Charities
and Not for Profit Organisations

The “not for profit” sector has a significant place in today's economy and makes up a large part of business not only in the UK but globally. We understand the complex issues faced by charitable organisations and the importance of the right advice at the right time. It is essential to keep up to date with changes in the Finance Act each year together with developments through changes in legislation in particular via the Charities Act and Charity Commission announcements. Our role is that of a co-ordinator as our aim is to gather all relevant information and use it to provide you first class advice, support and guidance, so that we can assist you effectively and efficiently.

Our services are extensive to ensure that we meet your current needs and develop with you as your needs evolve.

Our range of clients in the “not for profit” sector ranges cover small regional charities to national entities. Operating in the region for over 30 years we have a vast amount of experience in this sector which has been obtained been through changing times in the economy so we can really give advice gained through both knowledge and experience.
  Three of our charities team hold the Institute of Chartered Accountants in England and Wales (ICAEW) Diploma in Charity Accounting.

At the time of qualification, only seven accountants in practice in the North East held this qualification, three of whom were from Clive Owen LLP.
 

What can we offer you as one of our clients?


• Annual accounts completed within an agreed timetable and fee structure available

• VAT planning and support

• Attendance at year end meeting and involvement in financial discussions with trustees

• Organisational structure advice

• Strategic planning

• A full payroll service including auto enrolment compliance

• Added value services such as cashflow management and development of your accounting systems and controls together with cloud based solutions

• A personal and dedicated service

• Trustee training and awareness of Trustee responsibilities


 


 
Leading Our Charities Team...

 
Chris Beaumont
Partner


01325 349 700
 
Tony Luckett
Managing Partner


01325 349 700
 
Mary McArthur
Senior Manager


01325 349 700
 
             
 
Chris Beaumont
BA Hons, FCA, DChA
Partner

Chris joined the practice in 1996 as a qualified Chartered Accountant. Chris was promoted to Partner in 2006.....

 
Tony Luckett
B Com (Acc) Hons FCA DChA
Managing Partner

Tony qualified as a Chartered Accountant with Deloitte Haskins & Sells in 1984 and largely dealt with manufacturing organisations in the Midlands.....

 
Mary McArthur
BSc Hons ACA CTA DChA
Senior Manager

Mary qualified as a Chartered Accountant in 2004, joining the practice in 2005 and was promoted to Audit and Charities Manager in 2007.....

 
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