CASHFACTS are written specifically for small charities and community groups and aim to give you the financial skills needed to run a successful organisation.

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There are some subjects we don’t plan to cover which are related to financial management. Next to each of these below is a link to CASHFACTS Other subjects, where we provide details of resources on other websites.

Accounting for cash

How to account for cash including how to set up and maintain a petty cash imprest system.

Audit and independent examination

How to prepare for an audit and or independent examinations. Being prepared can cut your costs.

Bank reconciliation

A step-by-step guide to carrying out a bank reconciliation, an essential tool for checking the accuracy of your bookkeeping.

Charity tax: an introduction

An introduction to tax for small charities and community groups. It includes income tax and national insurance, tax and freelance workers, tax and volunteers, when charities have to pay tax on income and charity tax relief, corporation tax, and charities and VAT.

Financial controls (campaign group)

Reduce the risk of fraud and mismanagement and understand your finances.

Finance worker

The role of a finance/administration worker in a small charity including monthly and annual tasks.

Financial health checks

This factsheet will help you test the financial health of your organisation. It covers key areas including the role of the trustees, handling cash, payroll and reserves.

Full cost recovery

You can include overheads in applications to the majority of funders. It’s called full cost recovery. This factsheet shows you how to do it.


This factsheet covers writing applications/bids and gives a brief introduction to online fundraising. It includes identifying projects, producing budgets, identifying outcomes and outputs, matched funding and partnerships, monitoring and evaluation and the world of grants, contracts and service agreements.

Payroll: CASH’s advice & guidance

CASH advises groups to use a payroll service, however even if you do use a service there are things you need to know about your responsibilities as an employer. This factsheet is also relevant to groups who do run their own payroll.

Small charity & community group online resources

A brief introduction to various UK organisations providing resources for small charities and community groups.

Unit costs & pricing

How to work out your unit costs & pricing. This will make your bid writing more accurate.

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