For too long, charity bookkeepers have been expected to “figure it out” on their own when it comes to these key areas. While doing your best is admirable, it often leads to unnecessary stress or uncertainty.
But what if that didn’t have to be the case?
Imagine having the essential knowledge and tools you need to confidently navigate fund accounting and balance sheets.
It’s possible, and I’m here to show you how!
I’m inviting charity bookkeepers and finance team members to join me for a clear, no-nonsense introduction to fund accounting and balance sheets.
Across a few short on demand video sessions, we’ll break down the essentials so you can better understand how these core areas fit into your day-to-day bookkeeping.
With straightforward video lessons and practical resources, you can learn at your own pace and start building confidence in how charity finances really work.
I’ve worked as a charity finance officer for nearly a decade and served on a charity leadership team for over 8 years. During this time, I’ve gained extensive experience in fund accounting and charity finance regulations while navigating the challenges of managing finances with small or volunteer teams.
Lesson 1 - Master the Basics: The core accounting principles every charity bookkeeper needs to know including balance sheets, credits, debits and trial balances
Lesson 2 - The Secrets of Fund Accounting: Get to grips with Unrestricted, Designated and Restricted Funds - when you must use them and how to avoid common fund accounting errors
Pete's training is excellent...We are now in a much better place with our bookkeeping processes... I wouldn't hesitate to recommend him.
Trish Tye
PCC Secretary, All Saints' Church Guildford
Pete creates fantastic training. He has taken the time to thoroughly understand how we operate and to ensure that he supports the whole team as we learn. Pete has also provided so many additional ways of supporting us which I was not expecting. He is hugely encouraging in addition to being very knowledgeable. I wish we had found Pete years ago. If you are a charity, I would strongly recommend Pete.
Michelle Hayes
CEO, Resurrected Bites
Pete's advice ensured our books are now clear and in order. He's been invaluable in helping us get everything started correctly and ensuring a solid bookkeeping foundation for us going forward.
Elizabeth Crump
Trustee, Jubilee Church Derby
