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We provide specialist, professional services for all aspects of school financial management from system support, processes, procedures and compliance to financial planning, modelling, forecasting and deficit recovery.

 Subscription Options.docx​​​​​

​With 3 levels of support to choose from and opportunities to purchase additional services, we can provide you with a bespoke package of support tailored to meet your needs. 

We will provide you with:

  • telephone and email support through a dedicated helpdesk staffed by experienced school finance officers
  • financial advice; whether it's on day-to-day matters, or more complex budget / funding support
  • advice and support to meet the requirements of the Scheme for Financing of Schools
  • guidance and advice that complies with Audit and Financial Regulations for Schools
  • support on navigating and understanding new statutory requirements and funding streams
  • tools to assist with budget setting / indicative forecasting and to support with reconciliations
  • co-ordination, instruction and support to fulfil statutory reporting requirements
  • Finance e-newsletters and regular updates relating to current and topical issues
  • a range of supplementary financial support services
  • access to one-to-one high-quality training and development, tailored to meet your individual needs
  • regular opportunities to attend valuable sessions to support your professional development, knowledge, understanding and boost your confidence in a range of topics

Quotes from happy customers:

"The support and advice we receive from our School Finance Officer is always timely, accurate and exceptionally helpful.  She shows excellent understanding of the complex issues facing schools regarding managing budgets and, in particular for our school, always takes time to effectively address our individual issues".

"We receive excellent support from our SFO and the whole Finance team which, with a new Finance Administrator, has proved to be invaluable with detailed training and help whenever needed.. The recall and knowledge of our school budget / personal scenarios is impressive given our SFO has a number of schools to manage and we look upon her as an integral member of our team with valued opinions and advice.  We can highly recommend their services and appreciate timely reminders/guides and training whenever relevant".​

"Our finance officer has regularly provided clear, prompt and friendly support and advice. Nothing has been too much trouble, even when calculations or figures have been needed at very short notice. The preparatory work for budget setting and revision is excellent; it helps a complicated process run smoothly"​.​