Charity accounting: The fundamentals
Timing: 09.30 - 16.30 (UK time)
AAT Masterclass: Build confidence in charity accounting and understand the key requirements for accurate and compliant financial reporting.
Exclusive discounts for AAT members: From £122.00 to £135.00 (Non-members £189.00)
You will be redirected to an external site for booking
Course Type
Live online course
Date
11 Feb 2027, 09.30
Length
6 - 8 hours
What you’ll achieve
- understand the UK charity financial reporting framework and Charity SORP
- prepare and review charity accounts with greater confidence
- apply fund accounting principles across key financial statements
- recognise common issues in charity accounting and how to manage them
- understand reporting requirements for Trustees’ Annual Reports
- improve accuracy and compliance in your financial reporting.
About this course
Uncover the technical requirements needed to work in the preparation and review of charity accounts and also provide guidance on avoiding some of the more common pitfalls that can occur.
You’ll come away with a better understanding of the legislative background to charity financial reporting, the implications of fund accounting rules on financial reporting, income recognition issues for charities, charity-specific balance sheet considerations, requirements for trustees’ annual reports and more. And, most importantly, you’ll take away practical skills that you can start to implement immediately, and be confident in giving advice and support to your business or clients.
This course is for finance professionals who work with charities or want to build their understanding of charity accounting.
Especially if you're new to the charity sector, need a refresher, or support clients with charity accounts and want to strengthen your technical knowledge.
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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6 - 8 hours |
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Charity Accounting |
Syllabus
- an overview of the UK charity reporting framework, including the Charity SORP
- preparation of charity accounts and key financial statements
- fund accounting and how it applies in practice
- income recognition and common accounting challenges
- requirements for Trustees’ Annual Reports
- practical guidance to improve compliance and reporting quality.
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.