Charities & not-for-profits

Trustees of charities and not-for-profit entities must manage their charity’s resources responsibly, and have key financial responsibilities they must be aware of. These include ensuring the entity:

  • undertakes appropriate financial planning each year;
  • has strong financial controls in place; and,
  • produces accurate financial reports at the end of each period.

How we can help

Simpson Wreford & Partners support a number of charities and not-for-profit entities with their accounting, auditing and tax needs. We have a team of specialists who understand the specific challenges of the sector, providing our clients with the support they need to ensure their organisation thrives.

Managing the finances of your charity is essential as it supports the organisation in going about its charitable work and achieving its aims and objectives. Whether it’s carrying out a statutory audit, reviewing financial controls or advising on VAT matters, we aim to give your trustees and management the piece of mind that your charity is meeting its obligations and operating in the most effective way.

Members of our team are actively involved in the sector as trustees themselves, granting a unique insight into the inner workings of a charity by providing appropriate governance and oversight, and dealing with real-life problems.

We can help with:

  • Statutory audit
  • Independent examination
  • Internal audit and internal control review
  • Tax compliance and VAT advisory
  • Bookkeeping and VAT compliance
  • Payroll
  • Governance advice
  • Risk management
  • Reserve policies
  • Budgeting and financial planning

If you would like to discuss your charity accounting requirements with us, please contact us. For further information please download our brochure

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