Charities accounting: fund accounting, statement of financial activities and balance sheet (February)
Timings: 09.30-13.00 (UK time)
AAT Masterclass: Gain essential insights into Charities SORP for accurate and impactful financial reporting.
Exclusive discounts for AAT members: From £81 to £90 (Non-members £126)
You will be redirected to an external site for booking.
Course Type
Live online course
Date
12 Feb 2025, 09.30
Length
3 hours +
What you’ll achieve
After attending this masterclass, you’ll:
- develop a deep understanding of the types of funds that must be reported and their significance to stakeholders
- take away practical tips and strategies to streamline your fund accounting processes, reducing costs and improving efficiency
- be equipped with the tools and knowledge to apply best practices in fund accounting.
About this course
Join us for the second part of our 2025 charity accounting masterclasses to learn about financial reporting for charities. Industry expert James Charlton will guide you through the essential requirements of the Charities SORP, providing a deep understanding of fund types and their importance to your stakeholders.
Find out more about part one here: Charities accounting: legislative background and the trustees’ report
This is the ideal masterclass for finance professionals seeking to bolster their charity offering or those who are simply looking for refresher.
Meet the Speaker(s)
James Charlton
James Charlton
James is an experienced trainer, file reviewer and consultant. He has delivered courses on behalf of various professional accountancy bodies in the UK, as well as providing in-house training for accounting and audit firms. His specialisms are financial reporting (both UK GAAP and IFRS), audit and he has a particular interest in the charity sector. In addition to training, James undertakes both cold and hot file reviews for audit practices, ranging from single partner to UK Top 50 firms.
James previously worked as an Audit Technical Manager at a UK top 10 firm, providing financial reporting and audit technical advice to the audit and accountancy departments, writing and reviewing technical materials for the practice, and performing engagement quality control reviews on audit files.
Read moreOverview
Live online course |
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3 hours + |
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Charity Accounting |
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No |
Syllabus
We'll review the latest updates during this masterclass, so the syllabus may change based on the most recent guidance.
Fund accounting:
- identify and present different types of funds
- explore types of funds, financial statement presentation, and disclosure.
Statement of financial activities:
- understand the basic structure, income recognition challenges, and key expense disclosures.
Balance sheet:
- address charity-specific issues and challenging areas.
How to access
Purchase securely online, and we’ll send you further instructions and your receipt explaining how to access the training ready for the live training.
Meet the sponsor: Xero
 |
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Join over 200,000 accountants and bookkeepers using Xero in their practice