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Topic Review


Updated 16/9/13

Follow the trail

This page

Topic Reviews are about taking particular area and rounding up what is available to help you get to grips with the subject. This one looks at help with financial matters.

Books (other than checklists) are now on a Finance Publications page.


Other finance pages include

Also check out the Training pages.


This page is in listings style, within Finance and Legal grouping.

Web Sites

Briefings, checklists

Charity Finance Monthly magazine - see Magazine page.

Charity Finance Accounts Compliance Checklist produced by Charity Finance magazine - see Civil Society Media shop, under Books (£45 at 2011). Designed for all UK charities with gross income over £100,000.

Charities Internal Controls Checklist, also from Charity Finance magazine, no longer available?

Scrutiny of charity accounts - article on our web site (courtesy of Croners/Gareth Morgan) about independent examination for the smaller charity.

Sample Documents

A sample Financial Procedures (or Financial Standing Orders if you prefer) lightly edited from a 'real life' version can be used as a starting point for your own, or to prompt thoughts, improvements etc. Please read the introductory notes.


Charity Accountants Conference. Annual event run by Directory of Social Change, usually early September.

There are various commercial exhibitions featuring accounts packages, although they tend to be dominated by products for larger commercial organisations.

Training Courses

Community Accountancy Self Help 1 Thorpe Close, London, W10 5XL, phone 020 8969 0747. Run a programme primarily for Kensington, Chelsea, Brent, Hammersmith and Fulham groups, but open to others too. Subjects range from a half-day on Bank Reconciliation to 4 day Financial Administration, with others on Unit Costs/Pricing Services, Management Committee Finance Reports and how the PQASSO quality assurance system (from CES - see Training page) relates to finance.

Directory of Social Change run a variety of useful courses, with trainers from Sayer Vincent or Community Accountancy Project. See main Training page.

The Kubernesis Partnership runs a few training days on charity accounting in York (the rest of the time they are acting as consultants on this area and fundraising). £120 for single places (incl VAT). 36 Acomb Wood Drive, York, YO24 2XN, phone 01904 788885, email:

ICAS^ (Institute of Chartered Accountants of Scotland) have occasional courses. Phone 0131 347 0222, email: