INTRODUCTORY OVERVIEW

Resources

Full Cost Recovery

A downloadable .pdf (176kb) introductory guide to the main principles of Full Cost Recovery. It contains a simple stage by stage guide of how to calculate costs and decide what to include as overheads.

Managing Money

This overview explains the importance of good financial management to your organisation, and offers a guide to the key principles involved.

Introductory Guides to Financial Management

A pack for funding advisers working with new and small to medium-sized voluntary and community organisations and social enterprises. Each of the six guides contain practical information on a specific area of funding or finance, including case studies, tools and signposts to resources to assist organisations in their search for long-term financial sustainability.

Guide to Financial Management

Downloadable 44 page .pdf (652kb) produced for the Finance Hub by NCVO Sustainable Funding Project. The document looks at why financial management is important and covers a range of topics, including developing a financial strategy, budgets and cash flow management, book keeping and financial accounting. It also looks at tax and at financial management and governance. It includes good practice advice, examples and templates for advisers and groups to use.

Guide to writing budgets

A practical 6 step guide to producing a successful budget. Downloadable from Community Accountancy Self Help (CASH) - a London based community accountancy project.

Community accountancy services toolkit

This section of the Community Accounting Network site is devoted to providing a range of accountancy services tools.

Analysis of Community Accountancy Resources (1729 KB, .pdf)

A comprehensive report examining existing structures and advice on the development of the infrastructure needed to support a community accountancy service.

Unit costs & pricing

A downloadable word document is available from this link providing a detailed account of how a Community Association providing a range of services went about producing unit costs for its work.

Outside Chance: Community Accountancy

Example of how the use of a community accountancy service assisted a new organisation to set up financial systems.

Community Accountancy: Baby & Toddlers Learning Alliance

An example of how a group moved from carrying out a manual system of tracking the apportionment of project costs to a computer system – saving valuable time spent on pay roll and cost allocation from two weeks to one hour a month.

Some additional resources are provided on this page, most of which are available FREE of charge. Resources you have to pay for are marked with a £

How to put together a budget

Downloadable .pdf (82kb) of a simple information sheet from FunderFinder on how to develop a budget.

NCVO Guide to Budgeting

A guide on budgeting from the National Council of Voluntary Organisations.

Salary Scales and Allowances

This link to the NAVCA website provides information on the NJC salary scales and HMRC travel allowances along with guidance on subsistence allowances. This information may be of use when planning a budget that includes a salary.

Find a local Community Accountancy Service

You can search the CAN website to see if there is a community accountancy service in your area.

Budget Yourselves

A free piece of software from FunderFinder, which you can download from the website. It provides lots of advice about the process of making a budget, things that might need to go in it, and how to work out accurate costs. You can also use it to link budgets, and to compare actual income and expenditure with your budget figures.

NCVO UK Voluntary Sector Almanac 2006: The State of the Sector

The NCVO UK Voluntary Sector Almanac 2006: The State of the Sector uses new data from GuideStar UK, which uses information from 40,000 charities to present key findings and analysis on the sector.

How to Successfully Fund ICT

When preparing funding bids for one off ICT projects or your ongoing ICT needs, you must take into account additional costs for overheads and ongoing support and maintenance.

This section of the ICT website will help you: identify other costs you might not have thought about; cost accordingly; write an effective proposal for funding; and look at some of the funders who currently specifically support ICT projects.

It also provides information on making a successful application for ICT successful funding bids, including budgets and costing and Full Cost Recovery.