charities

Providing Guidance,

Compliance & Governance

to the charities sector.

Charities

Specialist Accountants for the Charitable Organizations & Trusts.

At Ballard Dale Syree Watson, we understand that to work with charitable organisations, large or small, it takes a certain expertise.

 

Our specialist team of charity sector accountants keep up to date on the Charities Act 2006 and all ‘Accounting and Reporting by Charities: Statement of Recommended Practice (SORP) guidelines as well as regular ‘continuous professional development’ courses and initiatives. Along with 30 years of experience working within the sector, this continuous updating of sector skills means that we are able to provide a tailored and specialist approach to our charity sector clients.

We work closely with the charities that we look after, appointing a regular point of contact as well as providing direct access to Partners at all times. We feel that building strong relationships and providing regular meetings leads to solid planning and efficiencies.

 

In the UK, over 75% of businesses are family companies so a large percentage of our clients are affected.  We therefore have a great deal of experience in dealing with problems that may arise and more importantly preventing problems before they occur.

Taxation – Award winning

It is a common misconception that charities need not consider taxation matters. Our award winning taxation team specialise in the charity sector tax services including areas such as Gift Aid, Capital Gains and VAT.

Audit & Advisory – A Unique Approach

We feel it is important to provide value in our audit process. This is achieved by not only ticking and checking information but by working closely with our charity clients and providing sensible, strategic advice on efficiencies and structure. Our cost effective charity audits have been complimented throughout the market for their value and effective post audit input.

Quasi FD Services

A number of our charity sector clients take advantage of our quasi FD services. This allows for Partners to attend regular internal meetings, provide ‘on the ground’ advice in real time as well as further getting under the skin of the charity, ultimately leading to an improved service, effectiveness and risk minimisation.

Some of the types of charitable entities that we currently work with include:

 

  • Social housing
  • Disaster support funds
  • Religious organisations
  • Special interest clubs
  • Charitable trusts
  • National organisations

Typical services include:

 

  • Audit, Assurance & independent examination
  • Accounts preparation using cloud and non cloud based systems
  • Management Accounts and financial reporting
  • Strategic support, reviews and planning
  • Internal controls and risk management
  • Charity specific tax services

footer-logo-2

Whatever your needs, we are here to help

To book a free no obligation consultation please call a member
of our friendly team on 01905 794504.