Preparing for the year end

Annual accounts without the panic

Feel confident. Save time. Reduce stress.

Year‑end accounts don’t need to be overwhelming. This practical, friendly course helps you feel prepared, organised, and in control - long before deadlines approach. It could even save you money on accountancy costs.

What you’ll cover

• When to start planning for annual accounts
• What information your accountant or examiner will need
• What should go into the Trustees’ Report
• Key accounts terminology explained clearly
• A walk‑through of a sample set of accounts so you know what to look for.

Why attend?

• Feel confident and prepared at year‑end
• Make the accounts process smoother and more efficient
• Better understand and review your charity’s finances.

Who is it for?

Anyone involved in or interested in charity finances - managers, bookkeepers, trustees, and treasurers.

About the trainer

Led by Claire Welling, WYCAS Training Officer, with 25+ years’ experience making charity finance clear, practical, and approachable.

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