Sectors we work with
We’re experienced at working with most types of not-for-profit organisation.
What should be included in the Trustees’ Annual Report? We are often being asked...
Charity trustees should regularly review and assess the risks faced by their organisation in...
The tax treatment of charities can be complex. Many charities trade either as part...
The Community Amateur Sports Clubs 'CASC' scheme was first introduced in April 2002 and...
For many charity trustees the rules and regulations around audit and independent exams can seem...
Preparing statutory accounts can be time-consuming, and keeping up to date with ever-changing requirements an unwanted distraction when you’d rather be focussing on the bigger picture. We can take the strain and bring you clarity; from mapping documentation and reviewing disclosures, to creating account templates or preparing full financial statements. Our specialist team will work closely with you to ensure your accounts comply with HMRC obligations, Companies Act requirements (FRS 102, FRS 102 (Section 1A) and FRS 105) and Charities Act requirements (Charities SORP FRS 102).
Strong financial management isn’t simply a case of the numbers adding up, you also need effective internal systems and controls and the ability to identify weaknesses. With highly qualified experience in audit, assurance and regulatory reporting services, we can help you assess and strengthen your systems. We’ll get under the skin or your organisation and tailor our audit accordingly.
We are registered by the Institute of Chartered Accountants in England and Wales, and our files are subject to regular reviews and regulatory visits from the Quality Assurance Directorate (QAD).
Rock solid financial admin is a foundation of good business management. Our dedicated bookkeeping team are here to look after the numbers for you – whether you need an ad hoc confusion clearing up, or full year-round bookkeeping services. Trained in a range of accounting software, we’ll ensure you’re making the most of technology to maximise the flexibility, efficiency and full compliance of your bookkeeping.
Whatever the size of your workforce, payroll requires continual and careful management with deadlines, documentation, and HR and pension procedures to keep an eye on. Our expert team can take the strain for you, solving payroll snags as they arise, planning, preparing and filing payroll with HMRC, advising on taxable benefits-in-kind, ensuring pension compliance, preparing P11Ds and conducting PAYE audits. We also offer a tax investigations service providing protection for income, corporation and IR35 investigations or disputes.
Financial planning and wealth management are key to achieving your charities financial goals, therefore we maintain close working relationships with our independent financial advisers who are able to offer expert, objective wealth management advice to not for profit organisations. With over 10 years working together we truly feel having them working alongside us allows us to look after our clients that much better. No matter your charities circumstances independent financial advice can prove invaluable.