Charities

Charities require specialist advisors who understand how charities are governed, how they operate, and the unique aspects of charity accounting and reporting.

Our approach focuses on understanding your charity so that we can tailor our work to your needs and your preferred level of support. We offer clients a strong working relationship, through dedicated teams who understand your charity and as such can offer wider, ad hoc support over and above standard compliance services.

We have established specialist teams of charity accountant expertise, who act for charities in many sectors, such as:

• Registered social landlords,
• Education,
• Head office and branches of national charities,
• Hospital charities,
• Theatre,
• Religious organisations,
• Medical charities,
• Pre-school playgroups,
• Charities which own and maintain a protected asset, including investment portfolios and property,
• And numerous good cause small local charities, set up for a specific purpose.

Our services

Compliance Services

We know that managing compliance can be a burden on Trustees and having a specialist to work with can provide peace of mind.

Typical compliance services we provide include:

• • Preparation and submission of SORP compliant annual accounts
  • Assistance with submission of the annual return
  • Assurance on the charity accounts, where needed (independent examinations and audits)

Outsourced Services

Having the resource in house can be a challenge and so we offer a number of outsourced services to our charity clients to assist them with the day-to-day financial work, so that they can spend more time running the charity and focusing on doing good.

Typical outsourced services we provide include:

• • Payroll
  • Gift Aid tax reclaims
  • Bookkeeping, using compliant Cloud software
  • Management accounting
  • VAT returns, including partial exemption

Advisory Services

We know that running a charity is not always straightforward, and that situations may arise that require professional advice or simply needing someone to discuss a problem with. We are here to assist with ad hoc queries and special projects.

Typical advisory services we provide include:

• • Advice on operating structure, such as being an unincorporated charity or a charitable company, or CIO
  • Advice on HMRC’s trading rules for charities
  • Attendance at your AGM, presenting the accounts, advising on specialist matters
  • Advice on statutory and financial governance issues

Why Choose Us?

• We know charities, and our specialist teams have specific knowledge of the Charities SORP and are familiar with the quirks of charity matters
• We understand the challenges and tight resources of running a charity and are mindful to work with you efficiently
• We know you may not be working full time on charity matters, so will work with you to agree dates for our work and any information we may need, allowing you to plan ahead
• We aim to agree a fee in advance, and will discuss with you if there are likely to be any changes to this as our work progresses

Get In Touch

Get in touch with your local office and speak to one of our specialist advisers about our services for Charities.