Financial Management and Accounting

A Practical Guide to Financial Management for Charities and Voluntary Organisations
by Kate Sayer Pub: Directory of Social Change 2^ndEdition 2002 £14.95 [£18.25 inc p&p] ISBN 1903991293
An excellent book - well written and accessible. The three sections cover Financial Management and Planning, Accounts and Audit, Tax and VAT. There is the planning cycle, decision-making using financial information, cost centres and expenditure, cashflow forecasts, budget comparisons, financial controls and managing risk, internal audit, accounting basics, cashbooks and bank reconciliations, SORP requirements, balance sheet, computerisation, charity trading, VAT, tax effective giving, and more. Highly recommended. Review
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Charity Treasurer’s Handbook
By Gareth G Morgan
Pub: DSC 2002 ISBN 1 900360 89 6 £9.95 [£12.79 inc p&p]
This introduces finance management in the charitable sector for those without formal accountancy training, or those whose knowledge of finance is from the private sector. It is a clear accessible guide that provides an overview of the issues involved, and should be invaluable to arts managers, Local Authority and Arts Council officers and Board Members on Finance Sub-Committees or in the role of Treasurer. An explanation is given of the specifics of the voluntary (not for profit) sector and the requirements for independence, accountability and the development of a relationship of trust. Accrual or payments and receipts accounting, accounting for separate funds, apportionment of core costs, and setting a reserves policy are defined and explained. There is useful guidance on independent examiners if your organisation is small enough not to need an audit. Different scales of operation are covered, from the Treasurer doing it all, to significant paid finance staff answerable to the Board. The fact that overall financial responsibility is held by the whole Board is stressed “However, in practice, one of the hardest skills for a Charity treasurer or finance worker is to enable the trustees to exercise this responsibility effectively so that all major financial decisions are taken by them on an informed basis.” There is plenty of information within this little book to help them to do just that. Review
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A Practical Guide to Charity Accounting: Preparing Charity SORP Accounts
By Kate Sayer
Pub DSC 2002 ISBN 1903991 21 8 £14.95 [£18.04 inc p&p]
A new book that demystifies charity accounting, using lively case studies and sample accounts. It explains why charity accounting is different from commercial accounting, and has a useful glossary of terms. It covers what should be included in an Annual Report, performance measurement, risk management, reserves policies, investment policy, restricted funds, allocating costs and tangible fixed assets.
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Financial Stewardship of Charities: Maximising impact in times of uncertainty
By Adrian Poffley
Pub DSC ISBN 1 903991 17X £19.95 [£23.43 inc p&p] Review
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A Practical Guide to VAT for charities and voluntary organisations
By Kate Sayer
Pub DSC 2^nd Edition 2001 ISBN 1 900360 62 4 £12.95 [£15.91 inc p&p]
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Voluntary but not Amateur
by Jacki Reason and Ruth Hayes
Pub: LVSC 7th edition 2004 [£29.03 inc p&p] ISBN 1872558232X
One chapter of this book covers finances and keeping accounts and is an excellent introduction to the topic. The companion volume to Just About Managing. A clear, concise guide to the major legal aspects of running a smaller voluntary organisation.
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