New Form Charitable Incorporated Organisations - CIO

• Setting up / charity commission registration
• Funding and grants / business plans
• Year end SORP Accounts
• Trustee reports / reserve and risk policy review
• Statutory secretarial services (filing of accounts and returns)
• Audit / Independent Examination
• Advice on Charity Commission rules / trustee responsibilities
• Tax rules / trading limits and tax free opportunities
• VAT rules / planning / savings on major projects
• VAT free products and methods
• Gift aid on donations / donated goods scheme
• Financial systems / structure and controls
• Accounting system installation, support and 1-1 training
• Computerised / Manual book keeping and VAT returns
• Payroll bureau and advice

… and instant access to a dedicated charity team, including holders of the new Chartered Accountants ‘Diploma in Charity Accounting’!