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The essentials of charity finance

This page is free to all
Are you a new trustee, a charity founder or an aspiring finance officer? If you need to make sense of accounts and reporting, or maybe just want a quick refresh on charity finance then this online training course is for you.

This content is now retired

Find out about your trainer, Jacqueline Williams.

View the course:

Course structure

  • ensuring financial compliance
  • key elements of accounting - practical example
  • from one accounting period to the next – practical example
  • accounting methods and scrutiny

Learning outcomes

By the end of the course you'll be able to:

  • better understand your financial responsibilities
  • record any type of transaction, fixed asset, salary or grant
  • depreciate fixed assets
  • prepare a receipts and payments account
  • understand how the accruals-based method works
  • determine if your organization needs an audit or an independent examination.

Taster: The essentials of charity finance (part one)

Taster: The essentials of charity finance (part two)

Taster: The essentials of charity finance (part three)

Taster: The essentials of charity finance (part four)


At the end of part 4 there is a practical exercise for you to complete which will test your understanding of charity finance. This will help you put your newly polished skills to the test. Answers are also provided.

About your trainer

Jacqueline Williams is the director and founder of AAA Consultancy Services Ltd, a company that provides strategic and management support to a range of business enterprises in the private, public and voluntary sectors. Jacqueline's main areas of expertise relate to the legal responsibilities of trustees and charities, governance theory and practice, and financial management.

Jacqueline has worked as a consultant/trainer through a number of umbrella organisations including the Directory of Social Change (DSC), Centre for Charity Effectiveness at Cass Business School, Charity’s Aid Foundation (CAF), and British Overseas NGOs for Development (BOND). She holds qualifications in law, finance and regulatory compliance.

Need more help?

If you would like to develop your charity finance skills beyond this course, please discuss further training opportunities with Jacqueline at

Page last edited Jul 21, 2021

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