Building Financial Capacity: Fitter Finance

Does your organisation need support to improve financial management, accounting and budgeting?

The Fitter Finance Project funded by Capacitybuilders has produced an easy-to-use online 'community accountancy' toolkit for front-line groups and Community Development Workers.

Based on the needs of front-line groups this tookit provides a simple and easily understandable explanation of the basic principles needed to manage the financial aspects of a voluntary and community organisation.  It includes a glossary of specialist terms and an appendix of blank spreadsheets that can be downloaded and used. 

Click here to access the entire toolkit now  (PDF format)

Download templates: (All in Excel format)

• Simple Petty Cashbook
• Analysed Petty Cashbook
• Annual Budget
• Measuring against Budget
• Cashflow Statement
• Bank Reconciliation 

The project which ended in June 2008 has also

• provided ‘community accountancy’ related training, mentoring, support and advice for Hampshire’s voluntary sector support bodies (including CVSs) that will enable them to cascade good practice information to local frontline organisations
• provided a pilot of training need assessment (TNA) on finance for frontline voluntary and community organisations
• developed a training and development plan in an appropriate and cost effective manner meeting the financial development & training needs of frontline organisations in those pilot areas of Winchester and Basingstoke where Training Needs Analyses (TNAs) have been conducted;
• developed a network of voluntary sector professionals with key community accountancy skills
• assessed the longer term viability of providing community accountancy services to frontline groups, to include basic financial management and independent examination of accounts through the ‘professionals’ network
  
  
  Project Newsletters

Newsletter 1 (PDF format)

Project timeline (PDF format)