Admin, Ops, IT & Finance Community / Finance

The place for those who work in charity admin, ops or finance. 📊 Share your recommendations, helpful resources and experiences.

496 posts

We're revisiting the treatment of a few unrestricted grants where the funded delivery doesn't line up neatly with the year the income lands - for example, a grant received at year-end but where most...
David Partridge
Hi, we want to invest some of our funds, but when we have asked investment managers we have found that they have a minimum of £150K to 1,000,000. Does anyone know of a way to invest with a smaller bu...
Henry Roehl
Hello all, Does anyone have experience of successfully claiming tax relief for additional household costs like heating if you have to work at home on a regular basis, either for all or part of the we...
Nynke Brett
Anonymous
When a small charity claims the Employment Allowance (£10,500 reduction in the employer's NIC bill per year) and is also reclaiming Statutory Maternity Pay, how should these be accounted for in the p...
Anonymous user
Anonymous
Hi all, I’m currently reviewing options for outsourced accountants for a charity and would really value recommendations from others in the sector. We’re looking for a firm with strong charity finance...
Anonymous user
Hi all, I’m a Finance Manager at a UK charity and relatively new to charity accounting / SORP . We’re currently reviewing how we structure our accounting dimensions (using QuickBooks Online, but advi...
Lasha Phutkaradze
Anonymous
Looking for recommendations for banks willing to work with charities - tell me your positive experiences and who you would recommend! Many thanks.
Anonymous user
Running a charity has never been simple. You are expected to deliver meaningful impact, support growing levels of need, manage staff and volunteers, meet compliance requirements, satisfy funders, and...
Moragh Hunt
I have opened an online Investment account whereby we will be able to invest in Investment Trust shares of our choice.  I have read that shares purchased using money from an account in a charity's na...
Ahmad Waseem
For some very random reason my accountant has stopped communicating and I have some urgent bits to finish. Can anyone recommend someone that could help me? I'm a CIC.
Mark Maddison
Hi everyone, I am a member of the committee that runs a table tennis club in North London. We need advice on whether we should be VAT Registered. Legally we are not setup as a charity but are a Commu...
Gordon Izatt
Anonymous
Hello everyone. i am new here and I wonder if I might ask for advice.  I am administrating a charity that has just received its RCN and looks to help provide some funds for those who care for disable...
Anonymous user
Anonymous
Is it okay to get an education establishment to audit your books as part of their degree course? They do not seem to have a clue
Anonymous user
Is it a breach of data protection for a manager to engage a group of undergrads to conduct the charity's annual review/audit and give them all our books, receipts and spreadsheets?
Patrick MacLane
Anonymous
A member of the charity overspent £50 of their own money on a printer. They have the receipt and it's dated March 2025, because there was insufficient cash in the tin for £200 Is it correct to write...
Anonymous user
Hi All,  Advice please on Banking Hubs.  Run by Post Offices with knowledge of major banks. Are any Finance departments using this facility to reconcile their income. Does any reference per usual ban...
Clare Evelyn Tyler
Hi everyone, we’re currently looking to appoint a Statutory Auditor or Audit Firm to carry out the Association’s statutory audit in line with financial reporting and Charity Commission requirements,...
Jack Randle
Hello We are a very small charity with fairly low income mostly generated from offering subscriptions for artists to use our community space. We have not considered being VAT registered due to income...
Tere Gil
Dear all,   Previously I wrote asking for help in opening a bank account for a registered community interest company in the UK, but we tried four banks. None of them approved this due to an excuse th...
Marina Barham
Anonymous
hi all! hope someone can help me. last year i registered a salary of £42K and pension contributions for £1.5K and was classified as  medium tax payer, obtaining monthly voucher allowances for £161, w...
Anonymous user
Anonymous
Anyone in the philanthropic/international charity okay to share their Travel/expense policy please. Currently doing some research. Thanks
Anonymous user
We have a couple of sites and projects which take payments (shop, events, cafe etc).  We use paypal (having migrated from zettle) but reconsidering as our estate grows.  Paypal are insistent that we...
Michelle Hamilton
We have moved from using Money to Xero and we are coming to our year end on 5th April with Money and Xero in parallel. In previous years we have had our year end accounts produced by a donor (who has...
Robin Dean
Hi, Does anyone have any recommendations for online training for a new treasurer for a small charity?  Thanks, Katie
Katie Callaghan
Hi, I was wondering whether anyone was able to share what they are proposing or have agreed for a cost of living increase for this year?  It's always hard to benchmark, but our Board find it useful t...
David Partridge
Hi, I need some advice about whether directors of a CIC must always be paid through PAYE. We have recently received a grant that will be able to pay myself and another director for a day a week for 3...
Hello everyone and happy new year 😊. I run a foodbank and I wanted to get a preloaded charity card so that my team could purchase top up stock when needed, freeing up my time, as I am the bankcard h...
Linzie Hogan
Hello, we are a counselling charity. We provide therapy for whatever people say they can afford to pay.  We send invoices out and the clients pay these (or not!) for their session.  I have come acros...
Lauren Kinch
Anonymous
This question is from a member of our community that wishes to remain anonymous: Can a charity which has 3 trustees obtain a bank account while registering it as a private limited company at compani...
Anonymous user
I got a letter from our bank yesterday. Coop Bank. They are asking for: Full legal name, nationality, date of birth and residential address of all trustees. This is because they are “key account part...
Lauren Kinch
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