Charities

Helping charity trustees to focus on what they do best

The Offer

Regulation in the charity sector has increased substantially in recent years. Many Trustees find compliance extremely onerous but are in no position to employ knowledgeable staff to address this and expect the cost of professional advice and support to be prohibitive.

My aim is to provide a cost effective service to Charity Trustees to allow them to focus on the pursuit of the charitable purposes free from concerns over financial management and regulatory compliance. As a sole practicioner I am in a position to tailor services to the needs and resources of the Charity.

Where I can help

Financial Management & Governance

This can include initial set up of financial operating procedures, supervision of transaction recording, control and management of funds and banking, provision of annual budget and regular management reports, preparation of annual financial statements to meet the requirements of OSCR and HMRC for regulatory compliance purposes, risk assessment and management. The service will be tailored to the needs of the client.

Independent Examination

As a registered CA Firm and holder of a current Practicing Certificate from the Institute of Chartered Accountants of Scotland (ICAS), I am licenced to conduct independent examination work for organsiations with annual income up to £500,000. The service can also include year end accounting and financial statements preparation work if preferred.

Charity Setup and/or Incorporation Support

I have built experience in providing support to Trustees who are setting up new charities or incorporating existing charities. This can include support in developing a new fit for purpose constitution, managing the engagement with OSCR, developing a business plan and budget, updating arrangements with external contacts and establishing processes to run the charity in an efficient and effective manner including risk management.

Peace of mind

Need cost effective financial management?

Brian Miller

BA CA MAC
  • Trained as a Chartered Accountant from 1978
  • Fully qualified member of ICAS since 1982
  • Holder of ICAS Practicing Certificate since 2010
  • Annual CPD refresh of charity sector knowledge
  • Financial Management for several local charities
  • Independent examiner for numerous small charities
  • New charity setup/conversions for a range of charities
  • Trustee of a number of national and local charities

Let's make contact

FULL OVERVIEW

Experience base for coaching, financial management and consultancy work.

LET'S TALK

To discuss how my services can meet your needs.