Not for Profit

  • Adam Halsey

    Partner, Head of Faith Charities

    Adam specialises exclusively in charities and not for profit organisations and works with a variety of schools and religious charities.

    He mainly works in statutory audit and accountancy, but also advises clients on internal audit training and outsourcing, financial systems reviews, recruitment of key financial personnel, new SORP implementation and advice on policy setting. Adam is part of our Forensic Services team specialising in forensic accounting, fraud investigations and the production of expert and advisory reports in connection with non-litigious matters.

    Adam joined haysmacintyre in 2001 from Deloitte & Touche where he spent two years in the Corporate Finance department. Before this, he trained and qualified at KPMG where he worked mainly with large well-known charities. He also spent nine months working in KPMG's forensic accounting department.

  • Murtaza Jessa

    Partner, Head of Charities

    After qualifying as a Chartered Accountant in 1986, Murtaza joined KPMG in London where, in addition to carrying out audit and special assignments such as mergers, management buyouts and due diligence, he was in charge of the tax work in the department. In 1990, Murtaza left KPMG to start Trustient. Under his leadership, Trustient gained an excellent reputation for auditing and advising clients in the not for profit sector. In 2006, Trustient merged with haysmacintyre and Murtaza became one of our partners.

    As well as external and internal auditing, Murtaza has been involved in all aspects of advising charities including Charity Commission review visits, advice on mergers, structure and set up of trading subsidiaries, trustee training, risk assessment, business plan facilitation, set up of affiliated overseas charities, overseas branch offices, donor audits and advice on internal controls. 

    Murtaza heads up our general Charities sector team. His portfolio consists of a wide range of charities and not for profit organisations including grant making charities, medical research charities, law centres and citizen advice bureaus, environmental, disability, conflict resolution and human rights charities, charities working internationally, membership organisations, lobbying organisations, social enterprises, and training and educational bodies. He also holds the Diploma in Charity Accounting.

    During his career, Murtaza has held the following positions:

    1999 - 2004: Treasurer of the Institute for War and Peace Reporting, a charity based in London with more than 20 field offices and affiliated charities in USA and South Africa.

    2006 - 2014: One of the founding trustees of Health, Education and Resources for Tomorrow (HEART), working with young children in Africa and India providing grants for schooling and welfare to needy families.

    2008 - 2014: Trustee and Treasurer of Small Charities Coalition, a membership charity, whose aims are to assist small charities by matching skills with other charities.  

    Murtaza is a regular contributor to charity publications and speaks at sector conferences. He uses much of his spare time working for voluntary organisations and socialising.

  • Kathryn Moran

    Partner, Head of Outsourcing

    Kathryn has over 20 years of experience assisting owner managed businesses, UK subsidiaries of international groups and inward investment businesses. Her approach to working with people is collaborative and she takes a keen interest in what business people do and why they do it. She is acknowledged by her clients for being highly responsive in providing services to match their needs.

    Her specialist skills are in outsourcing, online accounting, project management, strategic advice and financial reporting. She also heads our Outsourced Accountancy Services department.

    Kathryn believes that all businesses, regardless of size, should have access to accurate, useful and timely financial information and is interested in using technology to automate accounting processes to deliver this financial information as efficiently as possible. She considers that the delivery of this information is just the start of our service to clients.

    She also recognises that technology now allows greater collaboration with clients; flexibility in terms of who does what and the opportunity to provide timely advice to help clients succeed.

    The following are examples of outsourcing services and project management assignments that Kathryn has successfully delivered:

    • Accounting records and monthly/quarterly management accounts 
    • Dashboard reporting, including key performance indicators 
    • Treasury services 
    • Statutory financial statements and supporting working paper files for audit, where relevant 
    • Co-ordination of the audit process where a Big 4 Firm is engaged by the client locally
    • Preparation of the financial statements of a group of over 50 companies (including consolidated accounts), for audit by a Big 4 Firm 
    • Project management of secondments of staff to FTSE 100 companies 

    Kathryn's strategic advice includes:

    • Consultancy assignments to review systems, processes, efficiency gains, resourcing, profitability levels, potential acquisitions, business planning, and succession issues 
    • Business modelling and forecasting 
    • Acting as a sounding board for clients on commercial issues 
    • Co-ordinating the provision of tax planning and advice for her clients 

    Kathryn has been a registered Auditor for over 15 years. Her experience encompasses UK GAAP and IFRS financial reporting. She also has great experience in the following sectors: creative, media and technology, including retail; Information Technology; PR and creative agencies; property (including property investment and development); hospitality and professional services.

  • Linn-Marita Ogden

    Company Secretarial Director

    Linn-Marita was appointed Director of the haysmacintyre Company Secretarial department in November 2014 after joining haysmacintyre as a manager in 2011.

    Linn-Marita works with clients in both the corporate and not for profit sectors. She deals with matters ranging from routine annual compliance services to more specialised projects such as corporate reorganisations, as well as providing board support and general advice to company Directors.

    Linn-Marita is an active member of the Chartered Secretaries Professional Practice Group and regularly attends industry and networking events. Her proactive approach ensures all company secretarial team members are kept fully up to date with changes in legislation and corporate governance.

    Outside of work Linn-Marita’s interests include food, health and nutrition. Having grown up in rural Norway she also loves the outdoors and her holidays are often spent hiking in the mountains.

  • Ray Pierce

    Director

    Ray has spent all his professional life, some 40 years, in private practice starting in a five partner practice, before he joined haysmacintyre.

    His clients range from sole traders and partnerships to small and medium sized companies, and he is involved with all aspects of their audit, accountancy and taxation affairs. Ray also has extensive experience of the not for profit sector including charities and clubs.

    The service Ray provides is very hands-on and he has strong relationships with his clients.

    Ray has two grown up daughters which enables him and his wife to take even more city breaks. He also enjoys visiting historic houses and the English countryside.