A Community First Yorkshire event

Community Finance Network – What your accountant needs from you at the end of the year

Blue money box on a table

What your accountant needs from you at the end of the year  

Join us as at this Community Finance Network meeting where we will look at preparing you for the year end.

What will you learn?

As a charity you are required to prepare accounts that are compliant with the charity SORP and, if you are a company, your accounts must be compliant with Companies Act legislation.

This lunchtime session is designed to help you get ready for the production of your organisation’s annual accounts and make sure you have the right information available for your accountant or independent examiner – potentially saving you both money and stress!

To provide invaluable specialist information and advice, we will be joined by Rhys North, an experienced Community Accountant from WYCAS.

During the session, we will cover: 

– When you need to start planning
– What information you need to have available
– What you should include in the Trustees Report
– An explanation of annual accounting terminology e.g. related party transactions.

The session will also review a sample of accounts to allow you to understand the key issues you should be looking for when reviewing your accounts.

Is it for you? 

This session is aimed at staff who are responsible for preparing annual accounts or who have responsibility for liaising with accountants or independent examiners.

Who should attend?

This is a network meeting for both new and experienced treasurers and finance officers of voluntary, community and social enterprise sector organisations across North Yorkshire.

Please note this training is aimed at voluntary, community and social enterprise (VCSE) organisations and groups based in North Yorkshire or delivering services within North Yorkshire. 

What's included?

All attendees will receive a copy of the presentation and notes from the session.

About the trainers

Andy Shield and Hilary Aston are development officers with Community First Yorkshire working with volunteer and community organisations across North Yorkshire.

Rhys North is a community accountant with WYCAS.

Cost and concessions


Booking details

Please note that this is a virtual network meeting, which will be held via Zoom.

Bookings deadline: 8 April (midday)

Please register to attend by clicking here.

Contact details

Booking queries contact
Email: communitysupport@communityfirstyorkshire.org.uk