We understand that 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
  • Management reporting on a monthly basis.
  • Production of various budget scenarios enabling Academies to identify potential problems
  • Attendance at Governors’ Meetings
  • Preparation of quarterly income and expenditure statements
  • Cash flow Statements
  • Year-end financial returns in preparation for auditors
  • Preparation of EFA Budget forecast and Academies Accounts Return (AAR)
  • Advise on Financial Management and Governance Self-assessment (FMGS)
  • Internal Audit Service (formally Responsible Officer)
  • Training for Admin/Finance staff on finance/personnel related areas
  • FMS/Correro/PSFinancials –Finance package support.
  • Benchmarking ( to ensure best value)
  • School workforce advice and preparation
  • Assistance with policies and procedures
  • HR-salary issues
  • Sickness/absence cover for finance/Personnel staff
  • Recruitment of Finance staff
  • Management and processing of Academy Credit cards
  • Monthly processing/reconciliations
  • Advise on Internal controls for the School fund
  • Requirements/needs of school e.g. Governors’ Reports
  • Production of Business Continuity Plans
  • Telephone advice/Queries
  • Support with any  School Business Projects at Academies and/or with cluster groups

Academy Support Services

Please click on the link below for more information!

If you're a school or an academy looking for  
Financial & Business Management Support