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I specialise in charity audit and compliance, and work with a wide variety of charities with income up to £30million. My work covers a wide variety of charitable sectors, including international charities, trading subsidiaries, grant making trusts and membership charities.
My aim is to make charity accounts understandable and assist trustees without a background in finance to understand the accounts and their obligations as trustees. I undertake a variety of trustee training events as well as bespoke training for specific Boards.
I also advise on reserves, charity structure, Gift Aid and recovery, governance and provide s124 advice when charities borrow money.
I also train charities to set up and use Quickbooks Online.
I have previously been a trustee at a branch of Parkinsons UK and the British Association for Music Therapy.
Identifying and dealing correctly with a potential conflict of interest within your charity is fundamental to its continuing operation and fundraising ability. It is vital that charity trustees have a clear understanding of the basic definitions of conflicts of interest and why they matter, particularly at a time of declining public trust in charities.Continue reading