If you are interested in finding out more please call Phil Soutter on 01752 253545 or email phil
We have built a specialist niche in providing services to charities and not for profit organisations.
Our team at Wills Accountants has a keen professional interest in charity management, as well as a sympathetic understanding of the ethos and aspirations of voluntary organisations.
Services that we offer include:
The audit
We look at an audit as an opportunity to understand an organisation in depth, and to identify opportunities to improve systems and controls, and generally contribute to the security for the benefit of the Trustees and their beneficiaries.
The Independent examination / accountant’s report
Although independent examination or accountant’s report represents a lesser form of scrutiny than a full audit, it is still much more demanding than the "informal audit" which many small charities had in the past.
Making the most of accounting systems
Most charities use accounting systems such as Sage or QuickBooks. These are robust and provide suitable system solutions, but charities often fail to use them to full advantage. We advise clients on ways to get the most from their investment in software.
Tax and trading companies
Company Tax and VAT is a complex aspect and one where we can advice. Sometimes an effective solution is to create a trading subsidiary to mitigate the charities exposure.
Reserves policies
All charities are required to have a reserves policy, but many find it difficult to decide upon an appropriate level. We can assist clients to create a policy that is justifiable and suitable.
Attendance at AGM
We offer an initial free attendance at the first AGM to present the first accounts following our appointment. This process would enable the Trustees get to grips with the impact of the accounts and is also a unique opportunity to discuss other relevant matters in the charitable sector.
