Charity Services

From extensive experience working with charities, social enterprises and not-for-profit organisations, BWM can provide your organisation with practical solutions to all your accounting needs.

Ever-changing regulations, funding requirements and industry climates are all closely monitored as part of the complete accounting and business planning service we offer your organisation.

We provide a one-stop-shop and friendly expertise to help you manage your finances, budget successfully and plan for and manage change. The team work ethos of BWM enables us to offer a broad range of services to charity clients with the benefit of the commercial edge.


We can help you to understand and control your own budgets, accounts and efficiency to become financially secure and stable.

Audit and Independent Examination

Whether you require an audit or independent examination we can help you to ensure your charity is fully compliant.

Grants & Funding

Support to negotiate safely through the funding and grants application minefield and optimise your success.

Strategy & Planning

We can support you with business planning, including how best to structure your organisation and how to optimise your organisation with mergers, partnerships and commercial trading.

Training & Support

We provide regular updates and practical advice on governance issues and much more, as well as the extra support through training and seminars for your trustees when they need it.

Payroll Services

We offer an affordable, efficient and accurate payroll package to handle your weekly or monthly payroll requirements, keeping you fully compliant with all the current Real-Time Information requirements.

Supporting Charities & Communities

A number of our partners and employees are on the board of trustees for charities, often in treasury or chairperson roles. We therefore understand the challenges and dilemmas that come with this responsibility. BWM fully support & encourage this and allow time off to attend meetings etc. where necessary.

BWM are proud to have signed the 10% More ‘Social Value Charter for Liverpool’ and is committed to working towards its 6 key principles.

1 Local Liverpool Employment
2 It’s Liverpool…Buy Liverpool…Buy Social First
3 Supporting Liverpool Communities
4 Ethical Liverpool Procurement
5 Green Sustainable Liverpool
6 Good Liverpool Employers

We also support a number of charities throughout the year with fund raising activities or pro bono accountancy advice to those that need it.

BWM Trustee Match

Whether you are a charity looking for trustees or an individual thinking of becoming a trustee we will use our extensive charity sector presence to help find the most suitable match. Contact us and let us know more about your requirements (for example the skills, location and time commitment involved/available) by contacting us at

BWM includes the charity sector as one of its specialisms and it offers a unique Trustee-Match service, pairing charities seeking trustees with individuals looking for trustee opportunities. BWM will consider a number of factors to ensure the right match, including skill set, previous experience and geographic location.

Since BWM began offering this service, a number of clients, partners and our employees now sit on the board of trustees for a number of charities, often in treasury or chairperson roles. The firm fully supports and encourages this and offers time off to attend meetings where necessary.

The overall aim is to help to make a lasting difference for some of the fantastic charities we work with.

For more information about our Trustee Match service or for charity accounting advice please complete this form BWM Charity Trustee Match Form and email it to us: