[foundation-board] Accountancy proposal

Jason Kitcat jason.kitcat at okfn.org
Mon Oct 31 20:57:01 UTC 2011

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...


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.

More information about the foundation-board mailing list