Services for Charities and Social Enterprises

We are a specialist provider of audit and accounting services to charities and have decades of experience of acting for a wide range of not-for-profit organisations.

We currently act for 30 not-for-profit and social enterprise clients. These range from small local businesses to well-known national organisations.

Trustees of charities and other social enterprises understand that to be effective and successful they need to run their organisation as they would any other business. With our extensive knowledge and forward-thinking approach to the culture and aims of the sector we can provide help and advice regarding all of the financial aspects of running a social enterprise.

Our services include the following:

  • Preparation and audit of annual accounts in accordance with Charity Commission requirements
  • Preparation and filing of Charity Commission returns
  • Advice on best fit legal structure and constitution for the organisation
  • Advice on VAT status
  • Compliance with Charities Act 2006 and SORP 2005
  • Compliance with other regulatory bodies
  • Tax implications of charity trading – use of subsidiary trading companies
  • Gift Aid claims
  • Formation of Guarantee Companies
  • Trustee responsibilities
  • Fund Accounting assistance
  • Development of budgetary & cash flow procedures to monitor finances.

Additionally, our services also include budgeting, cash flow projections, management reporting and payroll.

Contact us for more information about our services for charities and social enterprises.

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© 2018 James, Holyoak and Parker. All rights reserved.
James, Holyoak and Parker, 1 Knights Court, Archers Way, Battlefield Enterprise Park, Shrewsbury, Shropshire SY1 3GA


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James, Holyoak and Parker are Accountants in Shrewsbury