Accounts template for small groups
Create your own annual accounts
Introduction
For almost any charity or company, when it comes to your Annual Accounts, it would be best to talk to your accountant. However, if you run a small group, especially one that is not registered as a charity or company, you may find this template is all you need.
It has guidance notes to help you produce your own accounts.
Key features
Suitable for unregistered community groups
Follows good practice, helpful for trustees and funders
Annual accounts that you can complete yourself
Download
Click the button below to download our free template. (Size: 41KB, Format: Microsoft Word)
Demo video
In the video below, we walk you through how to use our template.
Download transcript (Size: 16KB, Format: Microsoft Word)
Further support
If you need any help with our resources, feel free to contact us. We are happy to explain them and offer training. We can even redesign the tools a bit, perhaps expand them or develop new features, because these resources are fairly basic tools and they're not designed for everyone.
You may need to amend the tools yourself a little bit to suit your individual needs as an organisation, and we would encourage you to adapt them and make the resources work for you.
We hope you enjoy them and find them useful. Providing free advice and resources helps us achieve our own charitable goal, which is to help organisations run themselves more efficiently and effectively.
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