Strategic guidance for a stronger social impact
Our role goes beyond compliance. We partner with you to ensure your governance is robust, your reporting is transparent and your operations are aligned with your mission. Whether you’re an established charity, a new foundation, or a social enterprise, we’re here to support your continued impact.
Specialist Support for the Charity Sector
With years of experience advising charitable and not-for-profit organisations, our team understands the regulatory landscape you operate in. We bring tailored insight to help you meet your obligations and future-proof your organisation, so you can focus on the communities and causes that matter most.
We provide expert advice on:
- Independent examinations
- Internal audit, due diligence and risk reviews
- Governance process reviews, structures policies and procedures
- Annual accounts preparation (in accordance with the Charities Statement of Recommended Practice (SORP) and the Charities and Companies Acts
- Annual audit including specialist grant return certification audits
- Advice on forming a charity and the structure that best fits your organisation, including subsidiaries and tax implications
- Understanding trustees’ responsibilities and setting up appropriate reserves policies
- Submission of annual returns and required regulatory matters to governing bodies and organisations
- Reducing tax liabilities, specialist VAT advice and tax health checks
- Gift aid compliance
- Accounting software advice and support
Helping You Deliver on Your Mission
SRC Advisory works with a wide range of charities—from local community initiatives to larger, multi-entity organisations. We’ll help you maintain integrity, unlock efficiencies, and deliver your objectives with greater confidence and financial stability.
Whether you need support with financial strategy, regulatory compliance, or internal governance, we’re here as your trusted advisers.
