Financial statements and scrutiny
Jen Richardson, former Head of Charities at Ward Goodman gives us the benefit of her knowledge on producing financial statements and the scrutiny they require.
Course Content
Jen Richardson is the former 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.
Other resources
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Consultancy help - policies and procedures
CourseHaving the correct policies & procedures in place is an essential part of managing key risks. We can help you review and develop your policies,, spot gaps and recommend templates. Email Caro Hart at [email protected] for details.
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Core costs
CourseJen Richardson, former Head of Charities at Ward Goodman gives us the benefit of her expertise on the subject of "core" costs.