Accounts & Finance

  • This is an image. It says: guide.
  • This is an image. It says: template.
  • This is an image. It says: tools.
  • This is an image. It says: useful services.
  • This is an image. It says: useful websites.


Guides icon image  Guides

Auto-enrolment for Small Charities

The Charity Finance Group have produced this helpful guide in collaboration with Premier Pensions to help small charities get to grips with new government regulations on workplace pension schemes.
Tell us about this resource

Charity Commission lggo

Money and Accounts

Charity Commission hosts a series of essential guides to help you manage your charity's money and accounts. They include preparing charity accounts, setting a reserves policy, investments and more.
Free resourceTell us about this resource

HMRC

Tax Guidance For Charities

HMRC produce specialist charity Tax, Gift Aid and VAT guidance to help your charity pay the right tax and claim the reliefs it's entitled to. 
Free resourceTell us about the resource 

CFG

Banking for Charities

The Charity Finance Group in collaboration with the British Bankers' Association have produced a Banking for Charities guide aimed at those who manage the financial affairs of a charity. It is free to download. 
Free resourceTell us about this resource

Sayer Vincent

SORP 2015

This guide explains the changes made to SORP 2015, and how small charities will be affected. SORP, a Statement of Recommended Practice, provides a comprehensive framework for charity accounting and reporting.
Free resourceTell us about this resource

Charity Commission logo

Charities SORP - Application Guidance for Charity Accounting

The Charity Commission and Office of the Scottish Charity Regulator have launched a new website explaining how to choose the correct SORP for your charity, and tailor your SORP to reflect your charity's structure and activities.
Free resourceTell us about this resource

Charity Commission logo

SORP 2015 Help-Sheet

This help-sheet explains the differences between the Charities SORP for the Financial Standard for Smaller Entities – FRSSE, and the Charities SORP for the Financial Reporting Standard applicable in the UK and Republic of Ireland - FRS 102 SORP.
Free resource Tell us about this resource 

CFG

Charity Fraud Guide

The Charity Finance Group and partners have produced a Charity Fraud guide for small charities. It is based on good practice guidance from the Charity Commission, Fraud Advisory Panel and National Fraud Authority. Contact us for hard copies. 
Free resourceCharity Fraud Guide

Sayer Vincent

Employee and Volunteer Taxation Made Simple

This guide provides employers with helpful advice on taxation of their employees and volunteers. It covers a variety of topics including employee benefits and expenses, termination payments and national insurance contributions. 
Free resourceTell us about the resource  

Sayer Vincent logo

Tax Effective Giving Made Simple

This guide outlines the opportunities for both individuals and companies to make tax effective donations to charity and incorporates the VAT implications of some of these forms of giving.
Free resourceTell us about the resource  

CFG logo

The Pension Maze

CFG has produced a guide to help charities understand the complex world of pensions. Topics include auto-enrolment and the next steps charities need to take, as well as explaining recent pension reforms.
Free resourceTell us about the resource   

Buzzacott Logo

Buzzacott’s Pensions Auto-enrolment Guide

Buzzacott is offering assistance in understanding and applying auto-enrolment through the launch of a new Pensions Auto-enrolment guide found here.
Free resourceTell us about the resource   

HMRC logo

VAT For Charities

This notice explains what a charity is, how VAT affects charities, how a charity’s income is treated for VAT purposes, and what VAT reliefs a charity can obtain on its purchases whether or not it is registered for VAT.
Free resourceTell us about the resource

 

CFG logo

Making it Count

Strong financial management is not only a legal governance requirement; it is also vital to attracting funds and maximising a charity’s impact. Making It Count is a report on financial management of charities produced by SCC and CFG. 
Free resourceTell us about this resource

What Trustees Need to Know About Finances

This briefing paper aims to help trustees become more confident at making key decisions regarding their charities finances. It examines major sector trends and gives top tips for questions trustees should be asking.  
Free resourceTell us about this resource


Tools image  Tools

OSCR logo

Receipts and Payments accounts

Guides and templates for small charities that do not need to prepare accrual  accounts. Particularly useful if your charity does not have the resources to employ the services of a professional accountant to prepare annual accounts. 
Free resourceTell us about this resource 

Charity Commission logo

Authorise a Charity Advisor to Submit Accounts

This tool, provided by the Charity Commission, allows charities with an income over £25,000 and CIOs to authorise a 'trusted third party' to submit their accounts on behalf of the charity.
Free resourceTell us about this resource  


Services image  Useful Services

ACIE

Find a Local Independent Examiner 

ACIE has a tool that helps you find local independent examiners (click the map on the right hand side). Their website also lists useful accountancy resources and up-to-date news articles. 
Free resourceTell us about this resource

The Community Accountancy Network

Charity Finance Management Support

The Community Accounting Network (part of CFG) community accountants provide smaller charities with help and support to manage their finances – everything from payroll to bookkeeping, from financial planning to annual accounts. 
Free resourceTell us about this resource 

Cranfield Trust

Free Management Consultancy 

Cranfield Trust provides a free management consultancy service focused on financial management, strategic development, marketing and HR advice. The support is well-structured and generally lasts 3-5 months. 
Free resourceTell us about this resource 

ESA logo

Eric Southwick & Co, Independent Examination

Bookkeeping, payroll & other accountancy & advice services offered to small charities across the UK to assist them with a well-qualified and experienced team providing a personal & professional service.
 Tell us about this resource

Liberty Accounts Logo

Liberty Accounts for Charities

Online financial solution including integrated: bookkeeping; funds and activities; payroll/P11D; donor ledger and Gift Aid. Produce your SoFA with the click of a button. Suitable for small to medium sized charities.
 Tell us about this resource

HMRC

HMRC Helpline

A dedicated telephone helpline to assist with a range of charity specialist issues and questions. It may take a while to get through – so be patient – but once you do, they are very helpful. 
Free resourceTell us about this resource 


Websites image  Useful Websites

DSC logo

Charity Training Courses and Publications 

DSC offers a range of publications and training opportunities designed specifically for charities. Topics include good financial management, effective cost saving measures and improving your financial understanding and reporting. 
Paid resource Tell us about this resource

Fraud Advisory Panel

Fraud and Charities

The Fraud Advisory Panel provides advice and guidance for charities and donors on how to prevent, detect and respond to fraud. It also provides links to organisations that can help with specific issues.
Free resourceTell us about this resource 

VolResource

Finance Resources

VolResource is a portal bringing together a wide range of links to relevant finance-related resources online.alongside tips on key issues in the field.
Free resourceTell us about this resource

Know-How Non-Profit

Financial Management Guides

Know-How Non-Profit hosts a range of free resources on finance & accounting topics, as well as 'how to' guides written and rated by users. They also produce cheap e-learning units and a collaborative learning space. 
Some costs involvedTell us about this resource