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!