Introduction to Bookkeeping - Online Course

About

We invite you to join us for a 75-minute online session designed specifically for small charities wanting to get on top of keeping good financial records. In the world of small charity finance, all roads lead to bookkeeping. It is the one of the key foundations of good financial management. Investing time in bookkeeping will ensure that your charity can keep track of grants and reserves, and prepare year-end accounts with (relative) ease. During this session, we will review how to maintain a simple bookkeeping system in Excel and in an online accounting platform and what to consider when moving from one to the other. We will introduce essential financial concepts and guide you through key bookkeeping tasks. This session is ideal for anyone looking to establish and maintain financial records that are both compliant and actually useful.

Who should attend?

Everyone who wants to learn about the basics of small charity bookkeeping and financial record keeping.

 Outcomes

• Understand basic bookkeeping terminology and tasks
• Be able to assess the best solution for a small charity
• Apply best practices for tracking grants and reserves

What will it cover?

• Basic bookkeeping terminology and two key finance reports
• Some of the key functions of bookkeeping and how to track grants and reserves
• The pros and cons of using an Excel cashbook v an online accounting system
• Top tips and common pitfalls to avoid

Book your space and access an exclusive 15% off on DSC publications 

This session is part of The Embrace Finance Academy Foundations Programme.