Case Studies

Charities and Not-for-Profit

Case study: Assisi Catholic Trust


We have worked with the Assisi Catholic Trust for three years as auditors and specialist advisers.

Our team provide a personalised and tailored service covering audit and compliance and business support. Both teams work closely to support the Multi Academy Trust with the day to day challenge of overseeing each schools daily operations, whilst maintaining the financial processes and routines of the MAT effectively.

Our Education Team work hard to keep up to date with factors affecting the sector and to ensure we keep abreast of the many periodic changes imposed on schools by the DfE. We ensure that all members of our Education team are provided with specific academies training at the beginning of each audit season to cover both understanding of the sector generally and the latest updates to the Accounts Direction and Academies Trust Handbook.

We take pride in aligning our values with those of our clients, and it’s a pleasure working with the trust, who aim to provide the children in its care with the best possible education within a caring and supportive Catholic ethos.

"I would recommend Rickard Luckin without reservation, the audit team are approachable and helpful and make the whole audit process very smooth and are available throughout the year for guidance should issues arise. The whole team are very professional and are a pleasure to work with.

The business support side is invaluable in helping with any accounts queries that fall outside of the audit team and providing training for finance staff."

- Michelle Westpfel, Chief Financial Officer

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