Charity Record Keeping Training

Our training is ideal for charity trustees, treasurers, bookkeepers, volunteers handling finances, and new staff members responsible for financial record keeping. No prior accounting knowledge is required—we start from the basics and build up your skills progressively. We can also tailor sessions for those with some experience who want to improve their practices.

Training fees vary depending on the format (group workshop, online, or one-to-one), duration, and level of customization required. Group workshops typically start from £400 for a half-day session. We offer special rates for very small charities with limited budgets. Contact us for a personalized quote based on your needs—we're committed to making quality training accessible to all charities.

Yes! We have experience with all major charity accounting software including QuickBooks, Xero, Sage, and specialist charity platforms like Donorfy and CharityLog. We can incorporate hands-on training with your chosen software into the session, showing you exactly how to record transactions and generate reports in your system. If you haven't chosen software yet, we can advise on the best options for your charity's size and needs.

All training packages include 30 days of email support, so you can ask questions as you start implementing what you've learned. If you need more extensive ongoing support, we offer monthly retainer packages where we're available to answer queries, review your records, or provide additional one-to-one sessions as needed. Many of our clients combine training with our bookkeeping review service for complete peace of mind.

We can typically schedule training within 2-3 weeks of your initial enquiry, depending on our availability and your preferred dates. For urgent situations (like a new treasurer starting or an impending audit), we can often arrange something within a few days. Online sessions tend to be easier to schedule quickly than in-person workshops. Contact us to discuss your timeline and we'll do our best to accommodate your needs.

Absolutely! Every participant receives a comprehensive training manual covering all topics discussed, plus downloadable templates for common record keeping tasks (receipt logs, bank reconciliation sheets, expense claim forms, etc.). We also provide customizable checklists and quick reference guides. All materials are yours to keep and share with new volunteers or staff members who join your charity in the future, making them a valuable long-term resource.