With our experience of working with charities and not-for-profit organisations, Sagars is well placed to understand and support you in dealing with the particular challenges of additional regulations, public scrutiny and diverse stakeholders which will undoubtedly be familiar to you.
All of our charity and not-for-profit clients naturally have access to our core services (see our main Services menu). You’ll also find below some information about additional services which we’ve tailored specifically to meet the needs of this sector. And don’t forget to take a look at In Touch, our dedicated charities and not-for-profit publication.
VAT and tax planning can be a minefield for a charitable organisation – particularly if there are any changes in activities or operations. We can help you to plan ahead or deal with ad hoc queries as they arise.
Registered by the Institute of Chartered Accountants in England & Wales to carry on audit work, Sagars meets all of the specific auditor requirements set out by the Charity Commission – such as knowledge of the charity accounting and reporting framework and an understanding of the additional statutory duties imposed on charity auditors.
We’re experienced and efficient in carrying out audits specific to particular grant or other income funding streams – such as ESF funding.
We can facilitate a strategic planning day with your trustees and senior management. It’s vital for an organisation to consider, in a structured way, the challenges and opportunities it faces and develop strategies and plans to address them.
We can help you to develop a risk management framework and to determine the ‘risk appetite’ of the Board. Often it’s important that appropriate, manageable risks are taken to further the organisation’s aims and objectives.
We can review (and/or test) your governance and internal controls set up and put in place a practical action plan to implement any desired improvements.
We can provide training staff and trustees on relevant financial, governance and taxation aspects. For example:
We’re also able to help you to address other challenges and opportunities often faced by organisations in the charitable / not-for-profit sector, for example: