Charity Finance and Bookkeeping Training Course

Managing money well is essential for the sustainability, credibility, and success of any charity or community organisation. This practical session introduces the key financial responsibilities charities face and explores straightforward ways to manage finances safely, clearly, and in line with legal requirements.

What the session covers:

• Understanding basic financial responsibilities, reporting requirements, and who charity accounts need to be provided to

• The importance of keeping clear and accurate accounting records—and how they support transparency, control, and trust

• Different types of charity accounts, including receipts & payments and accruals, and when each is appropriate

• Understanding financial statements such as income & expenditure reports and balance sheets

• Safe and practical bookkeeping methods, including double‑entry bookkeeping explained in plain English

• Managing restricted and unrestricted funds correctly

• Handling cash safely, including petty cash systems, audit trails, and expense controls

• Good financial safeguards, checks, and balances—including trustee oversight, bank reconciliation, and fraud prevention

Who is it for?

Ideal for trustees, treasurers, staff, volunteers, and committee members of new or smaller charities, community groups, CICs, and voluntary organisations.

Especially useful for anyone with financial responsibility who does not have a finance background but wants to feel more confident and informed.

Why attend?

Strong financial management protects your organisation, builds funder confidence, and ensures money is used as intended.

For directions on how to find us and parking information, please follow this link: Visiting MVDA: Directions & Parking.

For more information about this training please contact us on: Tel: 01642 249300 Email: [email protected]

Know what’s Happening Next — before everyone else does.

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Host or Publisher Middlesbrough Voluntary Development Agency