Charity Accountants and Auditors

Morris Crocker has worked with charities and not-for-profit organisations for over 30 years. We provide tax, accounting and audit services to help your charity achieve its objectives, demonstrate good governance and stay compliant.

For a free initial meeting to discuss how we can help you contact us online or call us on T: 023 9248 4356T: 023 9248 4356


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Maximise your charity's funds

Charities are particularly vulnerable in these uncertain times. Many will have seen their donations, fundraising activities and investment income affected by the pandemic. Getting the right financial advice and support right now is essential for your charity's sustainability and success.

Morris Crocker is ideally placed to look after your charity's financial interests.  We understand the constant restraints on today's charities and their need to optimise every opportunity.  By providing proactive and strategic advice we aim to increase the efficiency and effectiveness of your charity.

Why choose Morris Crocker

As an independent accountancy and audit practice, we have the full range of specialist expertise required by charities which we are able to provide without losing that personal touch.

Our charities team is led by director Paul Underwood and senior manager Stuart Mackie.  With over 30 years' charity sector experience between them, they offer support to charities and specialise in advising on a broad spectrum of financial issues in addition to their audit, independent examination and compliance work.

Who we work for

Our charity clients vary in size and structure, and include:

  • Community benefit societies
  • Co-operative societies
  • Community Interest Companies
  • Charitable Incorporated Organisations
  • Unincorporated charities
  • Company charities
  • Exempt charities (charitable registered societies)
Comprising professional institutions and associations; religious bodies; grant making trusts and foundations; education, youth and arts organisations; and welfare, environment and healthcare charities.

Morris Crocker is based on the south coast and works for charities operating in the Hampshire. Isle of Wight, London, Surrey, Dorset, Sussex and Berkshire areas.

Helping your charity during the COVID-19 pandemic

Responding to the financial and organisational challenges facing charities at this unprecedented time, we have extended our services to provide additional support in terms of:  : 

  • Understanding trustees' responsibilities
  • Advice on diversifying income
  • Improving the return on your investments
  • Assistance with funding applications

You may wish to visit our cash flow forecasting page to find out how can help you to make better financial decisions for your charity during this difficult time.

Our services for charities include:

  • Compliance - Guidance through Statement of Recommended Practice (SORP) issues and comprehensive charity audit services.
  • Governance – Help to devise long term strategies for development, define objectives and implement effective policies and processes.
  • Tax planning - Sound financial advice to help minimise your charity's tax liability by applying all available reliefs and exemptions to maximise your funds.
  • Gift Aid - Up to date guidance on procedures and regulations.
  • Charity reserves - Establishing an effective reserves policy to enable you to maintain a level of funding that allows your charity to fulfil its objectives.
  • Charitable trading subsidiaries - Advice on how to structure the subsidiary, raise finance and implement effective accounting systems.
  • VAT submissions – Introduce systems and procedures for VAT management and effective tax planning.
  • Risk management - Implement internal controls to mitigate risk and improve financial security.
  • Accounting systems - advice, training and support with cloud-based accounting software. For more information about this please see our blog post.
  • Setting up a new charity - including taxation, compliance and governance issues. 
  • Incorporations, mergers and closures – Guidance throughout the process and introduction to our network of solicitors and bank managers.
  • Audit and Independent Examinations - As chartered accountants and registered auditors we are able to verify the accounts of charities of all sizes and provide assurance by means of an independent examiner's report or a full audit report. We aim to add value through our audit process by identifying areas for improvements and efficiencies. Visit our charity audit page for more information.
  • Outsourcing - Bookkeeping service to give you peace of mind that your charity's financial records are kept efficiently and up to date for better decision making. Payroll management (monthly or weekly) and auto-enrolment compliance by our in-house team of payroll experts.

Please get in touch if you would like to know more about our services for charities.

Morris Crocker Annual Seminar for Charities 

A huge thank you to everyone who attended our annual seminar for charities yesterday evening (25 May 2021) at the Solent Hotel in Whiteley.
So many of you expressed your gratitude at being able to once again attend a live event (albeit with social distancing).
It was after much consideration that we decided to go ahead with this year's seminar so soon after conference venues were allowed to reopen.
However, after 20 years of providing our free seminar for charities and staff and having to miss last year, we thought it would be good to get it back on the calendar.
Thanks too to our speakers who gave outstanding presentations. They were Matt Collins of Platypus Digital, Anne Taylor of Thorngate Churcher Trust and Matt York of the National Lottery Community Fund.
Not forgetting of course our speaker from Morris Crocker, Stuart Mackie.
We are now looking forward to setting a date for next year when hopefully things will be a little more normal.
If you would like to go on our charities mailing list for our regular ebulletin of financial news and update, and receive an invite to our future events for charities, please email Margot Vere at mcv@morriscrocker.co.uk 

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Charities Key Contacts

Paul Underwood, Director

Paul has worked with charities for over 20 years.  As well as audit and compliance work, he carries out Internal Examinations and has a particular interest in the effect of VAT and taxation on the charitable sector.  Paul is treasurer of a not-for-profit organisation and is a member of the ICAEW Audit Faculty and the Charity & Voluntary Sector Group.

T:023 9222 8185
pu@morriscrocker.co.uk


Stuart Mackie, Senior Manager

Stuart joined Morris Crocker in 2013 from a specialist not-for-profit London firm where he qualified as a chartered accountant.  His expertise is in generating ideas to make sure charities are run efficiently and are compliant with the latest accounting standards.  Stuart currently acts as financial adviser to two not-for-profit clients.

T:023 9222 8120
sfm@morriscrocker.co.uk

Charities Enewsletter

What our clients say...

"We appointed Morris Crocker for the first time for our 17/18 accounts and found them to be professional, thorough and experienced. During the audit they offered solutions to various issues that we were experiencing. The "audit findings" report was in depth and focused on not only what they had found but the best way to resolve anything identified. They also went above and beyond while producing our consolidated accounts taking it upon themselves to make sure that mapping to the previous year meant that they were giving us the best possible comparisons. The original tender was for 1 year and we have now appointed Morris Crocker for a further two years."  

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