Whatever your financial or governance needs, we offer expert, relevant and up-to-date advice to keep you compliant, help you to fulfil your objectives and maximise the benefit of your charity for its beneficiaries.

Our Charities team provides a wide range of services for charitable bodies, ranging from small, grant-making trusts to well-known local and national charities

Working together

We get to know your charity personally and build close, long-term relationships. This way we become your confidants as well as trusted advisers, and team members are on hand to act as an informal sounding board when you need one.

All members of our team (many of whom act as trustees or have experience as accountants or managers within the not-for-profit sector) fully understand the special needs of your sector.

How can we help you?

Our services for our charity clients include:

  • Assistance with conversion process
  • Independent audit
  • Independent examination
  • Responsible Officer duties
  • Pensions annual return
  • Assistance with fund raising strategies and grant applications
  • Investment strategies and cash management
  • Process improvements, management controls and risk reviews
  • Gift Aid procedures and regulations
  • Review and advice on the chart of accounts