Course Content

This is an Intermediate level course.

Jen Richardson is the Head of Charities at Ward Goodman accountants and has advised dozens of charities on what financial information they need to submit when. Here she gives us the benefit of her expertise and discusses:

  • Different rules for different types of legal entity; CIO, Charitable Company, Unincorporated Charity
  • Why size matters; income resources and assets
  • Accruals accounts vs receipts & payments
  • Reporting
  • TAR requirements
  • When you need an audit vs independent examination - or no scrutiny at all
  • Funder requirements


This course is suitable for Trustees or staff of charities, groups and social businesses. If you are very new to financial matters, you may want to look at the resources below first.

This video is 15 minutes long.

Learning journey

These courses follow on from the topics raised here:

Charging policy

DCA is committed to producing as much affordable training as we can.  While some of the courses are charged-for, we offer subscription options to ensure that they are affordable (as above).  Our courses still remain some of the best value in the industry.

We will offer money-off  vouchers and special offers every month, so do look out for Academy news and promotions in our e-newsletters and at networking events.  Sponsored courses will be free of charge. 

You will receive a receipt upon purchasing this course, so don't forget to claim the course fee back from your organisation if you are able to do so. 

We are a registered charity and our number is 1060910. You can donate towards our work here. Your support is appreciated.