Finance Consultancy - MATs and Single Academy Trusts Core Package

Consultancy, Subscription

The SLT, Governors and Local Authority need to see an accurate picture of the school finances which starts with the budget, and the team can work with you to produce the necessary reports from the Financial Reporting Suite to monitor progress. Online Tools and Templates including:

  • Salary Calculator & Budget Tools – including budget submission & cash flow
  • Year End Template & Guide
  • Mapping Tool to align the chart of accounts to management reports
  • Asset Management Planning Tool
  • Curriculum Capitation Planning Tool
  • Finance Policy Template.

Information, Guidance and Support, including:

  • Regular Updates and Monthly Newsletters to ensure you always have the latest financial information at your fingertips
  • Access to our helpdesk for telephone or email support each work day 9 -5.

Call us for support on funding issues, setting up reports or accounting queries.

  • All electronic tools are supported through the helpdesk
  • Access to the members only section of our website providing access to tools, templates and further information
  • Attendance at Bursar Briefings (1 place per briefing per school/federation).
  • Additional places can be purchased.

On-site Support providing up to 2 days for:

  • Budgeting
  • Setting up management reports
  • Projections of funding
  • Setting up electronic tools and templates
  • The first VAT return
  • Setting up the Fixed Assets Register
  • Preparation of cash flow reports
  • Supporting the production of the year end statements.

Support for new Heads and School Business Managers:

  • Induction Support for New Headteachers to provide an overview of the financial requirements of managing the Trust budget and provide support to understand the role of internal audit and the role of the Accounting Officer
  • Induction Support for New Bursars to discuss the financial issues directly related to your academy accounts.
Product Code: FCON-SUB-01004