Charity and Not for Profit

Prime acts for many charity and not-for-profit organisations providing advice on the financial, governance, management structures and tax needs of a charity as well as providing a range of services including; charity formation, preparing charity accounts, audit, independent examinations and installation of software and systems to facilitate the production of management information.

The charity and not-for-profit offering is headed up by Prime director, Michael Jellicoe. Michael and his team of charity accountants are vastly experienced is this area having specialised in the charity and not-for-profit sector for over 35 years. The team act for over 50 clients across the UK preparing SORP compliant accounts whether the charity is a company, CIO, trust or an association.

The rules and regulations associated in running a charity are complex and the roles and responsibilities of trustees are not lightly taken on. These requirements make an expert adviser essential to assist the trustees in best practice and compliance. Trustees need clear and relevant management information to assist them in their decision making. Michael and his team provide such information by understanding the objectives of the charity and applying their judgement to report a meaningful SOFA.

Prime are genuinely interested in the Charity sector and the information and guidance provided so far in the preparation of our Annual Accounts has been impressive and very helpful. All the staff which we have had contact with are helpful, friendly and easy to work with and we look forward to building on this relationship in future years"

Feedback from a Prime client as part of our client satisfaction survey 2017