Specialist, high quality advice to support in managing your academy finances by our qualified team

We provide a comprehensive financial advisory service to schools and academies, covering all aspects of finance, budget management and procurement. Our expert financial advisory service ensures school or academy resources are effectively used to obtain maximum benefit for pupils.

The service can be tailored to meet the needs of your school or academy, offeringa dedicated finance specialist team who will work with you on a range of projectsbespoke to your needs.

  • Dealing confidentially with strategic financial, HR and leadership issues whilstworking closely with the CEO, head teacher and governing body
  • Providing advice and support to the school or academy trust to reflect any legislative or policy changes
  • A “sounding board” for day to day problems and queries that may arise
  • Regular information bulletins on key issues
  • Support in developing your business model - this may include becoming a multi- academy trust and/or sponsor, or how you can work with your primary schools in a variety of ways
  • Access to procurement opportunities - we have recently supported over 50 academies procure academy internal and external audit services, helping them secure a better service and greater value for money
  • Budget preparation and financial management - academy and maintainedschools
  • Implementation and management of financial management system
  • Bank reconciliation, VAT, reporting, payroll costing, cash flow management and month end procedures
  • National and local school funding issues
  • Calculation of staffing costs and ongoing monitoring
  • Budget prioritisation and scenario development
  • Checking and prediction of income streams
  • Education Funding Agency self-assessment support
  • Cost reduction proposals and implementation
  • Procurement, contract negotiation and tendering
  • Curriculum modelling and costing

Latest News

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Schools North East Annual Summit

We are delighted to once again be attending the Schools North East Annual Summit on Thursday 11th October 2018 in Newcastle.  The key speaker is Her Majesty's Chief Inspector Amanda Spielman.  For further details on how to book, please click… Read More >

North East Academies Conference

Last week our directors attended the Schools North East Academy Conference.  Lots of interest in our services today at SNE Academies Conference in particular HR and MAT Development.  Why not contact us for a chat about what we can offer your… Read More >