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Content:
- What documents are included in a set of accounts and what they mean
- Understanding the technical terms
- The difference between the Statement of Financial Activities (SOFA) and the Balance Sheet and which information in each you should pay attention to.
- How entries impact on Cash Flow
- Reviewing if the charity has enough cash and other funds to meet day to day requirements
- The three conditions that must be fulfilled for income to be treated as income in the accounts
- The accounting treatment of Capital Expenditure and Depreciation
- The allocation of 'overheads' to other headings in the SOFA
- Restricted and Unrestricted Funds
- Understanding from the accounts what Funds the charity has available to distribute
- Key figures to look at when analysing accounts
- Notes to the accounts - what's in them
- The Audit Report - what wording to look for - and one exception that is acceptable
- The Trustees Report - what in particular you need to pay attention to
- VAT - the essential elements you should know
Training Format
The training will be very interactive and trustees and managers will be encouraged to ask questions so as to increase their understanding
We will assume that delegates have no knowledge of accounting.
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"Excellent"
Gill P., Harvest Help |
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"Very useful for my needs"
Angela R., UCT Trust |
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"Very competent, went at the right pace, pitched at the right level and covered relevant areas"
Jacqueline C., Brent CAB |
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"Well presented. Excellent content"
John M., John Martin Estates |
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"Very clear and understandable"
Irene M., Leprosy Mission |
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"Excellent"
Mike G., Xtreme Everest |
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"Very good, very clear and pitched at the right level"
Philippa O., Friends of the V&A |
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"Clear & Approachable"
Jamie C., Connection at St Martins |
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