Live online course

Charity accounting (February 2025)

Timings: 09.30-16.30 (UK time)

AAT Masterclass: Gain an unmissable technical and practical understanding of charity accounting.

Additional winter sale discount for FMAAT members: From £85 (Non-members £132)

You will be redirected to an external site for booking.

Special Price £95.00 Regular Price £135.00

Course Type

Live online course

Date

12 Feb 2025, 09.30

Length

1 day

What you’ll achieve

  • Cover the technical requirements needed to work in the preparation of charity accounts
  • Gain guidance on how to avoid common pitfalls
  • Gain practical skills that you can start to implement immediately
  • Become confident in giving advice and support your business and/or clients.

About this course

Over this one-day course, you’ll come away with a detailed understanding of charity financial reporting

promotion regulations, the implications for fund accounting rules on financial reporting, income recognition issues, charity-specific balance sheet considerations, requirements for trustees’ annual reports and more.

Who it's for

This course is ideal for members in practice with clients in the charity sector, as well as those in finance teams working with non-profit organisations.

In addition, if you are thinking about taking on these clients or would like to understand the specialised knowledge of the unique accounting and financial aspects of non-profit organisations and charity’s, don’t miss this session.

This webinar will not deal with charity taxation issues.

Meet the Speaker(s)

James Charlton

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. 

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Overview

Live online course

1 day

Charity Accounting

Syllabus

During this in-depth training you’ll gain a very practical understanding of charity accounting, including:

  • An overview of the UK charity financial reporting regime, including the Charity SORP
  • An overview of the charity annual report
  • Understanding fund accounting and its application to both Statement of Financial Activities and Balance Sheet
  • Understanding key Statement of Financial Activities and Balance Sheet accounting challenges for charities
  • Understanding key requirements for the Trustees’ Annual Report, especially reserves policy and fundraising disclosures.

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

Xero makes invoicing and accounting quick and easy. Join this digital showcase to find out how Xero software can help provide a digital solution to your accounting needs.

Xero is a cloud-based accounting software platform for small businesses has 3.5 million subscribers globally. Through Xero, small business owners and their advisors have access to real-time financial data anytime, anywhere and on any device.

Xero offers an ecosystem of over 1,000 third-party apps and 300 plus connections to banks and other financial partners.  In 2020 Xero was recognised by IDC MarketScape as a leader in its worldwide SaaS and cloud-enabled small business finance and accounting applications vendor assessment.

Join over 200,000 accountants and bookkeepers using Xero in their practice

Charity accounting  (February 2025)
Live online course

Charity accounting (February 2025)

1 day

Special Price £95.00 Regular Price £135.00
Book Online