Finance & Accounting

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

The Charity Commission logo

CC11: Trustee Expenses and Payments 

This guidance clarifies the law and good practice where trustee boards propose to make payments to one or more trustees. It discusses a charity employee becoming a trustee, and the charity employing a person or business connected with a trustee.
Free resourceTell us about the resource

The Charity Commission

CC12: Managing Financial Difficulties and Insolvency in Charities 

The aim of this guidance from the Charity Commission is to provide advice to charity trustees, outlining steps that can lessen the risks of insolvency, and describing their legal position. 
Free resourceTell us about the resource

The Charity Commission logo

CC15b: Charity Reporting and Accounting: The Essentials 

This guidance from the Charity Commission is aimed primarily at charity trustees and sets out what charities are required to do in terms of preparing Annual Reports, accounts, and Annual Returns. It also signposts to other helpful information. 
Free resourceTell us about the resource

The Charity Commission logo

CC25: Charity Finance: Trustee Essentials

This guidance introduces trustees to the basics of managing their charity’s assets and resources. Each section covers a specific aspect of financial and resource management and can be used as a checklist to inform discussions, identify risks and build plans.
Free resourceTell us about the resource

The Charity Commission logo

CC19: Charities and Reserves 

This Charity Commission guidance explains what is meant by the term 'reserves' the trustees' responsibility to consider whether their charity needs reserves, and what to bear in mind when developing a policy on reserves. 
Free resourceTell us about the resource

The Charity Commission logo

CC8: Internal Financial Controls for Charities 

This guidance from the Charity Commission sets out the basic internal financial controls for trustees. It does not aim to be an exhaustive list of controls as not all controls will be applicable for every type of charity.  
Free resourceTell us about the resource

The Charity Commission logo

Strategy for Dealing with Fraud and Financial Crime and Abuse of the Charity Sector

Sound financial management is important in determining people's trust and confidence in charities.This guide describes the Charity Commission's role and approach in dealing with charity-related fraud, financial crime and financial abuse issues. 
Free resourceTell us about the resource

Foundation for Social Improvement logo

Charity Reserves 

This tool kit produced by the Foundation for Social Improvement (FSI) takes you on a journey to understand the process you need to go through in order to develop your Reserves Policy. 
Free resourceTell us about the resource

NCVO logo

Brief Guide to Loan Finance for Trustees 

Trustees are responsible for the financial stability of their organisations which involves an awareness of funding and financing sources available. This guide is for trustees considering loan finance or who want to be better informed. 
Free resourceTell us about the resource

NCVO logo

Investing Responsibly 

Making decisions on how to invest the organisation's assets is a big responsibly. NCVO has published this toolkit to help trustees with this decision by providing a guide on how to devise and implement Responsible Investment strategies.   
Free resourceTell us about the resource

Governance Hub logo

Funding and Costing Workforce and Governance Development 

Workforce and governance development form the base of any voluntary organisation. This resource aims to help you understand the costing and funding implications of this so you are able to plan, budget, cost and fundraise around these areas. 
Free resourceTell us about the resource


Services image Useful Services

Association of Charity Independent Examiners logo

Find a local Independent Examiner 

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