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
Basic guidance and top tips and tricks for finding grants
Find out about the different organisations that can help you
Guidance to help you think about your funding and income planning
Find out what delivering public services means and if you can get funding from public sector organisations
Learn more about the commissioning cycle
Learn about charity trading, the different types and when to set up a trading subsidiary.
Learn what charity trading is and the different types.
Learn how different types of charity trading are treated for tax.
When do charities need to consider VAT and what are the exemptions?