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 directors Paul Underwood and 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 beyond the COVID-19 pandemic
The recent pandemic has resulted in additional financial and organisational challenges for charities and so we have extended our services to provide 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:
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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.
New to charity accounting?
You can find out more about charity accounting and how the sector is assessed for tax from our factsheet: Accounting for charities and non-profits.