Stress-Free Charity Accounts

Build Confidence in Bookkeeping in 60 Days

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Welcome to the School of Charity Finance! 

Managing your charity’s finances shouldn’t feel like an uphill battle. This is your chance to fill the knowledge gap, gain clarity on important processes, and build the confidence you need to help your organisation thrive. Ready to see how? Let’s take a look…

 

What if managing your charity’s finances felt easy?

 

For too long, charities have had to rely on their amazing team members to “figure it out” when it comes to bookkeeping. And while “doing your best” is admirable, it often leads to unnecessary stress and risky finances.

But what if that didn’t have to be the case?

Imagine having all the knowledge and tools you need to confidently manage your charity’s books, without spending a fortune or sacrificing months of your life. Picture reducing your stress and empowering your charity to focus on its mission at the same time.

It’s possible, and I’m here to show you how! 

Here’s the Plan:

I’m inviting charity bookkeepers and finance team members to join me in building confidence in charity bookkeeping — all within 60 days.

Over six practical online modules — released weekly and accessed on demand — you’ll study at your own pace through video lessons and hands-on resources. Together, we’ll build the skills, knowledge, and confidence you need to manage your charity’s finances the way they should be.

If you’ve found yourself learning on the job, this course will give you the structure, clarity, and support you’ve been missing.

Sign Up Now

About me

 

Almost a decade ago, I found myself responsible for a charity’s accounts without the proper training. It was overwhelming. As the charity grew, so did the financial complexity, and I felt like I was way out of my depth.

Thankfully, that charity invested thousands of pounds in accredited bookkeeping qualifications for me. But that’s not an option for many organisations. Over the years, I realised how many others in the charity sector were struggling in silence, wishing for affordable, charity-specific finance training.

That’s why I created this program. I want to give you the tools and confidence I wish I’d had when I started.

Why You’re Stuck—and How We’ll Change That

The truth? Charity finance isn’t something most people are trained for.

There are not that many accessible, affordable courses designed specifically for teaching charity finance. And when you don’t know where to start, it’s easy to feel stuck and overwhelmed.

But here’s the thing: once you’ve got the right knowledge and support, managing your charity’s finances becomes not just achievable but enjoyable.

What's Included In This Course...

Module 1: Foundation of Charity Accounting

  • Master the Basics: The Core Accounting Principles Every Charity Bookkeeper Needs to Know
  • Cash or Accrual? Understanding the Accounting Basis of Your Charity
  • RapidAudit Tool: Identify Your Charity’s Bookkeeping Strong Points and Gaps

Module 2: The Hidden Rules of Charity Finance

  • The Secrets of Fund Accounting: Managing Money with Purpose
  • Maximising Gift Aid: Don’t Miss Out or Break the Rules
  • Fund Compliance Checklist: Managing Restricted Grants the Right Way

Module 3: Financial Management Made Easier

  • Real-Life Foundations: Build Your Fund & Code Structure with Confidence
  • The Power of Planning: The Budget Blueprint that Makes Planning Easier
  • Staying on Track: Using Your Structure to Keep Control Throughout the Year

Module 4: Connecting Theory to Practice

  • Decode Your Financial Reports: Unravel the numbers, empower your decisions
  • The Finance Calendar: Finding Your Financial Rhythm Every Month of the Year
  • Year-End Ready: Prepare for Stress-Free Independent Examinations

Module 5: Red Flags and Risky Transactions

  • Fundraising and Donations: Common Bookkeeping Pitfalls to Avoid
  • Steering Clear of Hidden Risks: Memberships, Gifts, Overseas Transfers
  • Staying Within the Rules: Avoiding Conduit Funding and Non-Charitable Spending

Module 6: Know the Rules, Use the Tools, Stay Supported

  • Getting to Grips With Assets:  Managing assets without the jargon
  • Finance Policies Made Simple: What Every Charity Should Have in Place
  • Stay One Step Ahead: Internal Audit Checklist to Strengthen Your Charity

Bonus Resources:

  • Budget Toolkit
    • A budget template that factors in restricted vs. unrestricted funds.
    • Step-by-step budget creation video guide.
  • Fund Accounting Setup Guide
    • A sample fund accounting structures for common charity types.
  • Financial Control Toolkit
    • Financial Controls Policy Template
    • Cash Float Record Template
  • Gift Aid Small Donations Scheme Pack
    • A GASDS record sheet template for compliant cash handling
    • GASDS Training Video: Equip your volunteers to handle cash 

What Others Are Saying ...

I would highly recommend this course

⭐⭐⭐⭐⭐

Being new to charity accounts I found Pete's Stress-free Charity Accounts course a great help. The Modules are well structured, easy to follow and of the right duration.

 

The training takes you from the basic charity accounting principles through to the more complex bookkeeping tasks.

 

I would highly recommend this course.

Rob Brown
Treasurer
The Family History Society of Cheshire

The course was incredibly useful...

⭐⭐⭐⭐⭐

This School of Charity Finance course was incredibly useful, covering all the essentials in a clear and accessible way.

Pete was so supportive and his individualised approach made a big difference to me.

He was genuinely helpful every step of the way. 

Katy Isaac
Charity Manager, Jacari

I only wish I’d taken this course sooner!

⭐⭐⭐⭐⭐

I recently completed this course and found it incredibly valuable—even after six years of doing charity bookkeeping. It delivered helpful, engaging content that built a strong foundation and clarified areas I’d been unsure about. Each of the six modules built on the last and came with practical resources and templates I’m already using to improve our charity’s finances.

Pete was an excellent instructor—knowledgeable, approachable, and always happy to answer any question. The one-to-one sessions were a standout, offering tailored advice on our specific setup.

I only wish I’d taken this course sooner!

Christina Almstadt
Bookkeeper
Croydon Vineyard

Got Questions?

Worried this won’t work for you? Maybe you’re thinking:

 

“I’m not great with numbers.”

(Don’t worry—this course is designed for non-accountants.)

"I don't have time."

(This course is designed with busy people in mind. With short practical lessons, you can work through at your own pace.)

"Can we afford it?"

(Think of this as an investment that will save your charity money in the long run through better financial management, fewer mistakes, and reduced stress. If you're a micro charity with income of £50k or less, contact me below for a bespoke discount code.)  

Micro Charity Discount

Look ahead...


By the end of this course, you’ll not only have the skills to create tidy, compliant books but also a newfound confidence in managing them. Imagine actually enjoying the process and knowing your charity finances are in a better place because of you!

Coming soon!

This course has previously run as a live coaching programme with a group of charity bookkeepers who loved it. I’m now recording the on-demand version so more people can access it at their own pace. Join the waitlist for one of my packages below and you’ll be the first to hear when registration opens — and get early access to pricing before it’s published here!

Guided Package

10% off

for waitlist subscribers

 

Stress Free Charity Accounts Course

  • 6 coaching modules via on-demand video

  • Ask questions anytime via priority chat

Join Wait List

Supported Package

10% off

for waitlist subscibers

 

Stress Free Charity Accounts Course

  • Everything in the Guided Package plus...

  • Access to 2x monthly live Q&A sessions*

Join Wait List

Personalised Package

10% off

for waitlist subscibers

 

Stress Free Charity Accounts Course

  • Everything in the Supported Package plus...

  • 2x one-to-one coaching calls to use anytime

Join Wait List
14-DAY MONEY-BACK GUARANTEE

If you having purchase the course you aren’t completely satisfied, let me know within the first 14-days of the course starting for a full refund. No questions asked.

*3 months access to these Q&A session with options to extend.