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Finance & Accounts 
This section contains details of reputable accountancy firms and financial product/service providers that have experience of working with membership organisations and associations.

Crowe Clark Whitehill is a leading national audit, tax and advisory firm. We offer pragmatic, insightful advice and support to businesses, private clients, pension funds, professional practices and the not for profit sector.

Our specialist team provide tax and VAT advisory services including planning and compliance to a wide range of business, not for profit and private clients.

Contact: Chris Dears, Senior Manager, VAT (

Visit Crow Clark Whitehill's website...

Finance Software Solution Providers


Access Group offers a range of membership software solutions for finance and expenses, HR and talent management, CRM, events, payroll and project management. We help organisations improve performance, increase cost efficiency, and drive membership recruitment and retention by delivering integrated organisation-wide software solutions.


MemberWise Offer: 15% off licence and support fee.

Visit the Access Group website for more information...



Kingston Smith is a top 20 firm of Chartered Accountants with 60 partners and 7 offices in the UK. With over 70 membership organisation clients we have in-depth experience of the issues membership organisations face. This knowledge enables us to offer practical advice and share areas of best practice to help your membership organisation succeed in meeting their core objectives.


Kingston Smith’s membership organisations group can help you with:


  • Governance and strategic planning advice
  • Tax planning advice
  • Financial and accounting support
  • Assurance services
  • HR issues
  • IT advisory services
  • Professional management services
  • Membership and IT outsourcing
  • Income streams and marketing advice
  • VAT & Duty planning
  • Employer services
  • Member recruitment and retention


MemberWise subscriber offer: Free financial reporting compliance 'health-check' (you may also wish to discuss areas such as VAT or mutual status for tax purposes).


Visit the KingstonSmith website...

Price Bailey
appreciates the unique challenges that membership and trade bodies face. When it comes to managing your accounts and finances, accuracy and the ability to make the best choices are both essential. After all, poor decision making and non-compliance could be problematic for public relations and lead to your members losing faith in your organisation.

Price Bailey’s specialist not for profit team ensure that you receive advice from experts in your field.

We are committed to providing high-quality and reliable guidance on subjects ranging from tax and VAT planning to charitable status applications.

In addition, we can also support you with the following:

- Governance structures, regional representation and committees
- Mutual trading tax exemption
- Internal controls audits
- Management accounts and statutory audits
- Benchmarking on key financial performance indicators
- Financial planning and investment management
- Strategic advice including guidance on diversifying income
- VAT and tax implications on membership income, online publications, conference, room hire and other common income streams
- Maximising VAT partial exemption recovery
- Risk registers and risk management
- Employment law, payroll and pensions – especially in respect if office holders, invigilators and examiners

MemberWise subscriber offer: Free initial VAT Review Meeting to identify where your membership organisation could reduce its VAT liabilities.

Visit Price Bailey’s Membership Organisations page for more details…