08451 390043 
07880035853 
 
 
 
 
 
 
 
 
 
 
 

What We Do | Specialist Education Sector Accountancy 

Academy Trust Schools come to us because we understand their challenges. If you are about to convert, recently converted, or an established Academy Trust or School, then you’re in the right place. Finances need not be a headache. If everyone knows what they’re doing and the right systems and processes are in place behind the scenes, it becomes easy to stay on track. We help Academy Schools to reach that point. 

We help with  

Financial planning 
Putting systems and processes in place 
Preparing financial statements, year end accounts and budget forecasts 
Meeting key government (ESFA) deadlines 
Accounting and budgeting software requirements 
Training for key staff members and governors 
 

Ongoing help and assistance  

Regular contact with the schools we work with ensures that their financial records stay in good order. You should always be wary of a “hands off” accountant who you never see. 
 
We check regularly to see that our schools are maintaining the right financial records and nothing has been missed. That way there are no surprises when the auditors come in. 

Additional services  

As well as offering accountancy services, we can also recommend specialist help in other areas. If someone in your finance function leaves, we can step in to provide interim support. We can also recommend trusted associates in HR and IT support. 
 

Financial Returns - Key Dates  

Financial statements deadline - 31 December 2019 (for the year ending 31 August 2019) 
Accounts return deadline - 20 January 2020 
Budget forecast return outturn (BFRO) deadline – May 2020 
Budget forecast return deadline – July 2020 
 
If your school needs help to meet a deadline, or to get the right systems and processes in place, or you’d simply like to have a no-obligation conversation with a specialist accountant. 
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