The Embrace Finance Academy

Small Charity Finance Foundations Programme

Spring Term 2025


01 Charity Finance

How to build a simple finance cycle to get on top of, and stay on top of, the numbers, in a small charity.


Colour

Slides

Self assessment workbook

WhatsApp group agreement


Black and White

Slides (B&W)

Self assessment workbook (B&W)

WhatsApp Group MOU (B&W)


Other

Feedback form - Trussell

Recording

To contact us

Example spreadsheets

02 Budgeting

An introduction to a simple budgeting process which captures the full cost of each project and shows reserves.


Slides (colour)

Slides (black and white)

Recording





03 Bookkeeping

An introduction to a simple  spreadsheet bookkeeping system and what to look for in an accounting system.


Slides (colour)

Slides (black and white)