We've provided services to the charitable & not-for-profit sector since the firm was established over fifty years ago.

Charities 2018-07-03T12:08:25+01:00


We work closely with a large number of charitable organisations, housing associations, educational organisations and numerous not-for-profit entities throughout the practice drawing on centralised skills.

We routinely deal with all the statutory and compliance requirements quickly and efficiently. This includes the preparation of accounts which comply with the Charities SORP and all other regulatory requirements, thus putting the trustees’ minds at ease!

Over and above the routine tasks, through our association with charities and other not-for profit establishments, and membership of the Charities Special Interest Group of the ICAEW, we have accumulated specialist knowledge of the issues facing this sector.

In particular, we have provided assistance to charities in the following areas:

  • Corporate Governance and internal controls
  • The development of comprehensive management information systems including budgeting, cash flow forecasting and financial reporting
  • Advice and assistance on taxation strategy and, in particular, looking at the interaction of charitable status and corporation tax and the use of wholly-owned subsidiary companies
  • The minimisation of VAT costs through the structure of non-charitable activities and the use of available legitimate schemes, particularly for major building projects
  • Providing staff when a charity was temporarily without a finance officer
  • Advice and investigations into strategic planning, including reviews of financial forecasts and plans
  • Assistance with risk reviews and the establishment of risk registers