial and non-financial information, including clear presentation of outcomes and organisational impact
Support with impact measurement and narrative development for the Statement of Service Performance
Review and validation of underlying financial data prior to report preparation
Coordination with auditors or reviewers where required, including audit preparation and support where needed
When This Service Is Useful
This service is often used by organisations that:
Need support preparing their year-end Performance Report
Want confidence their reporting meets Charities Services requirements
Need help bringing financial and non-financial information together clearly
Want reporting that communicates their impact to funders and stakeholders
Are preparing for an audit or review and want their reporting well structured in advance
Are unsure how their reporting tier requirements affect their Annual Performance Report
Would benefit from clearer narrative around outcomes, achievements and community impact
Need Support With Your Year-End Reporting?
If your organisation needs help preparing its Annual Performance Report, we would be happy to discuss your reporting requirements and timeline.