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.

 


Welcome to Caritas Accountancy Services, Specialist in Charity Accounting

We are a small charity and non for profit accountancy practice based in Mid Wales, set up by Davina Bound ACMA FCIE to provide specialist charity accounting and accounting services for the Not for Profit sector in mid Wales. 

Our aims and methodology:

Every client is unique and different and therefore will require a service that is unique to them, tailored for their needs and requirements.  It is important for any organisation that the people providing the support and advice understands their business and the situations that may arise.  That is why our charity accounting will ensure that one to one contact is established with each client so effective advice can be provided at all times.

If you feel Caritas Accountancy Services can be of assistance to your organisation or charity accounting needs, then we would be pleased to meet you and examine how we can help you. An initial consultation will take place to allow you to explain your requirements and needs, and to give Caritas Accountancy Services an early opportunity to offer one to one advice.  All you need to do is use our contact form provided, and Caritas Accountancy will contact you in response to your query and how our charity accounting can help your organisation..


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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....