We understand that schools have individual requirements 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)
• 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
• Production of Business Continuity Plans (SFVS)
• Data Analysing
• Telephone advice/Queries
• Support with any  School Business Projects at schools and/or with cluster groups