Our Services

Charities

There are something like 180,000 charities in the UK. All of these are subject to the accounting requirements of the Charities Act and some are also limited companies and thus have to comply with companies legislation.

Charitable Intent

• Start up advice
  - Assisting with initial concepts
  - Forming your Charity

• Business Plans
  - Converting ideas into a business plan (Skeleton Business Plan)

• Structure
  - Selecting the most appropriate structure
  
  

• Pre-commencement implementation
  - Reporting, training and control systems

• Trustees responsibilities

Ongoing endowments

• Monthly/Quarterly accounting
  - Production of up to date management accounts and specific Key Performance Indicators

• Annual Accounting and Auditing
  - Production of statutory accounts and audits where required

• Payroll services
  - Weekly/monthly payroll processing

• Taxation issues
  - Trading activities, collections, fund-raising
  - VAT
  
  
• Staff Matters
  - Recruitment, interview, induction and training
  - Incentive/ Bonus schemes

• Specialist management consultancy
  - Increasing donations
  - Beneficiary/user feedback

Direct Charitable Expenditure

All our fees are agreed in advance. They can be on a time basis at agreed daily rates or a fixed fee for a clearly defined assignment. In certain circumstances, they can be performance related. All fees are quoted exclusive of VAT and sundry disbursements.

Please bear in mind that you are not only investing in our time, expertise and experience, but also gaining access to our intellectual property such as systems, protocols, processes, forms and documents etc.

Our Team

Our Charity team at Westbury, both in our capacity as accountants and auditors to charities, and by direct involvement as trustees of various charities, have a wealth of experience over some 20 years and are able to assist charities of all sizes. Keith Graham who leads the team, has for some eight years, been Chairman of The Family Holiday Association, a national charity, and is presently Treasurer of a substantial Communal organization.