PRICE BAILEY CHARITIES & NOT FOR PROFIT THE RIGHT ADVICE FOR LIFE

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Howard Rodgers
8 years ago
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1 PRICE BAILEY CHARITIES & NOT FOR PROFIT THE RIGHT ADVICE FOR LIFE

2 OUR EXPERTISE To arrage a meetig with a member of for more iformatio about Price Bailey, At Price Bailey, we recogise that charity ad ot-for-profit orgaisatios have uique eeds ad so we have a specialist team that has a thorough uderstadig of the particular eeds of this sector. With frequet regulatory ad legal chages, as well as icreasig public scrutiy, we kow how difficult it ca be to ru a ot-for-profit orgaisatio successfully. Charities ad ot-for-profit orgaisatios ca take may forms, be it a registered charity, commuity iterest compay, social eterprise, charitable compay, commuity amateur sports club or membership orgaisatio. Whatever form your orgaisatio takes, our flexible service is tailored to your specific requiremets. We have bee providig services to the ot-for-profit sector for may years ad our team has a wealth of experiece i providig specialist audit, accoutig ad taxatio solutios to help you. The ot-for-profit sector is of key importace to us as it represets over 10% of the firm s busiess. Price Bailey curretly provide compliace services to over 280 orgaisatios i the charity ad ot-forprofit sector. Our role is to esure that you uderstad the opportuities ope to you, whilst complyig with the complexities of the relevat legislatio, ad also to support you i the logterm success of your busiess. SECTOR EXPERIENCE Our team members have excellet credetials gaied from our ivolvemet i the sector ad workig with a sigificat umber of charities ad ot-for-profit orgaisatios. Our team: Wrote CCH Preparig Charity Accouts book Actively works with key sector groups like CFG Is led by the Vice Chair of the ICAEW Charity ad Volutary Sector Special Iterest Group Writes for atioal ad sector specific press such as The Guardia ad Charity Fiace Speaks ad chairs at volutary sector evets Are trustees/goverors of charities Delivers a programme of sector related semiars ad workshops Provides specific alerts ad ewsletters Will keep you up to date with best practice, curret areas of iterest ad the latest sector developmets

With frequet regulatory ad legal chages, as well as icreasig public scrutiy, we kow how difficult it ca be to ru a ot-for-profit orgaisatio successfully.

3 HOW WE WORK To arrage a meetig with a member of for more iformatio about Price Bailey, Our role is to support ad advise you to esure that you uderstad ad comply with the complexities of the relevat legislatio, i the most advatageous way for your cause. Our strog i-house team has a wealth of experiece ad ca offer charity trustees, directors, goverors ad admiistrators a full rage of services ad solutios, eablig you to focus o your core objectives. We ca assist with: Advice o VAT ad taxatio plaig, icludig fudraisig activities, VAT-efficiet structurig, exempt supplies ad lad trasactios Compliace with laws ad regulatios like Charities Act ad Compaies Act, SORP 2005, ew SORPs ad FRS102/FRSSE ad Academy Hadbook Assistace for trustees i the developmet ad ogoig moitorig of strategic plas ad reviews Maagemet accouts ad statutory audits Bechmarkig o key fiacial performace idicators Support i settig up ad cotrollig fudraisig activities Guidace o tradig activities ad the use of tradig subsidiaries Help i settig up appropriate reserves policies Advice o risk reviews ad the maiteace of risk registers Grat audits, gift aid audits ad fuder reportig Mergers ad acquisitios Price Bailey is a leadig firm of busiess advisers ad accoutats, with eight offices throughout East Aglia, Lodo ad Guersey.

Our strog i-house team has a wealth of experiece ad ca offer charity trustees, directors, goverors ad admiistrators a full rage of services ad solutios, eablig you to focus o your core objectives.

4 ABOUT US To arrage a meetig with a member of for more iformatio about Price Bailey, Fouded i 1938, Price Bailey is oe of the largest idepedet firms of Chartered Accoutats servig East Aglia. We believe we are the oly UK top 30 accoutacy firm to have retaied the same ame for our whole existece ad cosequetly have developed a very strog idepedet idetity ad culture. At Price Bailey we aim to provide the specific itegrated service which charities ad ot-for-profit orgaisatios eed. This icludes cosultig, plaig ad legal skills to complemet the traditioal accoutig, tax ad audit services you expect from a accoutig firm. It may soud obvious but developig a close relatioship with our cliets is at the heart of everythig we do. This relatioship eables us to develop a deep uderstadig of your eterprise, its challeges ad opportuities, ad esures that the advice we provide is right for you. This focus o cliet care is reflected i our core values; Value for all, best practice, cosistecy ad cotiuous improvemet.

At Price Bailey we aim to provide the specific itegrated service which charities ad ot-for-profit orgaisatios eed.

5 WHY CHOOSE US To arrage a meetig with a member of for more iformatio about Price Bailey, Why Price Bailey? Award wiig: We are proud to have bee preseted with various awards ad accolades, below are some recet examples but please visit our website for further details. Professioal itegrity ad techical kow-how: We ivest heavily to stay iformed of the latest legislatio ad accoutig practices ad have superb systems i place to deliver the work o time. Fixed fees: Price Bailey offers fixed fee arragemets, so there are o surprise charges. Simply very ice people to work with: 98%* of our cliets say that they would, or already have recommeded us to others ad describe us as professioal, helpful, approachable ad friedly. We offer a high quality service with professioal ad straight forward advice which is valued by our cliets. At Price Bailey, we pride ourselves o beig able to provide a high level of specialist support. If you have ay questios or queries, please give us a call ad we will be happy to discuss your requiremets. * Based o more tha 1000 feedback forms that our cliets have completed for us durig the last five years. Recet awards Price Bailey have wo: 'Leadig Busiess Adviser (larger tha te advisers)' at the Aberdee UK Platform Awards Top 25 Accoutacy Firms 2014' by the ifluetial eprivate Cliet website ad ews service. 'Foresic Accoutig Firm of the Year i Eglad' at the Corporate INTL Global Awards 2014 'Top 50 Wealth Maagemet Team of the Year' at the British Accoutacy Awards 2015.

Professioal itegrity ad techical kow-how: We ivest heavily to stay iformed of the latest legislatio ad accoutig practices ad have superb systems i place to deliver the work o time.

6 CONTACT US Price Bailey, October 2015 Helea Wilkiso Head of Charities ad Not for Profit, Parter T: +44 (0) M: +44 (0) E: Gary Miller Parter T: +44 (0) M: +44 (0) E: Richard Vass Parter T: +44 (0) M: +44 (0) E: Dare Moore Parter T: +44 (0) M: +44 (0) E: Paul Bartlett Seior Maager T: +44 (0) M: +44 (0) E: Neil Gree Seior Maager T: +44 (0) M: +44 (0) E: Gary Bugdale Seior Maager T: +44 (0) M: +44 (0) E: Tim Edwards Maager T: +44 (0) M: +44 (0) E: Paul Fox Maager T: +44 (0) M: +44 (0) E: Suzae Goldsmith Maager T: +44 (0) M: +44 (0) E: Our Offices Bishop s Stortford +44 (0) Cambridge +44 (0) Caribbea Chael Islads +44 (0) City of Lodo +44 (0) Ely +44 (0) Mayfair +44 (0) Norwich +44 (0) Price Bailey. All rights reserved. Price Bailey is a member of the UK200Group ad, associatios of separately owed ad idepedetly maaged accoutacy, legal ad busiess advisory firms. For more iformatio about Price Bailey ad regulatory details please visit

moore@pricebailey.co.uk Paul Bartlett Seior Maager T: +44 (0)1279 712759 M: +44 (0)7901 551481 E: paul.bartlett@pricebailey.co.uk Neil Gree Seior Maager T: +44 (0)1353 613167 M: +44 (0)7425 603990 E: eil.

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