Charities

We have a charity specialist practice.  Stephen Perry heads the charities unit.

Our contribution to the charity sector

Stephen’s background in the charity sector is significant having held interim and permanent Finance Director and senior finance roles with some of the UK’s largest charities and housing associations including Action for Children, Livability, Trivalis and Housing and Care 21 and Anchor.

Stephen has held trustee positions with smaller charities including Vice Chair of Yorkshire Coast Homes, The Association of Chairs, is the Treasurer of Never Such Innocence and has written for the Charity Finance Group and Charity Finance magazine.

Charity Registration

We help charities with achieving registration, defining their objects, setting up governing documents and systems to ensure trustees meet their legal and regulatory requirements.

Other non profit organisations

We also help with the set up of community interest companies and other types of non-profit organisations.

Independent examination

If you charity has an income of more than £10,000 it is required to have its accounts independently examined each year.

An independent examination is a less intrusive and lower cost form of audit and as qualified accountants with extensive experience in preparing charity accounts we are able to carry out independent examinations.

Other Services for Charities

To help charities deliver their objects we also advise on good governance, help with the conduct of trustee meetings, prepare strategic plans and provide a wide range of advisory services including business planning, performance management and risk management.