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 2
Available places 8
Registration closes Mon 12 Jul 2021 12:00 pm
Notes £15 for member clerks
Speaker Gill Lungley
Location WALC Zoom Room

9.45 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

Clerk and WALC Tutor

Gill has been involved with local councils since the early 1990’s first as a parish councillor and then as the clerk to a variety of parish councils across Worcestershire, where she currently works part-time. Gill holds a BA (Hons) in Business Studies and has achieved the Cert HE in Local Policy Studies (the forerunner to today’s CiLCA qualification) from Cheltenham and Gloucester College. Ongoing CPD has seen her gain the CiLCA 2012 additional requirement so that her councils are able to adopt the General Power of Competence, where eligible. Having worked alongside various trainers for WorcestershireCALC Gill added to her qualifications with PTLLS (Preparing to Teach in the Lifelong Learning Sector) to support her in the delivery of her informative training sessions.

This event is being run by