Changing your charity structure

In recent years, more and more newly-registered charities (in England and Wales) have started life as a Charitable Incorporated Organisation (CIO). Existing unincorporated charities – Trusts and Associations – have been able to convert to a CIO since the Charities Act 2011 was enacted however, until now, incorporated charities (those registered with Companies House in […]

Read More

How to structure your charity’s chart of accounts – part 2

Your charity’s Chart of Accounts (COA) is the collective term for your list of nominal ledger accounts, which can be grouped in to certain categories – such as income, expenditure, assets, liabilities and funds – forming the basis for your organisation’s financial reporting. Last time in How to structure your charity’s chart of accounts Part […]

Read More

How to structure your charity’s chart of accounts – part 1

Your charity’s Chart of Accounts (COA) is the collective term for your list of nominal ledger accounts, which can be grouped in to certain categories – such as income, expenditure, assets, liabilities and funds – forming the basis for your organisation’s financial reporting. From time to time it is prudent to review your COA and […]

Read More

Practice Excellence Awards – We’re on the shortlist!

Each year the Practice Excellence Awards for accounting practices recognise and celebrate the best firms in our profession whilst showcasing firms and individuals who are driving standards of excellence ever higher.

We are delighted to say that Gerrard Financial Consulting has been shortlisted for awards in the two categories we entered.

Read More