Information about

Introduction to Annual Accounts and IEs for Small Charities

The Small Charity Finance Foundations Programme from Embrace Finance is now bookable as standalone sessions, by popular demand.

These succinct, short sessions are perfect for busy folks in small charities with an annual income up to £500k pa. However, folks from larger charities may also find them a useful refresher.  And whatever your role, if you want to get your head round how the day to day finances fit together in a small charity, you are welcome.

We will explore when we need to prepare receipts and payments accounts and when we need to prepare accruals accounts - and the main differences between the two. We will introduce the Charities SORP and some very useful Charity Commission templates and we’ll also discuss what to look for when selecting an independent examiner. Perfect for those looking to gain a solid understanding of year-end financial reporting.

What we'll cover:

  • The difference between receipts and payments accounts and accruals accounts
  • An introduction to Charity SORP and the Charity Commission templates
  • Key considerations when choosing an independent examiner
  • Top tips and common pitfalls to avoid

What to expect:

  • 60 minutes of clear content
  • Time to connect
  • Time for Q and A
  • A relaxed environment
  • Small charity expertise

What do I get?

  • Engaging slide decks
  • Example templates
  • Worksheets
  • A supportive community
  • Small charity content

This course is part of a series - for more information about other courses in the programme, visit the Embrace Finance website.