Our Financial Management Support Service - Standard includes:

• The allocation of a named Finance Offer to work with your school.
• The production of a detailed multiyear financial plan.
• Financial support through school visits.
• Telephone and e-mail support.  
• System support for schools using SIMS FMS or Agresso.
• Our crucial Budget Planning Software that provides you with immediate and easy viewing of 5 year financial forecasts and scenarios, a ‘quick calculator’ for estimating staffing cost as well as a secure document store for your school’s financial reports and other relevant documents.
• One 3 hour meeting per term.
• A written report to governors following each visit.

Our Financial Management Support Service - Enhanced includes:

• The allocation of a named Finance Offer to work with your school.
• The production of a detailed multiyear financial plan.
• Financial support through school visits.
• Telephone and e-mail support.  
• System support for schools using SIMS FMS or Agresso.
• Our crucial Budget Planning Software that provides you with immediate and easy viewing of 5 year financial forecasts and scenarios, a ‘quick calculator’ for estimating staffing cost as well as a secure document store for your school’s financial reports and other relevant documents.
• Two 3 hour meeting per term
• One termly report to Governors.

One additional service can be included - this will be discussed on an individual school basis to meet strategic need.

This is a service tailored specifically to meet your school needs.  Please contact us to discuss your requirements.

Our Financial Management Support Service - Bursar Service includes:

• The allocation of a named Finance Offer to work with your school.
• The production of a detailed multiyear financial plan.
• Financial support through school visits.
• Telephone and e-mail support.  
• System support for schools using SIMS FMS or Agresso.
• Our crucial Budget Planning Software that provides you with immediate and easy viewing of 5 year financial forecasts and scenarios, a ‘quick calculator’ for estimating staffing cost as well as a secure document store for your school’s financial reports and other relevant documents.
• 10 monthly 3 hour meetings per year and is tailored to meet your individual needs. 

Our Finance Business Management Support Service is tailored to meet your individual needs and can include:

• New for maintained schools, the serivce now includes additional value in the form of a Financial Health Check every 3 year.
• The allocation of a named Finance Offer to work with your school
• The production of a detailed multiyear financial plan 
• Financial support through visits, telephone and e-mail
• System Support for either SIMS or Agresso
• Weekly 3 hour meetings during term time to cover strategic financial tasks for your school
• Written report to governors.

Section 3.5 of the Academies Financial Handbook requires every Academy Trust to have a process in place for independent checking of financial controls, systems, transactions and risks.

Our Internal Audit Basic Service provides:

• Two visits per academic year to undertake practical transactional testing and review of processes in your academy.
• An internal audit report to Governors highlighting any areas of concern and with relevant recommendations and action plan.  

Section 3.5 of the Academies Financial Handbook requires every Academy Trust to have a process in place for independent checking of financial controls, systems, transactions and risks.

Our Internal Audit Enhanced Service provides:

• A termly visit to undertake practical transactional testing and review of processes in your academy.
• An internal audit report to Governors highlighting any areas of concern and with relevant recommendations and action plan. 

The Payment Processing Service is a service that offers schools an experienced member of the schools finance team to undertake the routine financial processing of the schools financial activities at the school on a weekly basis.

The Payment Processing Service is a service that offers schools an experienced member of the schools finance team to undertake the routine financial processing of the schools financial activities at the school on a fortnightly basis.

The SchoolsBPS Budget Planning Software Enhanced Option provides your school with access to a web based financial planning tool, providing you with the ability to create 3-5 year financial forecasts and scenarios.

The SchoolsBPS Budget Planning Software Enhanced Option provides your academy with access to a web based financial planning tool, providing you with the ability to create 3-5 year financial forecasts and scenarios.

We will set up the SIMS FMS Asset Register module at your academy on your behalf.

This new dashboard provides you with an easy and visual way to view your financial data to aid understanding and support effective and accurate financial planning.  It is designed to be intuitive to any user, whether an experienced school business manager or a governor with no prior financial experience.

We will provide you with an audit of your Teachers' Pension Scheme.

The automated pay check facility extracts payroll information from the corporate ledger and imports it into the Budget Planning Software (BPS). This creates a monthly payroll variation report, comparing actual salary data vs budgeted salary data. The benefit of this facility is that it will save your school time, and ensure this essential task is undertaken.

We can offer you a truly bespoke financial package.  Please contact us for more information.