Frank Julie & Associates: Consultants - Advisors - Strategists - Facilitators
  • Introduction
  • Latest article: Networking by design not by default!
  • Frank Julie's background
  • In-house workshops
    • Special benefits to clients
    • Training methodology
  • Workshop contents
    • Leadership and Management of NPOs
    • Professional fundraising: Principles & Practices
    • How to write the winning proposal
    • How to get your Board on board
    • Strategic planning
    • Personal leadership and life management
    • Effective money management
    • Marketing & Media for NPOs
    • Financial Management for Non-profits
    • Effective Networking for Sustainability
  • Professional Job Seeking Skills
  • Books by Frank Julie
    • The Art of Leadership & Management on the ground>
      • Introduction to the book
      • Foreword by Professor Linda Cooper
      • Contents
  • Resources & Links
    • Management articles
  • Clients
    • Clients served
    • Feedback from clients
  • Donor Resources
    • Children, HIV & AIDS focus
    • Contributors
    • International
    • South African
    • Youth Development focus
  • Project: Leader to Leader - Leading from where you are!
  • Workshop pictures
  • The myth of academic based leadership training
  • 13 steps to develop a NGO financial sustainability strategy
  • 18 ideas to avoid a funding crisis
  • 13 Less known habits of highly effective leaders
  • YoungPeople@Work Volunteer Project
  • Train-the-Trainer Course
  • Contact details

Effective Financial Management for Non-profits

  • What is financial management, accounting, responsibility
  • Financial controls
  • Aspects of a financial policy
  • Budgeting
  • 4 types of budgets
  • 5 stages in drawing up a budget
  • The budgeting checklist
  • Developing a financial strategy
  • Monitoring your finances
  • Reporting to donors
  • The external audit
  • What documents auditors require
  • The audit report
  • The director’s narrative report
  • The balance sheet
  • The Income and expense statement
  • Notes to the audit statement
  • Review of your annual financial statements -  a checklist
Powered by Create your own unique website with customizable templates.