A single page up front: where cash stands, how each fund is tracking, what changed since last meeting and which decisions the board needs to make.

For the reporting principles behind it, read NPO management accounts and board reporting.

Income statement and balance sheet laid out for directors and trustees, with fund columns where restrictions apply — not a raw trial balance.

The numbers come from a closed ledger, kept current through our NPO bookkeeping service.

Each major grant’s received, spent and remaining balance, so the board sees the same story your donor reports tell.

See donor reporting for NPOs for how grant positions feed funder reports.

Bank balances alongside committed spend, upcoming payroll and grant tranches expected — so the board knows how many months the organisation can run.

Pair this with financial controls for NPOs on approvals and banking access.

Spending against the approved budget by programme or fund, with variances explained in plain language rather than left for the meeting to guess at.

We agree the budget format with your treasurer at the start so comparisons stay consistent month to month.

A short note on what needs attention: overspent lines, slow donor income, VAT, tax or payroll questions, and anything an auditor is likely to ask about.

When questions go deeper, our VAT, tax and audit teams are in the same practice.

We walk your treasurer through the pack before the meeting so questions are answered in the room, not deferred to the next one.

Board members who want to read the numbers better can look at our NPO training and development.

Packs timed to your board calendar and funder reporting cycle, so the finance papers arrive before the meeting rather than on the night.

Year-end ties back to the same numbers in your NPO annual financial statements.

A consistent finance-pack template your board can learn to read, set up once and refined as the organisation grows.

Not sure where to start? A Needs Analysis shows what your current pack is missing.