Governance and Trusts

Goverance and Trusts

We understand that as a social enterprise, most charities need to demonstrate public accountability through their annual report and accounts.

We act as an adviser, and you can trust them to keep abreast of all the changes and how these will affect them. Our services can help your charity to be effective and sustainable through good governance, transparency, integrity, and accountability.

There are several ways we could help you such as providing financial expertise, ensuring compliance with relevant regulations, and maintaining transparency in financial operations:

Financial Reporting and Compliance

Preparing accurate and timely financial statements, including income statements, balance sheets, and cash flow statements. Ensuring compliance with accounting standards and regulatory requirements, such as Generally Accepted Accounting Principles (GAAP) or International Financial Reporting Standards (IFRS), and Charity Laws.

Budgeting and Financial Planning

Help in identifying revenue sources, setting financial goals, and allocating funds to various programs and initiatives effectively such as charity taxation including VAT, maximizing income through gift aid, charitable trading.

Grant and Funding Management

Assist in tracking and managing grants, ensuring that the funds are used for the intended purposes and that all reporting requirements are met.

Internal Controls and Risk Management

Help establish internal control systems to safeguard the organization's assets and prevent fraud or mismanagement of funds. Assess risks and recommend strategies to mitigate them.

Tax Compliance

Ensure that your organization complies with tax laws, files appropriate tax returns, and maintains tax-exempt status.

Trusts and Endowments

Manage the investments and ensure that the funds are prudently managed to generate income to support the organization's mission while preserving the principal.

Compliance with Governance Policies

Work closely with your board of directors and management to ensure compliance with governance policies and best practices, promoting good governance throughout the organization.

Our experts bring financial expertise and integrity to non-profit organizations, supporting their mission-driven objectives while adhering to the principles of good governance and trust management. We understand that our role is essential in helping non-profits achieve their goals while maintaining the public's trust and confidence.

How we can help?

Our specialists will guide you and your company through every stage of the business life cycle, from start-up, through Series A and beyond. With various services under one roof, we work collaboratively with you to provide a one-stop-shop service for all your financial requirements. 

Our financial service includes :

  • Support in arranging corporate finance
  • Management accounting and Outsourced bookkeeping
  • Business valuations
  • Preparing your financial statements
  • Audit
  • Reclaim R&D expenditure
  • Corporation tax filings
  • Sales Tax compliance
  • Payroll services
  • Setting up a benefits structure and staff rewards system

You can focus on and grow your business by outsourcing your finance needs to our expert team.

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+44 74928 86053 / +44 74900 78652 / +91 99992 54365 / +91 98110 94733

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Optimyze Finance LLP India
10 , Basement Vinobapuri Lajpat Nagar II ,Delhi
Optimyze Finance UK
Sutton Point 6 Sutton Plaza, Sutton Court Rd, Sutton
London, England