Charities and Social Enterprises
Having been the Number One auditor of charities for the last 7 years we are confident that whatever your financial, governance or management needs, we can help.
We provide a complete range of specialist services from locations throughout the country which empower charities to effectively deal with current challenges. Issues we have helped our clients with include:
- Coping in the new austerity funding environment
- Identifying the social impact of their activities
- Maximising charity benefit from scarce reserves
- Finding effective ways to work collaboratively or to merge
- Fully exploiting charity tax opportunities
- Managing financial difficulties
- Taking advantage of new social enterprise opportunities
- Ensuring your audit adds value
In all cases we understand the issues and are available to help. We are particularly skilled at delivering joined up solutions by drawing on the expert knowledge of our wide range of specialists.
The charity sector’s favourite auditor
With over 1,100 charity clients, including almost 200 in the top 3,000 charities and 25 in the top 250, Baker Tilly is the leading auditor in the charities sector. We act for more charities than any other firm, a position we have held for the last 7 years.
Range of services
- Advice on social finance tools such as Social Impact Bonds for project funding
- Social impact and outcomes evaluation services
- Strategic/business planning
- Tax efficient fundraising and gift aid audits
- Corporate finance, loan financing and financial modelling
- Governance reviews and training
- Risk management and internal audit – identifying and assessing potential risks, advice on action to address risks, designing procedures to monitor effectiveness of controls
- VAT planning and compliance - registration and deregistration, business/non-business and partial exemption methods, structuring of operations, refunds of VAT on substantial property developments, healthchecks and reviews
- Corporation tax and tax status - mitigation of corporation tax liabilities, impact of trading activities on charitable status, use of trading subsidiaries and property transactions
- PAYE and other remuneration taxes – healthchecks and reviews, assistance before, during or after investigations
- Compliance with the Charities SORP
- Acquisition, mergers, due diligence reviews
- Business Process Improvement- procurement and shared services
- Receivers and managers appointments
- Insurance services - trustee indemnity and general insurance
- IT Consultancy
Publications