Not For Profit

We’re personally invested in not for profit organisations

At Epplett & Co, many of our team members are both personally and professionally involved with not for profit and charitable organisations.

Supporting the organisations that support our community

Not for profits do important work, often with small teams, volunteer treasurers and tight budgets. We help charities, trusts, clubs and community groups keep their finances in order, meet their reporting obligations and make the most of every dollar, so they can stay focused on their purpose.

Organisations we support:

• HB Foundation
• Sustainable HB
• Disability Training Services
• HB Breast Cancer Trust
• The Acorn Project
• CHB Charitable Trust T/A Pleroma Christian Supplies
• Havelock North Wanderers
• Te Whare Tapere O Tamatea Incorporated
• Hastings Open Air Skating Club
• Weem Trust

How we can help:

Our experience in this area enables us to:

• Work with your legal adviser to set up a charitable trust or incorporated society
• Prepare annual financial statements under the not for profit reporting standards
• Help you meet your Charities Services obligations, including annual returns
• Look after your bookkeeping, GST and payroll, on an ongoing basis or when your treasurer or admin person is away
• Prepare financial reports for funders and grant applications
• Support your board or committee with clear, practical advice on finances and governance
• Advise on tax matters, including GST registration, donation receipts and donee status
• Set up and train your team or volunteers in Xero

Need to speak to an experienced not for profit advisor? Book a 20 minute Discovery Meeting or call us today on (06) 878 8824 for qualified, experienced and specialist help.