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
Guidance to help you communicate change and consult stakeholders
Guidance to help you support staff and volunteers through change
Guidance to help you understand and manage resistance to change
Guidance to help you embed and evaluate change
Five key steps to follow when restructuring a charity or voluntary organisation
What to do if you’re planning to make less than 20 employees redundant
Guidance for charities and their legal obligations
Sources of legal advice and assistance for charities, voluntary organisations and social enterprises.
This document contains a list of legal aspects that need to be covered by most voluntary organisations.