We have a thorough understanding of the challenges and opportunities you face in the not-for-profit sector and are here to provide practical solutions.
Our team works with over 300 not-for-profit organisations, covering charities and trade unions, pension schemes and trade associations of all types and sizes, ranging from small and domestic to very complex with branches and overseas operations.
Financial planning, strategy and risk management are key for any not-for-profit organisation. We can help you budget effectively, ensure your financial planning is robust and work with you to mitigate risk. We bring a commercial focus to help you generate a surplus to build up a financial reserve and go from strength-to-strength.
We know that you want to concentrate on running your organisation and serving your members. So we’ve developed an outsourcing service that covers bookkeeping and payroll, and will seamlessly prepare management accounts for trustee meetings. Our work is concise, accurate and takes the hassle away, providing reassurance on these more technical areas.
Our team is experienced at acting for many grant-making foundations established by high net-worth individuals, providing independent examinations, audit services, cash flow forecasts for grant commitments, VAT, drafting grant agreements and handling tax returns.
We help clients contend with changing regulations and complex tax treatments. With the Charity Commission imposing increasing demands, a specialist and proactive approach to your accounts and finances is vital to ensure that you can concentrate on what is most important: running a successful organisation.
We hold free seminars for our clients on topical issues in the sector to help you keep up-to-date and give guidance in the more complex areas. Past seminars have included risk management, understanding taxation as it applies to charities, Gift Aid and social media. We also offer a brief, accessible introduction to being a trustee, which is an excellent opportunity for your trustees to have any queries resolved.
Long-term financial stability is crucial for trade unions if they are to survive. We’ll also support you on making positive changes to safeguard your organisation’s future, through advising on financial management, and investment and tax strategy.
Our team has a thorough understanding of defined benefit pension schemes and the impact they have on trade unions. We can help you develop an effective long-term strategy, working closely with your actuaries to achieve a balanced outcome.