Serving Not for Profit Organisations

Serving Not for Profit Organisations
Helping you succeed
At Horwath Clark Whitehill we recognise that not for profit organisations have special needs.
The task of setting priorities is challenging, matching the demands to satisfy short term needs
against pressure for the resources required to achieve long term solutions. We appreciate that
commercial and business imperatives need to be carefully considered and that best practice
from all relevant sectors needs to be adapted and implemented where relevant.
About Horwath Clark Whitehill and our services
As a top ten UK audit practice, Horwath Clark Whitehill
(HCW) is one of the top three providers of audit and
related services to the charity and education sectors and
provides audit and related services to many of the UK’s
leading charities. The not for profit sector represents
approximately 30% of our business nationally.
We were selected as the firm with the best “charity
expertise” in the Charity Finance 2008 Audit Survey and
for many years we have had the fastest growing charity
business as shown in the CaritasData records.
We have a long history of investing in developing the
best resources to serve the sector and our renowned
team of specialists was strengthened on 1 September
2008 when Pesh Framjee, the long standing Head of
Non Profits at Deloitte, moved to HCW with the
principal members of his team and many of their
clients. Our firm now has the largest team of true
specialists working in the not for profit sector. The
related areas such as VAT, tax, risk management and IT
services are strong and sector focused.
Horwath Clark Whitehill is the UK member of Horwath
International, one of the largest global accountancy
organisations, operating in over 550 offices worldwide.
The breadth and depth of not for profit expertise we can
draw upon globally makes us ideally placed to advise
charities internationally.
We are constantly investing in resources to serve our
clients better. For example, we have designed the
unique web-based risk management software ‘Charity
Magique’ based on our expertise and wide experience
as one of the UK’s top charity auditors. Charity Magique
combines the strengths of ‘Magique’, one of the UK's
two leading risk management software products, used
extensively by FTSE100 companies and in the public
sector, with our knowledge of charity issues and trustee
requirements. Since Charity Magique is web-based it
can be accessed wherever there is an internet
connection and used by departments branches or
decentralised offices.
We have real experience and hands on expertise of
working with charities, schools and other not for profit
organisations. Members of our team have worked for
not for profit organisations both in the UK and overseas
and are also Board Members. We bring to our clients
valuable insights, different perspectives, demonstrable
expertise, enthusiasm and high quality in all we do.
We work with organisations of all types and sizes. In addition to the mainstream charities we recognise the
importance of specific sub-sectors and provide specialists with hands on experience of working with different
kinds of organisations including:
arts, cultural and heritage organisations
care providers, hospitals and other service providers
grant makers
international non governmental organisations
non departmental public bodies
professional bodies, membership organisations and
livery companies
registered social landlords
research organisations
schools, academies, higher and further education
institutions and other educational bodies
students unions
trades unions.
Our services, delivered worldwide, are tailored to the specific needs and challenges of not for profit
organisations and include:
accountability reviews and reporting on outputs,
outcomes and impacts
accounting, external audit and financial reporting
comparative benchmarking and cost optimisation
development and review of business plans
direct tax, VAT and employment taxes including
negotiations with tax authorities
due diligence, feasibility studies and quality reviews
financial management, budgetary control and
effectiveness
funding applications and other income generation
support
governance reviews, trustee training and leadership
workshops
human resource management, recruitment and
training
internal audit services
key controls, process improvement and system reviews
laws and regulations compliance
pensions advisory services
risk management
strategic alliances, mergers, collaborative working and
outsourcing support
strategic planning, innovation, evaluation and
performance measurement
structural reviews and use of trading subsidiaries
treasury, investment, reserves, inflation and forex
management.
Our clients speak for themselves
“We selected HCW primarily because it seemed to us that
the focus that Horwath Clark Whitehill has on the charity
sector meant they had a specialisation which was highly
developed and which would not carry the same weight in
a large firm. We have been impressed by the flexibility of
approach, specialist technical advice and ‘ownership’ of
our issues, both by the audit partner, Tim Baines and his
team. We are pleased we chose HCW, and the doubts
about a non ‘top four’ team have long since vanished.
They work in partnership with us bringing a depth of
expertise, a very pragmatic approach and a good cultural
fit.” John Tranter, Director of Finance, Mencap
“We in Christian Aid have appreciated the services and
support provided to Christian Aid. Pesh Framjee brings to
this his vast experience of the Charity sector and also his
commitment to good practice and professionalism
required by us in our work. He has helped us in some very
real concerns as we try to work in a variety of settings in
international development and grants management
necessary to assist our partners. Charity accountability,
risk management and transparency are important issues
not only for our regulators but the wider public from
whom we raise funds. We need to develop these areas
and we have benefited from the advice and challenges
from Pesh and his team. This has been a healthy
relationship and one from which our major stakeholders
can have confidence.” Daleep Mukarji, CEO,
Christian Aid
“At RNID we have found HCW to be very proactive, and
the balance of having a firm which is large enough to
provide a full range of audit and other services whilst
retaining a clear charity sector specialism as one of their
key business strands has worked well for us.”
Paul Breckell, Executive Director of Finance and
Corporate Resources, RNID
“Based on several years of excellent service I can
thoroughly recommend our audit team. I have been
uniformly impressed by the quality of the service. I am
particularly grateful for the expert care and attention we
have received from Pesh Framjee, our audit partner, whose
knowledge of charitable operations in UK and
internationally coupled with a real understanding of the
regulatory perspectives and commerical issues have proved
invaluable." Mike Lake, Director General, Help the Aged
When we made the appointment we were looking, above
all, for in-depth technical knowledge of non profits.
The bonus for RSPB has been the willingness of the team
to draw on their experience to offer practical solutions in
most situations." Alan Sharpe, Director, Finance & IS,
The RSPB
“Having recently moved from a major charity audited
by a Big 4 firm I have been very pleased by the depth of
experience and the quality of service I am receiving at
Horwath Clark Whitehill. In particular, the best VAT advice
I have had for years” John Graham, Director of Finance,
The Royal British Legion
“Pesh Framjee and his team at Horwath Clark Whitehill
have just completed their first audit of WWF-UK. Pesh has
for some time been a sound source of advice for us, but I
was particularly struck by the high level of knowledge of
charity accounting and the working of charities of the rest
of the team. They very quickly understood how we
operated and where the problems and risks might be.
I would unreservedly recommend Pesh and his team at
HCW as auditors to any charity.” Caroline Emerton,
Director of Resources, (until December 2008) WWF-UK
“We have been audited by Horwath Clark Whitehill for
the past eight years receiving a quality service and clear
professional advice. As a complex organisation we have
benefited from the breadth of Horwath Clark Whitehill's
knowledge of the Not for Profit sector Covering Charity
law, Trade Union Law, Company law, VAT and taxation.
All the staff we have dealt with have been friendly and
approachable enabling us to build a strong working
relationship with them removing stress from the whole
process. We wholeheartedly recommend them to you.”
Louise Silverton, Deputy General Secretary, The Royal
College of Midwives
“The experience and significant depth of knowledge Pesh
Framjee and Naziar Hashemi have of the charity sector
provides significant benefit and added value to the
Society. In particular, Pesh's broad knowledge of the
sector is most impressive and he always brings valuable
insight and contributions that go beyond the financials."
Simon Gillespie, Chief Executive, Multiple
Sclerosis Society.
Meet our specialist partners
For further information about our services, please contact:
Pesh Framjee
Head of Not for
Profit Unit
Helen Drew
Alastair Lyon
Andrew Pianca
Chief Executive
Nigel Glover
Clive Malcolm
Tina Allison
Naziar Hashemi
Patrick O'Neill
Tim Baines
Mike Hall
Vicky Szulist
Arthur Blackburn
Mike Hicks
Robert Warne
Sam Coutinho
Barry Hughes
Horwath Clark Whitehill LLP
St Bride's House
10 Salisbury Square
London
EC4Y 8EH
David Daly
www.horwathcw.com/nfp
Sally Kirby
T: 020 7842 7100
E: [email protected]