[foundation-board] Accountancy proposal

Rufus Pollock rufus.pollock at okfn.org
Wed Nov 2 12:03:02 UTC 2011

On 31 October 2011 20:57, Jason Kitcat <jason.kitcat at okfn.org> wrote:
> Dear board
> I've been unable to coax meaningful quotes out of the other firms -- they just didn't seem that keen.
> So I propose we go with the firm Paula suggested: Will Taylor at Lucrafts
> Reminder of the costs:
>> Will has quoted £2.5 to £3k per annum for audit, accounts and tax filings. Payroll would be £35 per month for up to 30 staff.
> Let me know your views...

Or more specifically objections (I suggest if no-one objects by start
of next week we take this as agreed). I'm +1. One outstanding question
is whether we need to get an audit for 2010-2011 (we need one for 2011
onwards). I'm of the view that as this isn't yet necessary we should
avoid the (very significant) hassle involved and give ourselves space
to prepare for audit this year.


> Thanks,
> Jason
> On 20 Aug 2011, at 09:02, Jason Kitcat wrote:
>> Hi
>> Thanks for all the replies. I've looked at another accountants firm who I have used in the past - and liked - but they don't do non-profit companies nor do they support Xero. Costings for them are same ball park as the proposal we have before us.
>> I have found two other accountants who are fairly local to our usual locations (Brighton, London or Cambridge) who do Xero and serve the 'charity sector'. I know nothing about them other than what's on their websites.
>> http://www.morriscrocker.co.uk
>> http://www.target-accountants.com
>> I will contact them for quotes next week unless I hear otherwise.
>> All the best,
>> Jason
>> On 17 Aug 2011, at 11:45, Becky Hogge wrote:
>>> On 16 August 2011 19:02, Ben Laurie <ben at links.org> wrote:
>>>> On Tue, Aug 16, 2011 at 3:05 PM, Rufus Pollock <rufus.pollock at okfn.org> wrote:
>>>>> I think this seems good -- the main thing is that we think these
>>>>> people are competent and responsive. If we really want we can ask for
>>>>> another audit quote but I am also happy if we don't.
>>>> I agree that the amount seems in the right ballpark.
>>> As do I. I think it would be sensible to seek another quote (if that
>>> does not take more than an hour or so of Jason's time) just for
>>> thoroughness. But I would also support going with a firm that feels
>>> competent and responsive, as opposed to getting one that quotes the
>>> cheapest price.
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