Accounting Records & Systems

Keeping a ‘proper’ record of your finances plays a vital part in running any organisation.  Most of the support we provide comes from groups enquiring about how to do this.  These type of enquiries cover a wide range of financial subjects including;


  • setting up book-keeping systems for new groups
  • improving existing financial systems
  • putting in place Internal Financial Controls
  • operating a petty cash system (and getting it to balance)
  • what documents you should keep to back up financial transactions
  • reconciling your bank account when the statement arrives
  • choosing a bank account
  • accounting for restricted funds

We’ve even developed our own free bookkeeping spreadsheet, specially designed for small voluntary and community groups and a Draft Financial Procedures Policy