Management Support

The Financial Services team are highly experienced and qualified finance professionals who provide a full range of high quality financial services to schools.

Our services include:

• On site visits and remote access system support
• Enquiry and advice service
• Closure support
• Production of monitoring reports
• Help with the administration of your bank account and VAT returns
• PC Anywhere to update your SIMS system
• Provision of Training for School Staff and Governors

Basis of charge
There are standard support packages, tailored for Secondary and Primary Schools. In addition there is an option to procure Bursar and additional support.

The Secondary package includes:

• Provision of annual budget pack
• Forward Planning
• Benchmarking
• Budget Monitoring
• Capital planning
• System support
• Completion of sales invoices
• Processing of income analysis sheets and internal invoices
• Local bank account
• VAT advice
• Loans to Schools Scheme
• Leasing
• Use of Purchase Cards
• Completion of the Statutory returns
• Year end processes

The Primary package includes the items listed above plus the following below:

• Provision of school budget setting visit

• Forward Planning support & maintenance

A Bursar Service includes the following:

• Processing reconciliation files
• Checking staff commitments
• Processing budget virements
• Production of standard SIMS report
• Assisting with reconciliations

Additional support available:

• Update on Schools Forum issues
• Assistance with grant applications
• Provision of training
• Clerk duties
• Pre academy advice and support