The basic principles of bookkeeping are the same for charities as for other organisations, you just need to be aware of the slightly different emphasis and the need to keep restricted funds separate.
Guidance around planning your finances and setting up budgets
Guidance on creating a financial strategy and what you need to include
A pre-built spreadsheet that calculates your income percentages when you input your current funding and future targets
How to create budgets, cashflow forecasts and understanding the cashflow process
Learn about what budgets and cashflow forecasts are and how to write a budget
Learn about who to involve in writing your budget, how to assess it and dealing with uncertainty
Learn about how to build a cashflow forecast and how the cashflow process works
Guidance on budgeting for projects and recovering costs
Learn about direct costs and support costs for single and multiple projects
How to run volunteer recruitment and where to find the volunteers you need
Important things to consider when creating a new volunteer role
Advertise your role and attract the right volunteers
Make sure your application and interview processes are accessible and fair
Carry out the appropriate checks and let volunteers know if they've been successful
How volunteering affects volunteers who claim benefits and how you can support them
The rules about volunteers from overseas, including who can and can’t volunteer and what the restrictions are
How to write a volunteer agreement without creating an employment contract
What to include in volunteer induction training to help new volunteers get started
How to support, supervise and get feedback from volunteers to improve their experience