Managing a charity, or social enterprise, isn’t always easy – particularly when you take into account a regulatory and economic climate that is continuously evolving.

We know your services are in demand and we know that, often, you need to achieve a lot with a little, with competition for grant income and public donations greater than ever.

Whether employing new strategies such as forming trading subsidiaries, collaborating and merging with likeminded organisations, or utilising new technologies to engage with donors, beneficiaries and volunteers, our specialist team can support you in pursuit of your objectives and help you respond to the challenges you face.

Accountancy and advisory support for Charities

Our dedicated charity experts understand the importance of meeting your complex accounting needs, whilst ensuring that you are able to continue to operate sustainably.

We pride ourselves on an approach that balances compliance and advisory, and on providing a service that keeps you operating within the rules at the same time as encouraging growth.

In all our work with the charity sector, our proactive and practical advice is designed to help you find financial stability whilst also achieving your core objectives.

Our solutions are bespoke and tailored to your requirements, and so we will always prioritise finding out what matters to you. We can:

  • support the Trustee board, and help them to better understand their roles and responsibilities;
  • assist you with appraising and strengthening governance procedures;
  • help you to set accounting policies that are consistent with the Charity SORP;
  • produce statutory accounts preparation compliant with Charities Act, Charities SORP and other applicable legislation;
  • provide Audit and independent examination
  • advise on trading activities, use of subsidiaries, social enterprises and Community Interest Companies (CICs)
  • provide considered and sector-specific tax planning advice (inc. Gift Aid and VAT efficient trading structures etc.);
  • support you to outsource your payroll function;
  • provide advice and support in respect of cloud accounting software;
  • produce regular management accounts and assist you with forecasting, benchmarking and other performance-related activities; and,
  • advise on diversification of income streams, fundraising and securing grant income.

To find out more about the audit, accountancy, taxation and business advisory services that we offer to charities and not-for-profit organisations, across Hertfordshire, Bedfordshire and Cambridgeshire, start the conversation with us today.