Charity Accountancy Services

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Our Charities and Not-for-profit team is headed up by Sophie Holmes ACA FCCA who has many years’ of experience looking after organisations of varying size, age and complexity.

If you are about to set up an organisation she will guide you through the minefield of identifying the most appropriate structure (for example incorporated / unincorporated , Registered Charity / Unregistered Charity, Charitable Incorporated Organisation (CIO) , Company Limited by Guarantee or Community Interest Company (CIC)). She can also advise on record keeping, filing requirements, payroll and VAT.

Sophie can also advise established organisations if they are operating in the moist suitable form or how to improve record keeping as an entity grows.

As Chartered Accountants we are also authorised to prepare Independent Examinations. These are required if a charity’s annual income is between £25,000 and £1,000,000. It may be written into your constitution that an Independent Examination is required even if your income is below the threshold.

Sophie is also a trustee of the 360 Grass Roots Foundation (a registered charity) so has first hand experience of the challenges faced in running a charity and meeting the regulatory requirements.

If you would like to meet for a free, no obligation initial consultation please contact help@360accountants.co.uk or call 01482 427360.

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