“We couldn’t be more pleased with the personalised service we’ve received. Despite being a smaller organisation with just three charities under our umbrella, we never feel like just another client.
The onboarding experience was exceptional, especially given my limited handover from the previous Clerk and my newness to the charity sector. The training was invaluable, helping me get up to speed quickly.
The team has been incredibly efficient, obliging, and responsive, always making time for my questions. Their approachable nature and clear, concise communication in our face-to-face meetings have been instrumental in helping us understand where we need to be for compliance. Initially, we thought we were doing everything ‘correctly,’ but with their expert guidance, we were given detailed, actionable improvements for future audits . This year, we particularly appreciated the insights on future expenditure and budgeting—areas we hadn’t previously considered.
There’s honestly nothing we’d change about the service; it’s been perfect for our needs. We now feel confident on the steps required to achieve full compliance and have a clear roadmap moving forward.
Their support has been invaluable, and we couldn’t recommend their auditing services more highly.”
Ms Haffenden, Accounts Administrator & General Assistant
Hereford Municipal Charities