About you

Charities and Not-For-Profit

Are you looking for a specialist team who understands the issues surrounding the Third Sector in the current climate? 

At Naylor Wintersgill, we recognise that the ever-changing legal and regulatory environment of the charity sector requires a proactive advisor to provide core service assistance and specialist advice tailored to a charity’s specific requirements. Through our involvement with a diverse range of charity and not-for-profit entities, we’re fully aware of issues surrounding the sector in the current climate and have a wealth of experience you can access. Naylor Wintersgill has been part of the local Bradford community for 100 years now and several of our partners currently have involvement in local charities and community groups within the area.

We understand that running an effective not-for-profit organisation can be demanding - juggling the pressure of raising funds, managing your finances and meeting demands. Here at Naylor Wintersgill, we are supporting our clients to be more business-like in a sector which traditionally can find a business ethos challenging and is perceived, on occasions, to be at odds with their charitable activities.

All of our team are very experienced in dealing with the preparation and audit of charity trustees’ reports and accounts. The specialist services we provide in this sector include:

  • Statutory audits and accounts
  • Independent examinations
  • Forecasting and budgeting
  • Strategic planning
  • Advice on annual trustees’ reports and accounts
  • Dealing with submissions to the Charity Commission
  • Tax efficient fundraising including gift aid and payroll giving

Our team of experts can also work with you to select the most appropriate accounting software package for your individual requirements. These include cloud based options which offers easy access to accurate real-time financial information, which can be shared with trustees and those who operate your organisation anytime, anywhere.

We have many established charity clients for whom we have acted for a number of years and we are happy to approach them for testimonials and references should you wish to know more.

Alison Whalley Directors
Colin Whitehead Directors