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 identify potential risks when creating a new staff or volunteering role
How and when to ask about a staff member or volunteer's criminal history
A comprehensive guide to different types of DBS checks
Different roles will require different checks. This page explores what checks you might need to run
How to request and process DBS checks
Guidance on what checks you need to complete for people working overseas
Guidance on additional information you need to consider when carrying out DBS checks for trustees
Steps you need to take to keep data safe once DBS checks have been carried out
Guidance on what to do if a staff member or volunteer has a criminal record
Find out about whistleblowing, and the policies your organisation should have in place.