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Charity and Not for Profit Services

We have a dedicated charities team, who specialise in supporting charities and not for profit organisations across the country, providing a full range of services including accounting, independent examinations, auditing, tax, VAT advice, preparation of management accounts, in-house finance team secondments and support, bespoke training, digital and online accounting packages and payroll services.

Charity Accountant Specialists Offer Expert Advice

As experts in their field, our team is able to provide bespoke advice reflecting the legal, accounting and regulatory framework in which charitable and not for profit organisations operate.

Charities are subject to different regulations, complex accounting standards, and separate legal frameworks and having advisors who are experts in all of these requirements is crucial to getting the best advice. Our team all have an in-depth knowledge of the accounting, tax and VAT regulations applicable to charities and are on-hand to provide friendly, knowledgeable advice in a language you can understand.

Examples of recent issues we have assisted our charity clients with include:

· Advice and support on transition to becoming a Charitable Incorporated Organisation (CIO)

· Support with strategic analysis to address anticipating funding cuts

· Support with implementation of new digital accounting systems (including QuickBooks Online, Xero)

· Specialist charity VAT advice, including support with HMRC enquiries

· Assisting with applications to release endowment funds

· Support with Gift Aid claims

· Advice and support with setting up trading subsidiaries

· Advice on the best structure for newly established charities.

Charity Accountants Trusted throughout the South West

We serve a large number of local charities and not for profit organisations, including many household names in Somerset. We are proud of our 120 year history in the region, and consider supporting local grass root organisations, as well as national charities, to be a pivotal part of our role in the community.

We support both organisations who are both grant making and grant seeking, therefore often sharing our connections with our clients can be invaluable.

We host specific Charity events, with past networking events including specialist key-note speakers from the ex-chair of the Charity Commission, Andrew Hind MB, as well as charity legal and investment management specialists.

Recognised by the Institute of Chartered Accountants in England and Wales

Head of Charities Sarah Twist and Partner Lexi Shore, who lead our charities team, have both been awarded the prestigious ICAEW Diploma in Charity Accounting, which recognises experts making a real difference in the charity sector.

Bespoke Proactive Advice, Tailored to Your Organisation

We recognise that each charity is unique. That’s why we pride ourselves on offering a tailored service, designed around your organisation. Charities often face a range of options, whether in terms of assurance on their accounts, or their optimal structure. We break down the regulatory and legal framework to provide a straightforward analysis of your options, and our recommendations.

We passionately believe in working in partnership with our charity clients and consider it our responsibility to offer proactive advice, and insight. We will support your visions by sharing our expertise, as well as our contacts in the charity sector and beyond.




Which areas do you cover?2021-08-24T11:01:52+00:00

We are primarily based in the Southwest of England, but offer services throughout the UK, and serve a number of national charities.

Can I change the legal form of my charity? What about a Community Interest Company?2021-08-24T11:01:35+00:00

In recent years many Trustees have elected to change the legal form of their charity. We can advise on what changes may be possible, and what the optimum structure would be for your charity. Options include charitable trusts, charitable incorporated organisations (CIOs), charitable companies and charitable groups.

Does my charity require an independent examination or audit service?2021-08-24T11:00:22+00:00

The Charities Act 2011 requires charities with gross annual income greater than £1million, or gross annual income greater than £250,000 and gross assets greater than £3.26million to be subject to a statutory audit. In addition a charity’s constitution may require it to have an audit. Many charities opt to have an audit voluntarily, to provide a higher level of assurance to Trustees, donors and beneficiaries.

What sort of charities do you work with?2021-08-24T11:00:02+00:00

Our clients include an extremely wide range of charitable and not for profit organisations, from local Parochial Church Councils, to family charitable trusts, through to large charitable groups and government not for profit agencies

We passionately believe in offering support to charity leaders, charity finance teams and Trustees, to inform key decisions and to be on hand as trusted advisors.

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