Helping your charity improve its financial management and create a bigger impact for your chosen social causes

Helping your charity do more


Caplan Associates: we help charities and not-for-profit organisations across Hertfordshire, London and the UK to get better control over their finances. Whatever the size of your charity, we’ll help you meet your compliance and reporting needs and get MORE from your available funding and donations.

We’ll explain your financial challenges in plain English – no accounting jargon here – so you have a complete understanding of your financial management.

Your trusted adviser


Work with an adviser who
has the experience to help
your trustees become more
organised and effective.

In-depth financial control


Get the transparent view you
need of your accountants
and make your reporting
requirements easier to meet.

Get more from your funding


Streamline your costs, staff
expenses and internal
processes to make your
funding pot go

The advice and support your charity needs

You’ll get all the fundamental accounting and audit services needed by a charity. But you’ll also get a partnership with a trusted financial expert who believes strongly in the importance of supporting charities and their causes.

Your trusted adviser

Ensuring that you
understand and
meet your regulatory

Trustee reporting


Detailed reporting
and forecasting for
your trustees and
management board.

Tax exemption


Clear advice on
ensuring your costs
and expenses are
exempt from taxation.

Improved efficiency

Proactive guidance on
cost efficiencies
and internal process

An accountancy firm that makes a real difference

Find out more about our passion for finance and accounting advice