Charity Accountants and Auditors

Charities are particularly vulnerable in these undertain times. Many will have seen their donations, fundraising activities and investment income affected by the pandemic.

Getting the right financial advice and support are essential for your charity's sustainability and success

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

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 activities and include 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.

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.

Helping your charity during the COVID-19 pandemic

In addition to our services outlined above, we can help you with: 

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

Morris Crocker Annual Seminar for Charities 2020

Due to the pandemic our 2020 annual seminar for charities has been cancelled.

Our annual seminar is free to attend for charity trustees and management staff. It provides a unique opportunity for charities to get together and update their knowledge on accounting, governance and legal matters at the same time.

We will be announcing the date for 2021 soon. 

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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

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

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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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