School Finance Consultancy

With our School Finance Consultancy, you can rest assured that your school’s finances are in capable hands. We offer expert guidance and support on budgeting, auditing, and much more, tailored to your needs. Whether you need strategic advice or hands-on assistance, we’re here whenever you need us to ensure your financial management is always in order.

Education finance advice through our helpline and on-site

Through our School Finance Consultancy, our experienced education finance advisers are ready to provide the guidance and support your finance team needs. Whether you require quick advice or in-depth assistance, members benefit from access to a responsive helpline, a dedicated finance adviser, and personalised on-site support tailored to your specific needs.

Accounting officer and governor training for academies

Our training programs equip your accounting officers and governors with the knowledge and confidence to fulfil their financial statutory duties. We ensure they fully understand their roles, responsibilities, and the essential financial regulations required for effective governance.

Multi-academy trust financial management

We offer high-level strategic financial management advice for MAT boards, alongside practical, day-to-day finance support, tailored to your needs. Whether you have an in-house finance team or require extra resources to fill finance roles, you decide the level of support that works best for your organisation—delivered exactly when you need it.

Audit preparation

Audit preparation can divert valuable resources and attention away from improving pupil outcomes. We’re here to ease that burden by guiding you through the audit process, offering expert advice on record-keeping, and providing the assurance that your finances are fully in order.

Budgeting

Our team of education finance specialists brings extensive experience in school business management, offering full support for your school, academy, or MAT. From budget setting to ongoing budget management, we provide the expertise you need to ensure financial stability and success.

Financial benchmarking

Our experienced education finance specialists can help you set meaningful financial benchmarks, identify spending patterns, and ensure that your expenditures remain aligned with improving pupil outcomes. We provide the insights you need to make informed financial decisions that directly benefit your students.

Reviewing and updating your financial procedures manual

We help your school stay compliant and follow financial best practices by conducting a thorough review of your financial procedures manual. Our specialists ensure that it is up-to-date with the latest changes and regulations, providing peace of mind that your school’s financial operations meet all necessary standards.

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

As a member, you’ll gain full access to a wealth of finance and budgeting templates, policies, and resources designed to help you meet your financial obligations with ease. CEFMi, our comprehensive online policy, guidance, and advice service, is tailored specifically for schools, ensuring you have everything you need at your fingertips.

Finance support that grows with you

Our finance support services adapt as your needs evolve or as your organisation grows. Members have the flexibility to scale up their support by purchasing additional services in advance or opting for a pay-as-you-go model, ensuring you receive the right level of service at the right time.

Get a free quote based on your school finance needs

For a no obligation quotation or to request a visit from one of our team to discuss how CEFM can help your school contact us today:

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