Financial services: products and services
The Financial Services team provides innovative, business focused systems and solutions to support educational settings. The team offer bespoke advice for leaders of schools and academies to plan, manage and control financial resources to achieve strategic educational objectives and to be compliant with statutory reporting requirements.
The team has a wealth of experience and offers complete financial management support that includes, bursar, financial systems management, training and development for schools and academies, regardless of their size or location.
Maintained schools
The Financial Services team has many years of experience in supporting maintained schools to meet their financial management and planning responsibilities.
Services can be tailored to ensure that a school is compliant with their local authority requirement.
Schools can either opt for regular support contracts or pay-as-you-use services. The team can either deliver a full bursar service or work with your school’s finance staff to ensure that reporting and management responsibilities are met.
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Financial services: maintained schools
Academies
Whether you are a school considering conversion to academy status, have applied for conversion, have already converted to academy trust status or are expanding to a Multi-Academy Trust, the Financial Services team can help.
The team includes a range of skills and experience, including:
- fully qualified accountants
- ex-school business managers with strong backgrounds in school financial management
- team members who worked at finance‑director level in Multi-Academy Trusts
- team members with extensive experience of financial management and reporting in schools of all phases
We also work closely with a number of audit firms to ensure a streamlined process for managing financial reporting and management requirements.
Services can be tailored to meet individual needs, and bespoke advice is given to academies on how they can be supported further in meeting financial reporting and management requirements.
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