For charity-specialist accountancy practices
A concise weekly brief of carefully checked Charity Commission signals: first filings, newly overdue returns and genuine reporting transitions—filtered for the work your practice wants.
Five founding places. £49 reserves a review; £229 only if the 90-day pilot is a fit.
Community services · North West England
Why it is in the brief: the overdue status is recent, the organisation appears active and its reported income matches the practice’s chosen band.
A smaller, sharper prospecting routine
The raw register is free. The work is finding what changed, applying the right reporting rule, removing poor-fit records and explaining why the remaining opportunity deserves attention.
We monitor the Charity Commission’s daily public extract and compare it with the previous record.
Inactive records, ambiguous rules, unsuitable income bands and unusable contact routes do not reach the brief.
Each card shows the source date, the reason it matters and a discreet, non-accusatory conversation angle.
Built around practice fit
This is not a bulk list of charities. The founding pilot is deliberately narrow and shaped around the mandates your practice can serve well.
Reputation comes first
A filing event is a reason to research, not permission to shame an organisation. The product is designed to protect both the charity and the accountancy practice.
Cards state what the official register records and when. They do not speculate about finances, trustees or wrongdoing.
We never contact charities on a customer’s behalf. The practice decides whether a conversation is suitable.
Personal trustee information is excluded. The service favours general business contact routes.
A forecast or possible threshold effect is never presented as a confirmed legal requirement.
Founding pilot
We start with a review of real, current cards matched to your practice. If the fit is convincing, your £49 reservation is credited toward the 90-day pilot.
The pilot is intentionally capped while weekly signal supply and customer outcomes are measured.
Questions worth asking
Not necessarily. These are researched opportunity signals, not inbound enquiries. A filing event can create a timely reason for a discreet professional conversation, but it does not prove buying intent.
Yes. The underlying Charity Commission information is public and free. The subscription pays for daily comparison, rule-aware filtering, checking, context, allocation and a usable weekly brief.
No. Your firm keeps control of its professional judgement, tone and outreach. We provide the source-linked research only.
During the founding pilot, a card is withheld from a directly competing customer for 14 days. We do not promise geographic exclusivity before real signal supply has been measured.
No. Cards are research support. They identify public reporting events and must not be treated as advice about a charity’s exact filing, examination or audit obligations.