Good Practice Guides

Our good practice guides are available to download for free but we do ask that you request them from us by ticking the relevant box/boxes below and filling in your details in the short form below. You will then receive an email from us with links to download the guides (please make sure you check your spam settings if you don't seem to have received the email).

Please note we will not give your details to any third party and will only use it for WYCAS Community Accounting communications

Documents available for Request:

Becoming a company

The Accounting requirements for small charitable companies

Beginner's Start-up guide to Excel Spreadsheets for finance

This guide introduces you to how to use a spreadsheet for finance; it is aimed at real beginners.

Bookkeeping

This guide is aimed at organisations who use manual books rather than a computerised accounts package. Example bookkeeping sheets and authorisation forms are included in the guide.

Budgeting

A guide to budgeting

Charity Registration

It is a little-known fact that if an organisation has wholly charitable objectives and a turnover of more than £1000 it is legally obliged to apply to the Charity Commission for charitable status. This brief guide takes you through the benefits of registering.

Dealing with cash

A detailed step by step guide to ensuring that your petty cast tin always balances! It also deals with what to do with cash income.

Expenses

A guide to paying expenses to employees, volunteers and your management committee.

Financial Difficulties and Insolvency

A guide on how to spot and deal with financial difficulties and how to prepare and deal wit insolvency.

Financial Procedures

A set of rules that your organisation can use as a model in order to prevent error and fraud.

Full Cost Recovery

Full Cost Recovery

Getting ready to have your Annual Accounts checked

This guide helps to take the sweat out of getting things ready for your accountant at the end of the year. It includes a checklist of documents that the accountant may wish to see.

Gift Aid Guide

Gift Aid Guide

How to do a bank reconciliation

A bank reconciliation is an essential part of any good bookkeepers toolkit. This guide takes you through the process and also provides a blank reconciliation form.

Insurance for Voluntary & Community Groups

Every voluntary organisation should consider what insurance it needs from the outset. This guide takes you through the different types of insurance that you should consider.

Money Management for Community Groups

***Please note this booklet is available in hard copy only and will be forwarded to the address you have provided**** A guide to financial planning, control and management for smaller voluntary and community organisations covering budgeting, bookkeeping, financial rules and annual accounts.

QuickBooks (Accounting Package) - A Starter Guide

QuickBooks is an accounting package that many voluntary organisations use. This guide intriduces you to the package and provides information on how to get started.

QuickBooks Basic Procedures

A guid to regular bookkeeping jobs, reconciliations and creating budgets.

QuickBooks Basic Procedures 2

A guide to looking at items and invoicing, receiving payments and reports and statements.

QuickBooks Procedure Timetable

A checklist and advice on jobs that you should be doing on QuickBooks, when they should be done and some things to look out for.

Reserves

Reserves

Restricted Fund Accounting

A guide to the difference between restricted and unrestricted funds and ho you should distinguish betweent he two in the accounts.

SAGE Line 50 - A Starter Guide

An introduction to this accounts package and how to get started.

SAGE Line 50 - Advanced

A guide to looking at customers, invoicing, suppliers and budgets.

The Role of the Treasurer

If you have just taken over as treasurer and do not know what you are supposed to do, this is the guide for you. It also provides a checklist of financial tasks.

VAT for small charities and voluntary organisations

An introductory guide to VAT, looking at VAT categories, reliefs available and recovery of VAT.

Your Details:

Please note all fields are required.

Full Name

email

Company

Address

Phone