PENSIONS AUDIT

We want to take any audit, accounting or tax worries away from your world. So you can keep making a real difference

NOT FOR PROFIT SERVICES

Our work in the Not for Profit sector comes with one, simple ‘why’. We want to take any worries away from your world. So you can free up your time and people to keep making a real difference.

Now, more than ever, Not for Profit organisations need advisers who offer more than technical knowledge to keep them compliant. They need advisers who have real understanding of your challenges. Who respond quickly and with a depth of knowledge and experience. We can help. We have well-established connections throughout the UK that can benefit your organisation.

LIVING. BREATHING. NOT FOR PROFIT AUDIT

We’re proud to say we’ve built a long list of relationships across the whole Not for Profit spectrum – from academies, independent schools and student unions, to charities, museums and cathedrals. And it’s this experience we’ll use to keep you innovative, ahead of regulation, and never without an answer to “what’s next?”

We’re even prouder of what our work is helping our clients to achieve. Using our expertise to review and fine-tune your systems, processes and governance, you’ll be able to deliver maximum value to your beneficiaries and make strides towards your charitable aims.

We understand the Not for Profit sector is all about creating social value and helping others to reap the rewards. That’s why we love supporting organisations like yours – organisations who make a real difference to the world we live in.

We know every penny counts and any reductions in your income will have a serious impact on the way you deliver services and projects to those who need it most. So, now, more than ever, you want to make sure you’re using all your available resources correctly, smartly, and efficiently.

HOW WE WORK WITH NOT FOR PROFITS

We know how to build teams and work with clients remotely. We’re committed to ensuring a seamless approach. We like to become part of your team – you’ll even think we’re in the same room as you. We can adapt our approach to suit your needs. Way before working from home was a thing because of Coronavirus we put in place our ‘WORKING FROM ANYWHERE.

ANYTIME. FOREVER’ policy. It goes beyond the traditional hybrid working that we’ve all become familiar with. We believe in our people and secure IT systems. They can be based anywhere and still deliver an excellent service for you. We do have some pretty cool offices even if we do say so ourselves. We’d love you to come visit.

WE WANT TO HELP YOU

Put simply, we know all about the ins and outs of the sector, and we’ll use that knowledge to form a partnership that adds real value for you. We have a dedicated and specialist Not for Profit audit team who are already working with organisations like yours.

Across Cooper Parry we have other tax specialists, particularly in VAT, who have worked closely with charities and educational organisations for many years. Helping them minimise and manage tax and VAT liabilities. There are many misconceptions about charities and tax. Not least of all that charities don’t have to pay VAT. It’s not that simple!

We can also advise on what to include in your trustees’ reports, plus interactive webinars and timely emails on sector developments and interpretation of government or sector funding and charity accounting guidance.

It all comes in our usual, jargon-busting style to make sure your staff, trustees and members understand the key themes. And if you’d ever like to have a chat or ask a few questions, we’re all ears, all year round – with no ‘ticking clock’ or pesky bills adding up.

  • We’ll highlight any areas of risk and advise on making improvements to your systems and controls that could save you time, money and hassle. You’ll be making calculated, informed decisions that really count.
  • We’ll keep you compliant and give you the peace of mind and credibility that come with audited accounts. This will make securing grants and loans from banks or other funding providers much easier.
  • We can help minimise your tax and VAT liabilities.
  • We regularly host seminars and workshops focused on keeping you up to date with any changes in the sector and giving you the chance to network with other people from your industry.
  • And we also offer a huge depth of other specialist services including Making Tax Digital guidance, IT Solutions and specialist creative tax relief claims.

WE THINK YOU’LL FIND OUR PEOPLE REFRESHING

Why? Because our award-winning culture is built on one, powerful premise: happy, engaged people produce the best work. And they always will.

Our people across Cooper Parry, not just our dedicated Not for Profit team, are committed to supporting the work of charities and educational organisations. Many of them volunteer their time and expertise locally. Giving back is part of our DNA at Cooper Parry, which is why we’ve joined forces with onHand the online volunteering app. As a company, we want to start doing more good in the local community and leaving a positive impact.

DIVERSITY AND INCLUSION

We’re committed to diversity and inclusion. As a company we want to create a workplace that’s free of discrimination and harassment. We try to ensure that diversity and inclusion is at the heart of how we treat our people. It’s underwritten with an Equal Opportunity and Diversity Policy. We value everyone’s contribution, no matter their age, disability, sex, sexual orientation, race, religion or belief, gender reassignment, marital status or pregnancy. We want everyone to have an equal opportunity to feel valued and respected. We want everyone to shine.

SUSTAINABILITY

We’re passionate about doing our bit to reduce waste and pollution so we help protect the planet. We want to build our business so its sustainable and helps the earth flourish. The issue of climate change has been in the news a lot recently and more than ever businesses have no choice but to take responsibility for their contribution. We all need to properly take stock and change the way we work to benefit future generations.

We’re committed to using CP as a force for good. Measuring our impact at all levels, across all stakeholders, and holding ourselves to the highest standards – for our people, clients, communities, and the environment. That’s why we’re proud to be the UK’s largest accountancy B Corp, joining the business movement tackling society’s greatest challenges.

WORKING IN PARTNERSHIP

As well as taking a collaborative approach to how we work with our clients we’ve also built strong relationships within the Not for Profit sector. Here are some useful links including:


Charity Finance Group

CFG the charity that inspires a financially confident, dynamic and trustworthy charity sector. We’re members and are signed up to their commitment to help champion best practice, nurture leadership and influence policy makers.


Education & Skills Funding Agency

ESFA brings together the former responsibilities of the Education Funding Agency and Skills Funding Agency to create a single agency accountable for funding education and skills for children, young people and adults. We’re members of the ESFA


AUDITOR FORUM

Auditor Forum, which provides direct interaction on financial reporting, regularity issues and sector developments.


Association of School and College Leadership

ASCL represents and support more than 21,000 school and college leaders.


Institute of School Business Leadership

ISBL aims to provide the sector with confidence in the school business leadership community through a framework of qualifications underpinned by Professional Standards, linked to membership categories, and practitioners with the professional recognition and status they deserve.


Independent Higher Education

IHE is the UK membership organisation and national representative body for independent providers of higher education, professional training and pathways.


ASCL and ISBL

We’re active partners of ASCL and ISBL, regularly taking part in their conferences, running webinars for their members, and sharing our knowledge on the issues the charity and education sectors face. 

Our Experts

CP EVENTS

REVIEWS

PAUL, JAN 2024

“Excellent service for our first year audit.”

DAVID, JAN 2024

“R&D Claim: The results were better than expected. The additional cash will enable us to increase profitability”

ALAN, JAN 2024

“R&D Claim: The results were not as good as previous years. The additional cash will allow us to further invest in our R&D program.”

STUART, JAN 2024

“Great to have a personal relationship with the whole team. Always willing to help. Sometimes a little slow to respond on some issues (but then again so are we). Audit team are brilliant, bar audits far to long now owing to the amount of sample data we have to provide, which is hard when you have a small team and limited time.”

CLAIRE, JAN 2024

“Great team, and much improved communication and pro-active engagement over the past three months.”

MARK, DEC 2023

ROB, DEC 2023

“R&D Claim: Having worked with the R&D team at CP for a few years now, I had a good idea what to expect. As per usual they exceeded our expectations. The additional cash will allow us to invest in our fleet.”

RICHARD, DEC 2023

“Excellent service. Need to ensure pricing is competitive.”

DAVID, OCT 2023

“Good insights provided. Nice team to deal with. Need more consistency of team members and where this is not possible a better handover should be provided to new members. Need strong manager oversight on all audits, in particular where there are complex transactions etc. Improved communication between audit team and finance functions within the business.”

LUCIA, JUN 2023

“Final Packs are taking too long, communication”