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Finance

Community Accounting - template resources

Community Accounting Plus (CA Plus) is based in Nottingham, but has very useful free resources on its website with free templates to help you with Accounts, Bookkeeping, Budgeting, Business and Financial Planning, and Payroll

Find the CA Plus resources here: https://www.caplus.org.uk/resources

Other general guides to particular finance issues and responsibilities:

CHARITY FINANCE GROUP

CFG’s Small Charities Programme provides free downloadable resources and webinar, aimed at supporting small charities manage their finances more effectively, enabling them to deliver better services to current and future beneficiaries.

Resources, practical tools and templates cover different finance related topics such as:

  • Pensions Rules for small charities
  • Budgets, Management Accounts and Cash Flow Forecasting
  • How to Preparing your Annual Reports
  • Legal & Financial Responsibilities of Employing Staff
  • Bank Accounts, Record Keeping, Risk & Outsourcing
  • Gift Aid & how to claim it

​Visit website

ACCOUNTING TEMPLATES FOR CHARITABLE COMPANIES

The Charity Commission, in partnership with Companies House, has produced accounts templates for charitable companies with an income of under £500,000.  The templates aim to help companies submit the right information and help them to save time.