Preparing charity accounts

We are auditors and advisers to charities and social purpose organisations.Our objective is to play a positive role in developing and maintaining a strong and resilient charity and social purpose sector. The sector is wide and varied. It includes health & social care charities, international aid organisations, think tanks, membership bodies, theatres, museums and more besides. The one aspect that unites them is that they all play a role delivering social impact. Supporting them to do that is what motivates each and every member of the SV team.We deliver this objective through our services, as well as through the time and resources we invest back into the sector .

Sayer Vincent

A 1-day workshop giving an overview of charity accounting; the key stages in drafting a set of accounts and tips to prepare for your audit.

National Council For Voluntary Organisations

<h2><strong><strong>This one-day workshop aims to provide participants with an overview of charity accounting, the key stages in drafting a set of year-end accounts and tips on how to prepare for the audit.</strong></strong></h2><p><br></p><h3>The workshop is designed for finance staff who may be new to an organisation or the sector, or those who need a refresher. The workshop will include an opportunity for questions as well as case studies and practical exercises.</h3><p><br></p>

<h2>I﻿MPORTANT INFORMATION - PLEASE READ:</h2><ul><li>T﻿his event is specifically tailored for <strong>charities and social purpose organisations ONLY</strong>. We reserve the right to refuse attendance to individuals or organisations who may not fit this category.</li></ul><ul><li>D﻿ue to the interactive format of this session, numbers are extremely limited. Therefore in order to give as many charities a chance to attend as possible, there is a <strong>maximum of 2 tickets</strong> allowed per organisation.</li></ul><ul><li>F﻿or further details, please see our <a href="https://www.sayervincent.co.uk/event-terms-and-conditions/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">terms and conditions</a>.</li></ul>

Agenda

Registration and refreshments

Background to accounting for charities - Basis of accounting under the charity SORP, looking at the statement of financial activities and funds structure for charities.

Introduction and aims

Break for refreshments

● Recognising income and attributing it to the right categories in the statement of financial activities. ● Case study.

Drafting the accounts: Income

● Cost categories in the statement of financial activities ● Support and governance cost allocation ● Case study

Drafting the accounts: Expenditure

Lunch

● Movements in funds note ● Statement of financial activities ● Other information to collect e.g. staff numbers, lease information, trustees' expenses. ● Looking at your own accounts

Drafting the accounts: Funds note and SoFA

● Key stages in the accounts preparation and audit process ● What information to expect from your auditor before the audit ● Ensuring the trustees are involved at the right time and level ● What to expect from your audit ● Trustees' annual report including key polices

Getting ready for the audit

Summary and close

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Preparing charity accounts

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Preparing charity accounts

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