Schools' Finance Support

  • Schools’ Finance Support

  • Budget Planning

  • The Team

  • Day to Day Support

  • Budget Monitoring

  • Ad Hoc Services

  • Training


Greater clarity promotes confidence

We have put together a flexible school finance support package to help to give you, your leadership team and your governors the clarity, confidence and assurance that your finances are being well managed.

Each school has different requirements and needs a different level of support, which is why we allow you the flexibility to buy only the services you require whilst still receiving individual attention from one of the members of our professional team.

Schools’ Finance Support

With our additional options we can work with the Headteacher and/or School Business Manager to assist with the production of budget monitoring reports which can presented to your finance committee. Using our services can give your governors the reassurance of an independent overview of your finances.

Budget Planning

The team has a wide breadth of knowledge and experience in schools’ finance. All of our team have either an LA finance background or have worked in schools as School Business Managers. Between us we have qualifications in accountancy, school business management and members of the team work as Associate Trainers with the NASBM and National College.

Whatever level of support you buy into you will have a named member of the team who will take the lead in supporting your school.

The Team

We can offer day to day helpdesk telephone support on FMS and monthly reconciliation queries. If a member of the team is not available to answer your query immediately then you will receive a call from one of our team as soon as possible.

Depending on the level of service chosen we can assist the school with income allocation, virements and the loading and allocating of the budget.

Day to Day Support

With our additional options we can work with the school to produce termly budget monitoring reports which you can present at your governing body meetings.

Budget Monitoring

As and when you need them you can buy additional support days to cover:

• Assisting with the recruitment process of new school based
Finance staff including being part of the interview panel
• Working with the Headteacher and SLT to produce additional
budget scenarios once the initial budget has been set
• Attendance at governing body meetings
• Assistance with benchmarking
• Additional one to one training
• Additional budget monitoring assistance

Ad Hoc Services

We are able to provide on-site FMS training to new members of your team or alternatively, staff can attend our scheduled termly Introduction to FMS course. We provide training on Equipment Register and offer a range of courses to support the administration of the school including courses in Word, Excel, Pupil Data Management ( and Assessment.

For further information see our Training Page