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
Guidance around when a charity or voluntary organisation needs a bank account, and how to choose one and set it up.
Find out about some of the areas to consider when managing financial difficulties and insolvency
Learn about how to work though helping your organisation manage financial uncertainty
Learn more about your organisation's financial position and understanding the timings of financial challenges
Learn more about what insolvency means and how cashflow forecasting can help
Guidance on taking control of your situation, adopting a people-centred approach and seeking professional advice
Learn about what support is available for managing energy costs and being energy efficient
Learn about the key stages of collaboration and what they mean for your organisation
Collaborative working, also known as joint or partnership working, covers a variety of ways that two or more organisations can work together
Decide whether collaboration will help you achieve your aims by learning about the potential benefits and risks