Charities & not for profit

When you are running a charity or not for profit organisation, you need to work with people who understand your specialised accountancy and audit requirements. That is what you will find at HB&O Chartered Accountants and Financial Advisers in Leamington Spa, Coventry and Warwickshire.

Whether your organisation is a newly-formed or small charity or a larger organisation with several branches, our charities and not for profit specialists can assist you in preparing accounts and audits to meet your statutory obligations.

We'll advise you on the implications of the rules and regulations for your charity or not-for-profit organisation and keep you up to date with changes to legislation and accounting formats.

Charities are always conscious of making make every penny count and even more so when the financial downturn has hit the charities and not-for-profit sector hard.

By working with our experienced charities and not for profit team, you can be sure of expert advice to help you operate as efficiently and cost-effectively as possible, with the potential to find ways to reduce costs without having to cut back on services or dipping into reserves. Our services include:

  • preparation of accounts under the Charities SORP (Statement of Recommended Practice) and Charities Act
  • audit and independent examiners' reports
  • specialist taxation advice on matters such as Gift Aid relief
  • advice on the incorporation/registration of charities
  • advice on operational structure. 

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