We’re accountants and business advisers for charities, providing audit, accounts, tax and year-round support.

Whatever your financial or governance needs, 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. 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.

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?

By leveraging our specialist knowledge and sector experience, you can be confident that your charity is well supported. We advise a wide range of charitable bodies, including:

  • Unincorporated charities
  • Incorporated charities
  • Charitable Incorporated
  • Organisations
  • Community Interest Companies

Our services for our charity clients include:

  • Assistance with conversion process
  • Independent audit
  • Independent examination
  • Responsible Officer duties
  • Pensions annual return
  • Assistance with fundraising 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
  • VAT matters
  • Corporation tax returns, where required