10 am - 11.30 am

This two-part course is recommended for new Clerks with financial responsibilities. We'll provide clear guidance through the year-end finance process with lots of opportunity for questions in an informal setting. The tutor is an experienced Clerk with many years of successfully managing council finances.


Thursday, 2 February 2023


Held online


Julie King


£60 for subscribers | £75 for non-subscribers

This course will be held over 2 parts. Part 1 (online) will cover: 

  • An introduction to the financial year-end

  • An understanding of what will need to be completed before the year-end

  • Actions that will need to be completed after the year-end and ahead of attending part 2 at the end of April

This course is being held in early February to allow time to appoint the internal auditor, carry out important checks, such as risk assessment and reviews of key policies, at a meeting before the year-end, if found necessary.

Part 1 - is being repeated on 7 February from 7 - 9.30 pm with Sara Campbell.

Part 2 (included in the course fee) will be held on 26 April at The Costessey Centre near Norwich.  Choose either the 10 am – 12 noon or 12.30 pm – 2.30 pm session.  Bring along your accounts and your laptop and we'll help you to draft your annual return (AGAR) and leave with a list of what needs to be done next.


We'll send you a link via email a day or two before the session is due to be held, so you can just click on the link to join in. You'll need a laptop, tablet or smartphone with a camera; if you haven't tried this technology before that's fine - we'll happily conduct a quick test session with you the day before if you like.

The average satisfaction rating for the year-end courses held in 2022 was 100%

Feedback from previous end of year finance courses:

For a newcomer, this was an excellent training session delivered in a relaxed, informative manner by a very experienced tutor.

Incredibly helpful course – very informative and clearly set out with good handouts​.

Very informative, it’s made me feel much more confident about the year-end process and I have easy to follow, step by step instructions to follow.

Very useful and comprehensive yet straight-forward training - thank you!

I definitely feel better prepared now.

​This totally hit the spot for me. Having attended a session from another provider, which was completely chaotic and confusing, this was a breath of fresh air!

Excellent training session – lots covered but really helpful and in good depth​.