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
Guide to welcoming and training new volunteers
How to provide ongoing support to your volunteers and manage any concerns.
Recognising safeguarding opportunities and risks when a volunteering relationship ends
How to manage safeguarding risks at an operational level
Understanding your safeguarding responsibilities when managing budgets, security and staff safety
How to make sure your organisation is managing data safely and securely
Find out about starting and checking due diligence when working with others
Find more safeguarding resources that may be useful in your role
How human resources can play a leading role in safeguarding
Ensuring good safeguarding practice from interview to exit