Finance

Flexible financial expertise, advice and training for your school or MAT

Our finance services include:

Education finance advice through our helpline and on-site

Our expert education finance advisers are on hand to support, advise and guide your finance team. Depending on the level of support needed, members have access to our quick response helpline, a dedicated finance adviser and on-site support.

Accounting officer and governor training for academies

Our accounting officer and governor academy training supports your accounting officer and governors in their roles, and ensures that they understand their financial statutory duties.

Multi-academy trust financial management

We provide MAT board level strategic financial management advice, as well as hands-on day to day finance support as and when you need it. Whether you already have an in-house finance team, or need additional resources to cover the finance role, you set the level of support that’s right for you.

Audit preparation

Preparing for audits can be a drain on resources, pulling focus away from pupil outcomes. We can help you to prepare for audit and advise on record keeping, providing assurance that your finances are in order.

Budgeting

Our education finance specialists have significant experience in school business management and can support your school, academy or MAT with all aspects of budget setting and budget management.

Financial benchmarking

Our experienced education finance specialists can advise on setting benchmarks, helping you to recognise spending patterns and keep expenditure focussed on pupil outcomes.

Reviewing and updating your financial procedures manual

We can ensure that your school is following financial best practice and compliant with any changes or updates by carrying out a review of your school’s financial procedures manual, and updating it.

Risk management and internal scrutiny

We support academies and MATs with internal audit and scrutiny, identifying potential risk areas and testing internal controls, providing assurance that you are meeting the requirements of the Academy Trust Handbook.

Financial templates, policies and resources

Members have access to all of the finance and budgeting templates, policies and resources you need to meet your financial obligations, through CEFMi, our comprehensive policy, guidance and advice web service for schools.

Finance support that grows with you

Our finance support services can be scaled up to support you as you grow, or as your needs change. Members can purchase additional services up front, or pay as you go, so that you get the level of service that’s right for you.

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