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
Our Service Directory connect members with specialists who can save our members time and money. Each specialist has experience working with charities and voluntary organisations.
Learn about what divestment is and the aims and impacts of divesting from fossil fuels
Access our guidance to help you decide if you should set up a new charity, voluntary organisation or community group
What you need to consider when choosing your legal structure and the main characteristics of different legal structures
Find out what charity status is and if you need to register as a charity
Find out about social enterprises and their associated legal structures
Find out what information should be included in your charity's governing document
Understand your core legal responsibilities to your employees
A short summary of your general legal obligations to paid members of staff
A quick introduction to employment law on the conditions of employment