Support for managing budgets and accounts

All organisations need a strong financial base.

Good money management is essential, particularly when you apply for funding. Our resources can help you manage your money from budgeting tips and looking after your accounts to getting funding ready.

Have a question or can’t find what you are looking for? Contact us on  or 01904 704177.

Money Management

Managing a charity’s finances (CC12) – This is Charity Commission’s advice for charities that are facing financial difficulties and how charities can reduce the risk of insolvency.

Charity reporting and accounting: the essentials November 2016 (CC15d) – Charity Commission’s guidance on what trustees need to do when preparing trustees’ annual reports, accounts and annual returns for accounting periods beginning on or after 1 November 2016.

Charity reserves: building resilience (CC19) –  This Charity Commission’s guidance will help you find out what charity reserves are and how to develop and report on a charity’s reserves policy.

Charities and risk management (CC26) – Find out how trustees can identify, assess and manage risks to their charity with this guidance by the Charity Commission.

VCSEs: A guide to working with government – The Department for Digital, Culture, Media & Sport Guide has published this guide for VCSE organisations on how to bid and win contracts with the government.

NCVO Funding and Income – find practical tips and step-by-step guides on how to find the money you need for your community group, organisation or charity.

Bates Wells – Crisis Decision Tool – a useful planning tool to use in a crisis.

School for Social Entrepreneurs – Recover & Rebuild cashflow in a crisis – a Covid-19 related 40 min Youtube video on cash flow, recovery and rebuilding.

GOV.UK – guidance about coronavirus related financial difficulties for charities.

NCVO – Financial difficulty and insolvency – a useful guide on what to think about if your organisation is in serious financial difficulty.

GOV.UK – Charity money, tax and accounts – this will take you to a list of contents on for charity money, tax and accounts.

NCVO – Fundraising, finances, and the future – four-in-one training pack, this will take you to a list of useful charges for courses.

CFG – The small charities guide to preventing fraud – this simple guide and checklist will help you keep your organisation safe.

Making Tax DigitalCharity Digital – take your first step to becoming HMRC compliant – this resource is quite technical but very useful.

Other training providers

West Yorkshire Accounting Service (WYCAS) –  range of finance based training, templates and resources for charities.

theFSI – webinars.

Tyro Training – computerised accounting, budgeting, finance for non-finance managers.

NCVO – training videos and resources on sustainable funding, preparing project budgets, fundraising, finances, and funding bids.

Directory of Social Change –  online training on understanding finance.