Basic bookkeeping for small community groups

Thursday 24 September 2020

Are you involved on the committee of a small community group and need help making sure you are keeping your records correctly? Your group may even be applying for funding at the moment and you have been asked to prepare an up to date set of accounts, which you need some understanding about. If so, this training is for you.

This online training is also helpful for those who are not yet volunteering but are interested in helping a community group and possibly as a volunteer bookkeeper or treasurer. RVA can also help match you to a community group looking for help in this area.

Please note that if you are a registered charity or have some experience of bookkeeping already, then you might wish to attend Treasurer Training instead – see here. If you are unsure which course is best suited to your needs, contact

The aims of this training session
  • To build an understanding of the record keeping requirements for a small community group, and what to be aware of
  • To ensure attendees see a sample way of keeping records via a spreadsheet for a small voluntary organisation
  • To give confidence about the financial issues that are likely to be faced by a small voluntary organisation.
What will you learn from this training session

The content covered will be tailored depending on the needs of delegates on the day. However typically you will:

  • Understand your financial responsibilities as a committee or trustee of a small community group
  • Understand requirements to keep accounts and how they should be reported
  • Understand and have seen an example of a simple receipts and payments accounts using the Charity Commission template
  • Be aware of governance issues facing small community groups
  • Know how to record income, expenditure and balances along with reporting for special projects and restricted funds.
  • Be able to determine if your group requires additional reporting or help
Who should attend

The training session will be open to up to 12 delegates. It will be aimed primarily at volunteers who are involved in small community groups in Reading, but will also be suitable for volunteers who are stepping up to a committee role. If your community group does not provide services in Reading, please contact us in advance of booking.

Please note this training session is limited to organisations delivering services in Reading. If your community group does not offer any services in Reading please contact us before booking at and we will put you on the waiting list.


The course will be delivered by Rachel Eden of Holy Brook Associates. Rachel is a qualified accountant and member of the Chartered Institute of Management Accountants. She has delivered a wide range of technical training for accountants and for the voluntary sector.

Post-course support

Each attendee will be entitled to up to one hour’s post training email support to follow up on any issues covered on the course.

Cost and delivery

We have secured a reduced rate for this training session of £40, which includes an online discount. The course will be delivered online via Webex. Joining instructions will be provided after booking.


Type of event
Event theme
Voluntary sector
Event date
24 September 2020
Start time
End time
01189 372273
Address line 1
Online session. We will send you the link when you have booked your place.
Wheelchair accessible?
Not specified