This morning, I had an interesting conversation with another accountant. She had been asked to prepare the annual accounts for a charity but quickly discovered a problem. The bookkeeping had been completed, yet the transactions hadn't been identified as restricted or unrestricted funds. The expectation was that she, as the accountant, would somehow know which income belonged to which fund. The reality? She couldn't. She had to go back to the charity and ask them to identify h

One of the things I love most about delivering this training is seeing people grow in confidence throughout the day. When delegates arrive they feel: ✅ "I don't understand the jargon." ✅ "I don't know what these reports mean." ✅ "I'm not confident discussing finance." ✅ "I need practical examples." At the end of the course its good to have great feedback and to see the transformation Here are some of the comments from participants: 💬 "I understand what I'm looking at more an

After working in the charity sector for 25 years—from bookkeeper to head of finance, trainer, and consultant—I’ve realised something:...

Running a charity is rewarding—but let’s face it, managing the finances can be tricky, especially if you're not fully confident using...