Tony Kelly

Tony is our Charities Specialist Partner and leads our dedicated Charities team. He advises on a wide range of issues relevant to charities, these include:

  • Acting as audit lead on charity audits
  • Acting as Independent Examiner for smaller charities or those that do not require an audit

In addition to audit & independent examination roles, Tony regularly advises charities on:

  • The relevant Charities SORP
  • Accounting for Restricted Funds, in relation to both income and expenditure allocation
  • Other reporting issues such as branch returns
  • VAT – on trading activities & construction projects
  • Governance issues
  • Keeping Trustees up to date with Charity Commission latest ‘hot topics’
  • Composition and training for Trustee Boards
  • Presentation of Accounts to assist with grant applications
  • Maximising Gift Aid claims, principally making sure Charities gain all the extra income they are entitled to

Work highlights

  • Assisted a client with a major restructuring that involved the merger of two complimentary IT businesses, including aspects of taxation advice for the company, its directors and shareholders.
  • Worked closely with a client’s Finance Director and finance team to help to resolve a major trade dispute with its parent company overseas. Following meetings with representatives of the overseas entity and its auditors, resulted in significant claims against our client being dropped.
  • Helped a charity client to streamline its reporting procedures from its numerous autonomous branches located around the UK, resulting in greater management and Trustee control over its financial and general operations.

tkelly@roffeswayne.com

Tony’s interests include most sports, especially cricket, plus the theatre and helping local restaurants through a difficult trading period!

Audit_Tony Kelly

LinkedIn profile

Contact Tony