On the side of entrepreneurial financial services firms
8 mins
We support and advise charities and purpose-driven organisations of all sizes involved in the arts, social welfare, community support, healthcare, environmental, and religious institutions.
What we do
We understand that every charity, purpose-driven organisation, and not for profit requires unique advice and practical support, just like you provide to your beneficiaries. Our team understands that your sector faces constant challenges and changes. We provide assurance, accounting, and tax compliance advice relevant to your needs combined with operational advice enabling you to meet those challenges.
We take the time to understand what is important to your organisation. Our team of specialists have expansive knowledge of working with charities and purpose-driven organisations; combining up-to-date expertise and experience to offer you advice and support.
Please see some live links to some of the services we provide:
- External audits
- Bookkeeping services
- Preparation of financial statements
- VAT
- Payroll
- Audit and assurance
- Corporate tax and gift aid advice and compliance
Our other services to charities, not for profits and purpose-driven organisations include:
- Independent examinations
- Advice on Public Benefit and Governance
- Advice on trading and the use of subsidiaries
Some external links which you may find useful:
- Charity Commission for England and Wales
- Good Governance Institute
- SORP
- Changes to Charity Accounting and Reporting
Charities and Purpose-Driven Organisations Specialists
Jolene Upshall >
Audit and Business Advisory Partner
Steve Robinson >
Audit and Business Advisory Partner
David Hadley >
Tax Director
Why work with us?
Business stakeholders benefit from our experience and ability to provide practical solutions as they grow, develop or require support through operational turnaround, and, where necessary the constructive use of formal insolvency procedures.
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AccessibilityFour offices in London, St Albans, Rickmansworth, and Milton Keynes
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Cross-Team ExpertiseJoined-up advice across all services, including Private Client, Financial Planning, Restructuring, Corporate Finance, and Corporate and Business Tax
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Sector KnowledgeSector specific knowledge and experience which we can apply to your business
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International ReachWe are a founder member of The International Accounting Group (TIAG)
