Easy Accounts Training for Charities

We are taking names for our next set of workshops to be held later in the year. If you would like us to add your name to the list visit our ‘Training Workshops’ page to let us know your requirements or  email us  at 


If you would like to improve your knowledge and understanding of voluntary and community organisation finances and be able to easily produce accurate financial records, these workshops are ideal for you.

The workshops range from basic bookkeeping to reading charity accounts and are suitable for all trustees, volunteers and anyone responsible for charity accounts.

Each workshop can be taken separately but when put together will give delegates a thorough grounding on what to expect when dealing with charity accounts.  The format is informal with the chance to practice new skills in a safe environment, catering for both beginners and experienced treasurers and charity staff.

Our training programme is delivered by a Chartered Certified accountant with a wealth of experience in charitable accounts and bookkeeping.



To be advised

How to Book:

Email: (accounts null@null cornwall NULL.cas

Times: All workshops will last for 2.5hours.  However we will run over if need be to help complete practical case studies.
Cost:The cost of each workshop £25 per person.  Bursaries may be available for volunteers.  You need to make payment at the time of booking to secure your place

Basic Excel – 

This workshop had been provided by popular demand.  MSExcel is now commonly used by a lot of charities to prepare financial information and statistics.  In addition, the tools given in our toolkit use standard MSExcel models.  So if you need an introduction to get you started this is for you.

Basic Bookkeeping – 

Have you just taken on the role of treasurer for your favourite cause?  Not sure what to do or how to make sure that you are doing it right?

This course will look at the basic needs of accounting for charities.  Incorporating basic cashbooks with bank reconciliations which can be used for simple analysis and progress reports at committee meetings.  We will also consider accounting packages and how they work including a brief explanation of double entry book keeping.

Financial Controls – 

What are internal  controls?  How do you ensure that you have internal controls?  What is reasonable for a charity of your size?

We all know that anyone dealing with finances needs to be open to scrutiny.  But with a small charity do you really need all those checks and balances?  The Charity Commission checklist for financial control is 8 pages long.

Learn about what is expected from charities to ensure that their organisations are protected from risks in financial transactions.  Hear from an experienced professional about what is considered reasonable and in what kind of situation.

Management Accounts and their Uses –

Here I intend to look at what kind of information you need to give in regular reports to a management committee.  Exploring the different kinds of information requirements and how you can meet those. For example:  running costs,  function profits, collection tin locations and returns.

This will include a brief introduction to costing analysis for project reports and will also refer to budgets and forecasts if applicable.

We will also cover the link between management accounts and statutory accounts.

Cashflow; Budgeting and forecasting – 

In the current economic climate it is important to know how you are doing on a regular basis.  Are you aware of how your activities affect your cash flows over a period of time.  Key to doing this is ensuring that you can prepare an accurate budget and up to date forecast of your activities.

This is an introduction to the practicalities of preparing budgets and forecasts, how they can change over time and the importance of regular review and update of information.  We will also incorporate the Charity Commission guidance CC12 on managing financial difficulties and insolvencies in charities

Statutory accounts requirements and preparation – 

A review of the Charities SORP plus companies act requirements for charities giving the formats for presentation of accounts plus the requirement for having these independently examined or audited.  The aim is to provide users with a simple form of accounts that complies with all the requirements but is easy enough to use and understand without needing finance professionals.

Taxes and Trading –

Many charities undertake various activities to raise funds.  This course explores those areas that are considered trading for both VAT and Corporation tax purposes and what you need to do to make sure you comply with the relevant legislation.

Reading Charity Accounts- 

What you need to know about charity accounts from a layman’s perspective.  How do you know how this charity is doing?  Including what you should look for and what questions you could ask on reading an income and expenditure account and balance sheet.