The difference between audits and independent examinations and how to prepare for both
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
Familiarise yourself with the early signs of mental health problems and learn how to create a supportive working environment
How to support your own mental health and wellbeing at work or while volunteering
Learn how to recognise if you’re experiencing a mental health problem and where to go for help
Understand your responsibilities around flexible working and learn how to build a flexible working culture
Learn about your responsibilities when handling matters of misconduct
How to handle grievances in your organisation
What to do in the event of whistleblowing at your organisation
Guidance on your responsibilities when you end an employee’s contract, or when staff resign or retire
A guide to help your charity or voluntary organisation navigate and implement change
Guidance to help you develop change management plans