Are you getting your year-end financial accounts right? 2025
- Tuesday 18th February 2025
- 10am to 1 pm
- In- Person at Maple Centre
If one of the reasons you have not been successful with grant applications is because your financial accounts are not painting an accurate picture – book on to this!
Are your final accounts in order? Do they reflect how well you are doing and include essential things you need?
What key issues do funders, potential supporters and beneficiaries look for in your accounts?
The training includes going through some essential elements you may need in your final accounts, such as a trustee annual report, key policies, fund accounting and important notes in the accounts.
Key themes include:
- Contractual and grant income explained. What are the differences between unrestricted, designated and restricted funds?
- Discuss keynotes to your accounts, such as executive pay disclosure, staff costs, fundraising costs and statement of funds.
- What a good trustee annual report should look like and how it should explain things that may not be evident in the accounts.
- Discussing reserve, financial risk & related party relationship policies
- What you should be discussing with your independent examiner or auditor
- Differences between charity accounts and company accounts (used by CICs) and what is required for external reporting when submitting final accounts.
- What potential funders and beneficiaries are looking for in your accounts?
The training is ideal for bookkeepers, finance managers or assistants and anyone who wants to understand what makes a robust set of final accounts.
The trainer – Dean Middleton is the finance manager at Hunts Forum. He has over 20 years experience of in accounting consultancy work in the voluntary sector and has worked in local government as a principal accountant and senior internal auditor.
Book here to secure your place.
