Ideas, ponderings and news from the South West’s charity accountants

Charity Compliance Update – November 2018

Welcome to your November charity compliance update. With another hugely successful Trustees’ Week behind us, we round up the flurry of announcements which have been made since our last installment. Read on for Budget highlights, a Digital Code update, a whole myriad of update guidance and a summing up of consultation news. Budget 2018-19 – […]

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Charity Compliance Update – October 2018

It’s been a busy few weeks in the world of charity compliance and consultation updates. Hot off the heels of Charity Fraud Awareness Week (22 to 26 October), here’s my review of the latest. Read on for SORP and Digital Code news and new consultations galore. Charity Fraud Awareness Week – resources If Charity Fraud […]

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GFC launches trustee, staff and volunteer vacancies page!

As part of ongoing 5th birthday celebrations and in acknowledgement of trustees week, Gerrard Financial Consulting (GFC) has launched a brand new vacancies page. At GFC we only work with charities and social sector organisations as that’s where our passion lies. Find out more about how we provide pain relief to our clients through specialist […]

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NEW: Celebrating our clients’ achievements

As part of ongoing 5th birthday celebrations Gerrard Financial Consulting (GFC) has launched a brand new client profile page – and we’re very excited about it! At GFC we only work with charities and social sector organisations as this is where our passion lies. We feel that what our clients achieve on behalf of society […]

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Charity Compliance Update – September 2018

As holiday season draws to a close, I review the latest in the world of charity compliance matters. Read on to stay abreast of new consultations, SORP news and the Charity Commission’s accounts monitoring reviews. Charity Commission publishes outcomes of accounts monitoring On 3 September 2018 the Charity Commission for England and Wales (CCEW) published […]

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Podcast: Jen talks charity finance with Accounting Web

On Wednesday 12 September our Managing Director, Jen Gerrard, made her podcasting debut with the team over at AccountingWeb.co.uk. Listen below to hear Jen chat about charity finance and accounting, the 4-day work week and how Gerrard Financial Consulting came to be and more:  

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Charity Commission accounts monitoring review – lessons to learn?

On 3 September 2018 the Charity Commission for England and Wales (CCEW) published the following Accounts Monitoring updates: Telling your story well – public benefit reporting for charities Charities annual reports and accounts meeting the readers’ needs Small charities annual reports and accounts meeting the readers’ needs Read on for salient issues raised by the […]

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Charity Compliance Update – August 2018

Plenty to get your teeth in to this month with the launch of the Civil Society’s strategy on building a better future and consultation updates – outcomes and the launch of The Charity Digital Code of Practice consultation. Read on to stay up to date. Civil Society Strategy: Building a future that works for everyone […]

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Charity Compliance Update – July 2018

This month’s installment is all about updated guidance from the Regulators – a tweak here, a simplification there. Read on for the latest around Gift Aid donor benefit rules and more. Charities SORP-making body to include Irish regulators The Financial Reporting Council (FRC) has approved the addition of the Charity Commission for Northern Ireland and the […]

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GFC on tour: Training, events and meeting amazing charities along the way

It’s been a busy few months for GFC with Charity Finance Group (CFG) training collaborations, working with local and national charities to spread the love re digital finance transformation and much more. We’re feeling privileged to have met, worked and developed relationships with so many amazing organisations and the individuals who drive them. Read on […]

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