Our Finance Team offers tailored support to school leadership and business management teams, to help unravel the numbers and assist with budgeting and monitoring – leaving you more time to focus on education and welfare.

Our Budget Officer provides excellent support. They are able to provide appropriate advice using their knowledge of both finance and our school. The working relationship with them allows school to ensure that our budget is managed very effectively and efficiently. I cannot recommend our budget officer and her work enough!

Effective financial reporting

The service provides advice and support to schools and contribute to their effective financial reporting through:

  • Preparing monthly management accounts, bank reconciliations and year end accounts
  • Preparing VAT returns
  • Monitoring departmental and non-departmental budgets, advising schools on any significant budget variances
  • Prepare forecasts of likely financial position at year end
  • Maintain internal systems to enable reporting requirements to be met
  • Attend meetings to present finance reports and offer advice to Headteachers and governors
  • Ensure reports are prepared in line with the appropriate financial standards and reporting requirements.

Effective financial planning

We can also provide advice and support to schools in relation to effective financial planning through:

  • Preparing annual budget and cash flow statements;
  • Assist schools in the preparation of medium to long term budget projections;
  • Offer advice and support to clients as required;
  • Keep up to date in relation to key financial developments.

What do our services include?

  • On-Site Visits
  • Remote Support
  • Telephone Support

Why choose us?

We are proud to be an accredited support partner for the following finance systems that are used in Maintained Schools and Academies.

  • Access Education Finance
  • Bromcom Finance
  • SIMS FMS (ESS)

Our proud partners

Additional support

In addition to providing support for the finance systems above, we also provide support of the Access Education Budgeting Software which helps you create accurate, balanced school budgets and forecasts for up to five years, quickly model the impact of changes and produce powerful reports for even more robust planning and management and is used in over 9000 schools across the UK.

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