Charities & associations

Accountant for Not-for-Profits in Sydney

Specialist accounting, bookkeeping, and tax services for charities, associations, schools, and community organisations. ACNC compliance, grant acquittals, and board-ready financial reporting.

Certified across the platforms that matter

Why Trinity

Three reasons our clients stay.

We’re a boutique accounting practice built on long-term client relationships, offering personalised tax, accounting, and advisory services to businesses and organisations across Sydney.

  • Longevity that compounds

    Twenty-three years in practice as of 2026. Same firm, same principal, same standards since 2003. Some clients have been with us almost the whole way. The work compounds, and so does the trust. Over four hundred SMSFs managed and thousands of tax returns lodged.

  • Everything under one roof

    Tax, books, advisory, SMSF, Xero. One team that knows your business. No handoffs between firms, no missed details between specialists, no questions you have to answer twice. Numbers flow cleanly from books to BAS to tax return because the same people are looking at all of them.

  • We pick up the phone

    We are old-fashioned about this. You get a name, a direct line, and someone who actually knows your file. We watch for trends, flag issues before they become fines, and call when something needs attention. Most clients hear from us between quarters, not just at lodgement time.

Why specialist accounting matters

Why not-for-profits need a specialist accountant.

Not-for-profit finance combines mission delivery with regulated reporting that satisfies funders, members, and the ACNC. Revenue arrives as grants, donations, member fees, and sometimes commercial trading. Each stream has its own conditions and acquittal requirements, and each funder has different documentation expectations.

Add boards and committees that need financials they can govern from. Add staff costs under awards or industrial agreements that vary by sector. Add the GST concessions and FBT exemptions that apply to certain NFPs but not others. The accounting work is mission-driven plus compliance-heavy plus governance-aware.

A general accountant can miss DGR opportunities, fail to acquit grants on time, or structure reporting in a way that boards cannot use for actual governance. Specialist NFP accounting understands ACNC, the funding mix, and the governance demands of the sector. Trinity has worked with over 150 not-for-profits.

  • ACNC compliance complexity

    Charity Commission reporting, governance standards, and registration changes need careful management. Lapses risk DGR status.
  • Grant acquittal cycle

    Multiple funders, multiple acquittal deadlines, multiple documentation formats. Easy to miss one and lose future eligibility.
  • Board financial visibility

    Boards govern based on financials. Generic accounting reports do not support meaningful board decisions.
  • GST and FBT concessions

    NFP-specific concessions easy to miss and easy to misapply. Specialist knowledge captures legitimate savings.
Specialist accounting for charities, associations, schools, and community organisations.

What we do

Our services applied to your industry.

The same accounting and tax services we deliver firm-wide, shaped to the way your business actually runs.

  • Bookkeeping for Not-For-Profit Organisations

    Transparency and accountability are non-negotiable in the NFP sector. Your board, your donors, and your regulators all expect accurate, audit-ready financials. Cloud-based bookkeeping on Xero — accessible to your team and your board. Payroll and superannuation management for staff and volunteers. Grant and funding tracking with acquittal reporting
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  • BAS and quarterly compliance

    BAS prepared, reconciled against your books, and lodged direct to the ATO. PAYG instalments managed alongside cash flow needs.
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  • BAS and quarterly compliance

    BAS prepared, reconciled against your books, and lodged direct to the ATO. PAYG instalments managed alongside cash flow needs.
    Learn more
  • BAS and quarterly compliance

    BAS prepared, reconciled against your books, and lodged direct to the ATO. PAYG instalments managed alongside cash flow needs.
    Learn more
  • BAS and quarterly compliance

    BAS prepared, reconciled against your books, and lodged direct to the ATO. PAYG instalments managed alongside cash flow needs.
    Learn more

Why clients choose us

Specialist accounting built for not-for-profits.

Not-for-profit finance combines mission delivery with regulated reporting. Trinity has worked with over 150 charities, schools, and community organisations and provides the accounting expertise boards and management teams need to maintain compliance and govern with confidence.

  • NFP sector depth

    Over 150 not-for-profits supported. Familiarity with ACNC, DGR, GST concessions, FBT exemptions, and the governance demands of the sector.
  • Grant cycle expertise

    Federal, state, and philanthropic acquittals delivered on time with the documentation each funder requires.
  • DGR maintenance

    Initial DGR applications and ongoing maintenance handled. Endorsement preserved through proper compliance.
  • Board-ready reporting

    Financial reports formatted for board and committee scrutiny. Variance analysis, forecasts, and commentary included.
  • Tax concession capture

    NFP-specific GST concessions and FBT exemptions identified and applied. Legitimate savings captured.
  • Mission-aligned approach

    We work with mission-driven organisations. The financial work supports your governance and your mission.

Accounting engagement

How we take on a NFP organisation as an accounting client.

The same accounting engagement process for every new NFP organisation. Predictable for you, scaled to the size and complexity of the business.

  • Nfp Organisation review

    We review your current financials, accounting setup, and operational structure. Gaps and opportunities are identified before any changes are recommended, and the engagement scope is agreed up front.

    • Three-year review of returns and effective tax rates
    • Current bookkeeping and reconciliation health-check
    • ACNC compliance and grant cycle reviewed
    • Onboarding meeting to agree priorities for the year ahead
  • System setup

    Xero configured for your NFP organisation. Chart of accounts built around how your business actually runs, integrations and tracking established, and reporting templates tailored to NFP organisation management.

    • Chart of accounts structured for your NFP organisation
    • fund accounting and acquittal tracking established
    • Bank feeds, integrations, and recurring rules configured
    • Reporting dashboards for fund balances and acquittal status
  • Ongoing engagement

    Monthly financial reporting, quarterly tax planning, and annual review. You always know where the NFP organisation stands financially, what is changing, and what is coming up. We are accessible whenever a decision needs financial input.

    • Monthly profit and loss, balance sheet, and cash flow
    • Quarterly tax planning and BAS preparation
    • Annual review against benchmarks and goals
    • Direct line for advisory questions as they arise
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Who we work with

Not-for-profits we work with.

If your situation fits one of these descriptions, we have done the work before.

  • Registered charities

    ACNC-registered charities with DGR endorsement, public appeals, and governance compliance.
  • Community associations

    Member-based associations with subscription revenue, member services, and committee governance.
  • Independent schools and colleges

    School operating as not-for-profits with parent fees, government grants, and board governance.
  • Religious and faith-based organisations

    Churches, denominational bodies, and faith-based services with specific concession arrangements.
  • Sporting clubs and community groups

    Local sporting clubs, community organisations, and grassroots associations with grant and member-based funding.
  • Social enterprises

    Mission-driven organisations with commercial trading alongside grant or donation revenue.

About Trinity Accounting

A small firm by design.

Trinity Accounting Practice opened in Beverly Hills in 2003. Ramy Hanna, a registered tax agent and Fellow of three Australian accounting institutes, has run it since. The firm has stayed deliberately small, deliberately local, and deliberately senior. The principal you talk to today is the principal who will be reviewing your return next October.

Most of our work comes from referrals. Most clients have been with us for years, some for decades. We think that says more about the work than any award would.

Dedicated team members in business attire smiling during a client consultation at the office.
The Institute of Public Accountants (IPA) logo featuring colorful overlapping shapes and the IPA acronym, representing a professional accounting organisation in Australia.ASIC Registered AgentLogo of Trinity Accounting Practice, an Australian accounting and tax advisory firm based in Beverly Hills, NSW, established in 2003.A green circular icon featuring a white checkmark and a stylized leaf, symbolizing reliable tax compliance and advisory services.Xero migration specialist logo featuring a blue geometric design and the text "Xero migration specialist" for accounting and bookkeeping services.Xero Gold Partner badge indicating Trinity Accounting Practice's status as a trusted Xero partner for accounting and bookkeeping services in Beverly Hills, NSW.
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What our clients say

The reviews speak for themselves.

Sole traders, growing companies, and trustees who keep coming back. Here’s why.

5.0
Based on 100+ Reviews
See all reviews
  • Doesn't cut corners
    I'm so glad I found Ramy & Kim from Trinity Accounting. They have helped me and my business tremendously. They really care about their clients and don't cut corners. Very impressed with their knowledge and level of customer service.
  • Business and personal
    Trinity Accounting Practice is knowledgeable and professional for business and personal finances, providing clear advice.
  • Diligent and professional
    Trinity Accounting Practice is highly professional and diligent. I highly recommend them to anyone seeking any accounting advice.
  • The best, hands down
    Ramy is the best accountant in Sydney. He helped me solve my problems. He is the best. I really thank you Ramy for everything.
  • Medical practice expertise
    I have a medical practice. I met with many accountants before, but I found Ramy Hanna has a very well organised accounting practice and he is very knowledgeable and has great experience.
  • A real lifesaver
    Trinity Accounting has been a lifesaver for my construction business. Ramy's knowledge of BAS, GST, and tax is unmatched. Great service and support!

Common NFP organisation questions

What not-for-profits ask before engaging us.

The questions not-for-profits most often have before working with us. Same answers we give in person, just in writing.

Pricing depends on the size of the organisation, complexity, and engagement scope. Smaller charities and community organisations typically start at a fixed monthly fee. Larger NFPs and multi-program operations are quoted as a package.

Yes. Charity Commission Annual Information Statement, governance compliance, and registration management are part of standard service.

Yes. We prepare and lodge DGR applications and maintain ongoing compliance to keep endorsement in place.

Federal, state, and philanthropic grants are tracked separately and acquitted on time with the documentation each funder requires.

Yes. Reports are formatted for board and committee scrutiny: variance commentary, forecasts, grant status, and acquittal updates included as standard.

NFP-specific concessions are reviewed and applied correctly. Significant tax savings are often available where generalist accountants miss them.

Still have a question? Contact us.

Get specialist accounting for your not-for-profit.

Book a free consultation. Twenty minutes, no obligation. We will tell you straight if we can help.