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2 Mar 2023

Introduction to Book-Keeping for Charities and other Not-for Profits – In-person 02/03/2023

Target Audience

Managers and staff working in accounts, perhaps for the first time – anyone responsible for maintaining the accounting records.  It will be of most benefit to small charities.

Outline

Maintaining a charity’s accounting records, or books is an obligation and a responsibility.  This workshop is intended to equip managers and accounts staff with an understanding of book-keeping and accounting issues that are relevant to their day to day operations so that the accounting records can be kept up to date and provide meaningful information. The workshop will include practical examples and short exercises using Microsoft Excel programme. To ensure the training is as interactive and participatory as possible, we limit the number of participants to 10. Laptops will be provided.

The main areas covered will be:

  • Importance of bookkeeping
  • Relevant documentation and books of account
  • Setting up bookkeeping system relevant to own organisation and SORP
  • Maintaining accounting records and processing transactions
  • Checking everything balances including how to do a bank reconciliation
  • Profit and loss account and balance sheet
  • VAT Compensation Scheme for Charities.

Methodology

In-person training, in Carmichael Centre, Dublin 7.

Instructor

Andrea Shupinski FCA

Andrea Shupinski is a Chartered Accountant by qualification. A sole practitioner, she has been providing consultancy, accountancy and taxation services to the Charity and Not-for Profit sector for over 30 years.

Andrea has extensive financial and senior management experience with charities and not for profits as an advisor and accountant and as Chief Financial Officer. She has helped organisations to prepare for a more regulated and transparent environment and has practical experience of charity accounting principles and putting them into practice. Andrea is a member of the Charity and Not-for Profit Committee at Chartered Accountants Ireland. She has been a Board member for a number of charities over the years.

Outcomes

By the end of the workshop participants will:

  • Understand the concepts and principles of how to maintain day to day accounting records
  • Know how to check the accounting records are in balance and for completeness
  • Be able to extract a profit and loss account and balance sheet
  • Be more confident when dealing with books of account
  • Be able to set up a suitable book-keeping system
  • Understand the VAT Compensation Scheme for Charities.

 

Carmichael’s Spring Summer 2023 Scheduled Training Programme is kindly sponsored by BoardEffect.

BoardEffect is part of Diligent, the leader in modern governance. BoardEffect delivers an agile board management solution optimised for governance leaders of nonprofits, higher education institutions, community healthcare organisations, and credit unions with the right tools, analytics, and insights to drive more efficient, transparent, and secure governance.

Fees

€80Nonprofit Organisation
€70Carmichael Resident Organisation
€90Statutory Organisation
€90Corporate Organisation

Testimonials

It was explained in a way that was easy to understand and it came together at the end.
Content – excellent overview for a beginner in this area.
Great location. Great facilitator. Very relaxed and approachable. Very patient. Great at explaining down to the basics.

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