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 visit 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 visits per term
• One termly report to Governors.

The termly operational visit (3 hours) can focus on on any of the following:

• Benchmarking 
• Scenario (financial) planning
• Systems support
• Bespoke training
• Payment processing 
• Monthly returns
• Recruitment support
• Financial dashboard
• Academy conversion support
• Bespoke consultancy

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 visits 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:

• 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 visits during term time to cover strategic financial tasks for your school
• Written report to governors.

For academies using the SIMS FMS system that require a more light-touch level of support, the Telephone and Email Support Service provides you with access to a helpline.

System upgrades and guidance on new functionality are included.  

We will support you to complete VAT126 or Registered VAT returns and to produce reports tailored to your management accounting requirements.  

For academies using the SIMS FMS system that require a more light-touch level of support, the Telephone and Email Support Service plus a Termly Visit provides you with access to a helpline as well as a face to face visit per term for assistance, training and support.  The visit focuses on reports including reconciliation to the audited accounts, in accordance with external auditor's instructions.  System upgrades and guidance on new functionality are also included.  

We will support you to complete VAT126 or Registered VAT returns and to produce reports tailored to your management accounting requirements.  

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:

• Advice and guidance on financial oversight, planning, internal controls, financial management and monitoring arrangements.  
• 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:

• Advice and guidance on financial oversight, planning, internal controls, financial management and monitoring arrangements.  
• 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.  
• Appropriately adapted policies and procedures for the governing body to discuss and adopt delivered as an additional visit. This will enable the Academy Trust to meet the requirements of Financial Management and Governance Self-Evaluation (FMGS).

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.

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

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.

This check assesses a school’s current financial position to test if systems, skills and procedures could be improved and aid longer term capacity. Three tiers of health check are available with differing degrees of support.

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.