<h1>OUR SERVICES</h1>
<a href="#">
</a>
<h3>
					<a href="#">Expert Finance Services</a></h3>
With our strategic and operational support, not only will you obtain value for money by engaging services with a competitively priced, you’ll also go way beyond your statutory reporting requirements. This means you’ll receive a service that’s tailored specifically to your school’s needs. What’s more, you’ll benefit from our consultants’ extensive experience within this complex and specialised area.
<h3>Strategic Financial Planning</h3>
● Provision of bespoke budget planning and monitoring software
● Annual budget setting
● Costing of the School Improvement Plan
● Curriculum costing
● Budget reforecast and out-turn reporting
● Development of three-year financial plan and deficit recovery
● ‘What if’ scenario planning
● Cash flow monitoring and management
<h3>Financial Systems and Accounting</h3>
● Fully trained consultants to provide on and off-site support
● Set up of robust office financial administration systems
● Support and preparation of monthly bank reconciliation
● Completion of VAT returns and VAT advice
● Advice regarding the treatment of revenue and capital expenditure
●Monthly/termly budget monitoring reports prepared for the head teacher and budget holders, including submission to the local authority
● Bespoke reports to enable the close monitoring of school activities (e.g. in-house catering provision, breakfast clubs, Universal Infant Free School Meals (UIFSM) monitoring)
● Year-end closedown reconciliation including accruals/prepayments and carry forward calculation
● Final closedown and new year system set-up including a review of the accounting structure
● Maintenance of the school inventory
<h3>Financial Governance and Audits</h3>
● Review of financial administration and control policies
● Procurement advice and support
● Risk management advice and facilitation
● Financial reporting to governors tailored to the committees' needs
● Attendance at governing body and committee meetings
● Internal and external benchmarking review and analysis
● Annual review of existing internal financial controls and recommendations for enhancements
<h3>Business Continuity</h3>
● Free remote access software to avoid additional call out visits
● Provision of a school bursar/finance service as a long term arrangement to reduce financial management costs
● Short term incapacity cover in the event of absence including sickness and recruitment
● Flexible telephone and email support service
<h3>Finance Training Courses</h3>
We deliver a wide range of training courses for senior leaders, governors, trustees and school finance staff.

Whether you’re looking for a specific course for one member of your team or you want to bring your governing body up to speed on a particular issue, you’ll find what you’re looking for in our extensive range of training courses. If it isn’t listed below we can tailor a training session to suit your needs.

Our extensive school finance training courses include, but aren't limited to:

● Process automation
● Introduction to school finance: We can teach you which financial returns are required to ensure you are compliant with requirements.
● Governor/Trustee finance training: An overview of finance responsibilities and school funding for your governing body.
● Changes to school funding: Updates on the current national funding formula, early years funding, pupil premium, sports grant etc.
● Annual budget setting: Learn how to set an effective and realistic budget taking into account all areas of income and expenditure.
● Medium term financial planning: It is important to plan for the future for effective budget management, we can advise you how to set a longer term plan, taking into account changes in pupil numbers, funding formula, staffing etc. that may effect your funding and expenditure.
● Excel training for school/academy based staff: Improve your excel skills and discover how to create useful information and reports by learning the most efficient way to use formulas, V Look ups etc.
● School Finance system training in a range of software including SIMS FMS, Civica Corero and Sage: Learn how to process orders and invoices, bank reconciliation, budget monitoring reports and LA returns.
● Financial Management and Governance Self-assessment: Onsite support available for Governing Bodies of academies to complete the returns.
<h3>
If you would like more information about any of the above services, please get in touch:</h3>
[weforms id="1898"]