Finance, Admin

Start date


End date



The workshop will provide a basic introduction to bookkeeping and financial procedures. It will be very hands on with each participant working on a case study to prepare their own set of accounts throughout the day. If you want to learn how to prepare the accounts of your charity and be more proficient in recording income and expenditure, book onto this workshop.

We have been training charity staff and individuals in bookkeeping for over 10 years to equip them with the necessary skills to be able to do their job better. You will get a lot out of the day and have the opportunity to contact us if you have further questions about how to implement what you have learnt.

Course Features

  • Courses are practical using accounting software, excel and the information from a typical small charity case study.
  • We run small classes to ensure extensive individual attention is available throughout the course and you will be encouraged to ask questions.
  • Course materials provided – printed handouts for each topic, questions and answers.
  • We offer personalised content - we will custom design your course to meet your exact requirements if you require the course to be run inhouse.
  • FREE ongoing support - each delegate receives unlimited email and telephone support from their trainer after they have attended a workshop for up to 3 months whilst you are implementing what you have learned we will be there to help you if you need us. . In addition as a special offer 2 hours FREE Focused business improvement consultations worth £200.


£275 (Charity/Non Profit rate) £300 (Other delegate rate)


  • Workshop Sessions are 6 hours long 10am to 4.30pm


  • Start Dates in 18th Nov 2019, 2nd Dec 2019

What you will learn

By the end of the workshop delegates will :

  • Have some knowledge of basic financial systems.
  • Be able to maintain a basic set of books on excel or an accounting system
  • Know the basic good financial procedures relevant to their organisation.
  • Be able to prepare a basic set of Income and expenditure accounts and cashflow.
  • Understand what an invoice is how to create one
  • How to record income and receipts
  • The difference between profit and cash.
  • Have the confidence to prepare the monthly accounts at their organisation


Workshop Content

Recording income and expenditure and petty cash transactions

Working with customers and suppliers

Allocating grants to projects

Financial governance procedures that fit with these such as cheque signatories, separation of duties, invoicing procedures, cash income, paying cash expenditure the pitfalls.

Wages and salaries processing

Pensions processing

Essential management reports to produce

Dealing with accruals and prepayments

Bank reconciliations

Preparation of a basic set of Income and Expenditure accounts and cashflow.

Brief note on SORP accounting rules


Action plan: participants input a case study charity financial information onto the accounting system

What you require

Who should attend the workshop?

Anyone responsible for  the administration or preparation of the finances within a charity or not for profit or community group and needs to understand the basics of how to prepare the accounts on a monthly basis

you need to be working in a charity or community group responsible for the finances or looking for a job in charity finance

Must be able to use MS Excel



Wellesley House, Greater London, IG1 4NH

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