Bookkeeping for Treasurers Course

This course equips charity volunteers with essential skills for managing finances, bookkeeping, legal obligations, and reporting.

 

Being a treasurer is an essential and rewarding role, but it can be challenging without the right skills. Our Bookkeeping for Treasurers course is tailored for volunteers in charitable organisations who handle finances, offering a practical introduction to bookkeeping, legal obligations, and effective reporting for committees.

 

The Bookkeeping for Treasurers course is designed to provide the practical financial skills needed to manage the finances of a charity, community group, or voluntary organisation. The course introduces the key principles of bookkeeping and financial record keeping, helping treasurers maintain accurate and transparent financial records.

Learners will develop an understanding of how to track income and expenditure, organise financial documents, and ensure their organisation’s finances are well managed and accountable.

By the end of the course, participants will have the confidence to carry out the essential financial duties required of a treasurer and support the effective financial management of their organisation.

Learning Outcomes

By completing this course, learners will be able to:

  • Understand the role and responsibilities of a treasurer within a charitable or voluntary organisation.

  • Maintain accurate financial records, including tracking income and expenditure.

  • Organise and manage financial documents such as receipts, invoices, and payment records.

  • Produce simple financial summaries or reports to support transparency and accountability.

Who This Course Is For

This course is ideal for:

  • Treasurers of charities, clubs, and community groups

  • Individuals who have recently taken on financial responsibilities within a voluntary organisation

  • Volunteers who want to improve their confidence in managing financial records

 

    1. Bookkeeping Essentials
      Master the basics of charity bookkeeping, including recording income and expenses, reconciling accounts, and keeping accurate records.

    2. Legal and Regulatory Requirements
      Learn about your specific legal obligations under UK charity law, including fund restrictions, data protection, and compliance.

    3. Budgeting, Cash Flow, and Financial Planning
      Discover how to develop and monitor budgets that align with your charity’s goals and gain insights into effective cash flow management.

    4. Financial Reporting and Communication
      Build confidence in presenting financial information clearly to your committee. Gain skills for producing financial summaries and annual reports that everyone can understand.

    • Hands-On Practice: Apply what you learn through exercises tailored to real-world charity situations.

    • Charity-Specific Knowledge: Focus on the financial requirements unique to charitable organisations.

    • Compliance Confidence: Ensure your charity meets legal obligations with up-to-date best practices.

    • Improved Communication: Make financial information accessible to your committee members.

    • Duration: 3 hours

    • Format: Interactive, with practical exercises and group activities

    • Location: Held in our training centre 1A The Old Malthouse, Grantham, NG31 7BG

    • Cost: Free for volunteers

Sign Up Today

Take the next step in your treasurer journey. Register now and gain the skills you need to support your charity with financial clarity and confidence.

Places are limited so reserve your spot today.


Contact Us

Have questions?

Reach out at info@3cats.org.uk or call 07906086299. We’re here to help you make a meaningful impact as a treasurer!