CARITAS   Accountancy Services
  
 Serving  Charities and NGOs in Mid Wales. 
 

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Caritas has the relevant experience and qualifications to understand the complex financial issues facing these organisations.  

 


Caritas employs specialists in Sage and Quickbooks.

 


Useful Links

Accounting Web Online accounting information website
 
Association of Accounting Technicians The Association of Accounting Technicians (AAT) is an established and well-respected professional membership body.
 
Association of Charity Independent Examiners ACIE exists to provide support, training and professional qualifications for anyone acting (or wishing to act) as an Independent Examiner of Charity accounts.
 
Business Link Advice for business
 
CAF Bank CAF BANK is a bank which provides tailor-made financial products and services exclusively for the voluntary sector.
 
Charity Commission The Charity Commission is established by law as the regulator and registrar for charities in England and Wales.
 
Chartered Institute of Management Accountants CIMA, founded in 1919, is one of the oldest professional organizations devoted to financial management and cost accounting.
Companies House The official UK government register of UK companies.
 
HM Revenue & Customs (Charities) HMRC Charities is responsible for the administration of: -
tax reliefs available to Charities and the direct and indirect tax obligations of Charities and charity trading companies.
 
Institute of Chartered Accountants in England & Wales The ICAEW is one of Europe's major professional accountancy organizations.
 
Powys Association of Voluntary Organisations Powys Association of Voluntary Organisations is an independent agency providing help and advice to voluntary organisations and community groups enabling them to work more effectively.
 
Quickbooks Accountancy software designed for small business
 
Rural Business Network (PDf file) The Rural Business Network is a joint venture between ADAS, the. National Farmer’s Union (NFU) and the Country Landowner’s Association.
Sage Sage is a supplier of business management software and services.
 
Triodos Bank Ethical bank which offers savings accounts and investments. Finances only projects with social and environmental benefits.
 
Wales Council for Voluntary Action WCVA represents, supports and campaigns for volunteers, voluntary organisations and communities in Wales.
 
Welsh European Funding Office WEFO is responsible for administering Structural Funds in Wales




 

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Caritas do not provide audit services to charities and not-for-profit organisations that exceed the relevant audit thresholds.  This is to avoid conflicts of interest and to allow Caritas to work closely with senior management and Trustees as part of a team.  More....

For some of our clients, Caritas acts as a Virtual Finance Director, assisting and performing a monitoring control over the basic accounts function whilst working with the Chief Executive to provide the higher level financial advice and assistance they require to perform their role. More....

Outsourcing can release you from the burden of setting up and maintaining financial systems that fully comply with charities legislation.
At Caritas, we know that your restricted funds need careful monitoring. We know that your overheads need apportioning fairly. We know that your funders can be very particular about how this is done. More....

The Charity Act that has just been passed increases the audit threshold to £500,000. This will result in a substantial increase to the number of charities that require an independent examination by an appropriately qualified independent examiner. Be ready! Contact Caritas! More....