We understand that schools/Academies will have individual needs and different levels of expertise. We therefore offer a range of service levels tailored for all your needs.

This includes:

  • Budget preparation in line with the whole school Development plan
  • Budget monitoring on a monthly basis (Croydon audit requirements)
  • Production of various budget scenarios enabling schools to identify potential problems                         
  • Attendance at Governors’ Meetings
  • Preparation of quarterly income and expenditure statements required by the LA
  • Cash flow Statements
  • Year-end financial returns for both LA and DfE (CFR).
  • Advise and preparation on Audit requirements (SFVS)iStock_000013088430XSmall
  • Completion of financial information for OFSTED inspection (SEF)
  • Training for Admin/Finance staff on finance related areas
  • Benchmarking ( to ensure best value)
  • School workforce advice and preparation
  • Assistance with policies and procedures
  • HR-salary issues
  • Sickness/absence cover for finance staff
  • Recruitment of Finance staff
  • Management of Budgeting software linking with P7/FMS6
  • Setting up BACS facilities within FMS6
  • Management and processing of E procurement cards
  • Monthly processing/reconciliations
  • Advise on Internal controls for the School fund
  • Requirements/needs of school e.g. Governors’ Reports
  • Telephone advice/Queries
  • Support with any  School Business Projects at schools and/or with cluster groups

 

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