Specialist Sectors
CHARITIES
William Duncan & Co provides specialist accounting services to clients in the charity and not-for-profit sector .
To be effective and successful nowadays, charity trustees/directors need to run their organisation as they would any other business. With our considerable knowledge and sympathetic approach to the culture and aims of the sector, our charity team provides help and advice with all the financial aspects of running a not for profit organisation.
As we act for a number of charities, our clients can be confident about the many issues they face in the ever-changing and increasingly complex areas of finance and tax. We work with you to ensure compliance with the Charities Act and SORP. We can help steer you through the tax implications of charity trading. We can help deal with VAT issues, Gift Aid claims, grant and Lottery applications, formation of limited companies, and can assist with the risk assessment vital to the setting up of branches and charity shops. Our outsourcing services include budgeting, cash flow projections, and management reporting, along with a payroll bureaux service which many clients find invaluable.
Given the high level of speciality in this field, all our charity clients are looked after by an experienced team, headed up by Partner - Stephen J Bargh CA MAAT.