Bookkeeping for Treasurers Course

This course equips charity volunteers with essential skills for managing finances, bookkeeping, legal obligations, and reporting.

 

Being a treasurer is an essential and rewarding role, but it can be challenging without the right skills. Our Bookkeeping for Treasurers course is tailored for volunteers in charitable organisations who handle finances, offering a practical introduction to bookkeeping, legal obligations, and effective reporting for committees.

 

Who is this course for?

  • Volunteer Treasurers: Current treasurers in charities or non-profit organisations.

  • Aspiring Treasurers: Those considering a financial role within community organisations.

  • Committee Members: Anyone involved in financial decision-making who would like a better understanding of financial reports.

 

    1. Bookkeeping Essentials
      Master the basics of charity bookkeeping, including recording income and expenses, reconciling accounts, and keeping accurate records.

    2. Legal and Regulatory Requirements
      Learn about your specific legal obligations under UK charity law, including fund restrictions, data protection, and compliance.

    3. Budgeting, Cash Flow, and Financial Planning
      Discover how to develop and monitor budgets that align with your charity’s goals and gain insights into effective cash flow management.

    4. Financial Reporting and Communication
      Build confidence in presenting financial information clearly to your committee. Gain skills for producing financial summaries and annual reports that everyone can understand.

    • Hands-On Practice: Apply what you learn through exercises tailored to real-world charity situations.

    • Charity-Specific Knowledge: Focus on the financial requirements unique to charitable organisations.

    • Compliance Confidence: Ensure your charity meets legal obligations with up-to-date best practices.

    • Improved Communication: Make financial information accessible to your committee members.

    • Duration: 3 hours

    • Format: Interactive, with practical exercises and group activities

    • Location: Held in our training centre 1A The Old Malthouse, Grantham, NG31 7BG

    • Cost: Free for volunteers

Sign Up Today

Take the next step in your treasurer journey. Register now and gain the skills you need to support your charity with financial clarity and confidence.

Places are limited so reserve your spot today.


Contact Us

Have questions?

Reach out at info@3cats.org.uk or call 07906086299. We’re here to help you make a meaningful impact as a treasurer!