Clerk's Toolkit: Bookkeeping Basics

Clerk's Toolkit: Bookkeeping Basics

This session will concentrate on Bookkeeping Basics and is suitable for Clerks who are new to clerking and faced with managing the council’s accounts might be wondering where to start and what information do they need for their records.  It will also be a good refresher for more seasoned Clerks.

Event date Tue 13 Jul 2021 10:00 am
Event Ends Tue 13 Jul 2021 1:00 pm
Registered 1
Available places 9
Registration closes Mon 12 Jul 2021 12:00 pm
Notes £15 for member clerks
Speaker Gill Lungley
Location WALC Zoom Room

9.30 am

Zoom Meeting Room

will open for pre-session chat.
There will be scheduled breaks during the session.

10:00 am - 1:00 pm

Bookkeeping Basics

We will look at

  • setting up basic spreadsheets,
  • what information needs to be shown to comply with the Transparency Code requirements
  • how to tie our minutes in with the accounts,
  • how to do a bank reconciliation
  • what to expect from the internal auditor
  • how to prepare for the internal audit.


1.5 CPD Points



for officers from member councils with a budgeted income of over £6,000

£10.00 for officers from member councils with a budget of £6,000 or less

£50.00 per delegate for non-member officers


Free places for Clerks Toolkit

We are offering 6 Clerk Toolkit Sessions for the Price of 5. This offer is per person and not per council.


For those intending to complete the CiLCA qualification

this session is particularly relevant to LO14 and LO15 of CiLCA Unit 3.

Terms and Conditions of Registration

Please read

Full terms and conditions of registration


Gill Lungley

Gill holds a BA (Hons) in Business Studies, and started working for parish councils in 1991 and gaining the Cert. HE Local Policy Studies from Cheltenham and Gloucester in 1995 and a BTec in similar subject from Worcester College. Then, because Gill loves the subject and wanted to share it with a wider audience she took the PTLLS qualification (Preparing to Teach in the Lifelong Learning Sector) in 2009.

Experienced Clerk

Gill has worked for one PC for 11 years, then took a break of 3 years before returning to clerking and have now worked for another 6 councils ranging in size from electorates of more than 5,000 to less than 400.

Valued Tutor

She has represented Worcestershire as county representative at SLCC’s NEC and is a member of the Institute of Local Council Management, which means that she keeps up to date with personal training and CPD. Currently Gill works part-time for two parish councils as well as delivering CALC training.

This event is being run by