Funding Advisory Hub

Bishop Fleming Funding Advisory Service

Our Funding Advisory Hub, curates insights and expertise together in one place, to assist your company in raising finance.

What sets David apart?

David is a very experienced audit and assurance partner who specialises in both owner managed businesses and not for profits.

He has a track record of providing relevant and pragmatic advice to his clients not only on compliance matters but also in strategic planning and decision making.

David heads up Bishop Fleming‘s charity and not for profit team, setting its strategic direction and working closely with clients to ensure that the service provided is relevant to their needs. David has worked with charities for nearly 15 years and across a wide range of sectors, including independent schools. He is a regular speaker at charity events and writes articles on sector issues.

David is also one of the firms Academy School partners, and is the author of the Kreston Academy Benchmarking report.

David's service expertise

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  • Leading audit assignments for a portfolio of owner managed business clients, and working with clients in a personable and pragmatic manner
  • Dealing with issues arising in family business, including succession, profit extraction and governance
  • Dealing with the technical and financial reporting issues of charity clients
  • Providing assurance and guidance to charity trustees through the audit process and strategic advice

David's sector expertise

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  • Auditing and advising charities on their risk management, governance and control environment
  • Providing assurance through insightful analysis of financial metrics
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  • Auditing and advising academy schools, from small single unit academies up to large MAT groups
  • Using benchmark data to provide guidance to leadership teams and trustees to help them improve financial management

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