Video on demand

Independent examination for charities (June 2024)

AAT Masterclass

Enhance your skills and reliability in providing specialised services to charities in just 2 hours.

£41.00

Course Type

Video on demand

Length

1 - 3 hours

What you’ll achieve

After attending this enlightening session, you will:

  • gain a comprehensive understanding in preparing accounts for charities, underpinning accuracy and compliance
  • be confident in navigating and overcoming frequent challenges encountered in charity accounting
  • learn practical skills that you can apply immediately to real-world scenarios
  • provide informed advice and support to your clients adeptly.

About this course

Charities face a wide range of reporting and filing requirements. James Charlton is here to simplify the intricacies of independent examinations with this express masterclass including accurately reviewing and documenting charity finances.

You will uncover effective tailored strategies to overcome challenging areas and invaluable insights that can propel your career in the charity finance sector.

Who it's for

If you work with clients in the charity sector or are part of finance teams in non-profit organisations, this course is designed for you.

It’s also an ideal learning opportunity if you are exploring the charity sector as a prospective client base or want to understand the specialised aspects of charity accounting. If that sounds like you, then this course is not to be missed. 

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

Video on demand

1 - 3 hours

Charity Accounting

Syllabus

This masterclass will delve into:

  • identifying when independent examination is required, or a full audit is needed
  • inside CC32: Charity Commission directions and its critical role for independent examiners 
  • documenting evidence of the independent examination
  • clarifying tricky areas to look out for during the examination process
  • reporting matters of material significance to the Charity Commission.

How to access

Once purchased you'll be able to access the AAT Learning Portal where you'll have 12 months from the date to access the learning materials. AAT Learning Portal allows you to view all the courses you've purchased in one place, monitor your latest training activity and create goals to help you achieve your training aims.

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

Independent examination for charities (June 2024)
Video on demand

Independent examination for charities (June 2024)

1 - 3 hours

£41.00