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.

Helpful reading

If you found this useful, why not try:

Rough guide to the legislation on accounts

Glossary of accounting terms

Reserves basics