Charities and Not-For-Profit
Charities, not-for-profit organisations, and social enterprises are unique and have particular financial and accounting requirements.
BPU understands the challenges facing this sector and has developed over the years a specialist team of charity and third sector accountants and business advisors.
Our specialist team provides expert charity accounting, business planning and advisory services and has a proven track record of success in helping this sector to excel at what they do best – helping others.
Our partner-led approach allocates a dedicated team to every client including a qualified manager and tax expert providing effective communication to ensure issues are dealt with promptly and efficiently. BPU staff offer practical advice that is tailored to meet the objectives of your organisation and the requirements of both executive mangers and trustees.
Our specialist services to the sector are wide-ranging and include:
- Year end accounts and audit
- Advice on computerised accounting systems
- Specialist advice on VAT and other tax matter where appropriate
- Operations and cost reviews to ensure the most efficient use of resources within your organisation
- Assistance with raising of finance (both grant and loan) for capital and revenue projects
- Internal control recommendations to ensure your organisation is compliant and your trustees are safeguarded
BPU staff members are the cornerstone of our success and have the empathy and understanding of this sector to deliver the right advice in a timely and cost-effective manner.
We would be pleased to offer you a free consultation to discuss your organisation’s current financial and accounting requirements and identify ways in which we can make a difference to your organisation.
To make an appointment call Rachele Phillips on 029 20734100 or email firstname.lastname@example.org
Huw Palin, Director
Huw qualified as a chartered accountant in 1989 and joined the firm as a senior manager in 1999. He became a full partner in 2002. He joined the firm having spent 10 years post-qualification working as an audit and accounts manager for Ernst & Young in Cardiff.
He has extensive involvement in advising small and medium-sized enterprises on financial and business planning issues and has assisted many companies to expand their operations and improve their business processes.
He has much relevant experience in assisting businesses both to identify and obtain grant-funding from UK and European grant bodies. Huw is the Audit Compliance Director for the practice. He therefore acts as the “feed” in relation to resolving technical and ethical issues.
Colin Russell, Director FCCA, ACA, DChA
Colin joined the firm in 1990, was promoted to Senior Manager in 1997 and to the position of Auditing and Technical Director in 2007.
A long standing Fellow of the Association of Chartered Certified Accountants (FCCA) Colin is an Associate of the Institute of Chartered Accountants In England and Wales (ACA) and has also has a Diploma in Charity Accounting (DChA).
Colin obtained the Diploma in Charity Accounting via a demonstration of his experience in the not for profit sector. Colin is the director at BPU directly responsible for the delivery of accounting services to a number of WEFO funded projects and has direct experience monitoring and audit of WEFO funded schemes.
Colin is responsible for the audit and accounts work for SME’s through to large groups (turnover varying from £1m upwards to £40m) and manages the audit/accounts/independent examiner review for a number of charities.
Colin also has the responsibility for further developing the firm’s specialist auditing services for charities and pension funds in addition to the day to day responsibility for the firm’s technical standards.