Independent Schools

• Accountancy Systems
Advice and assistance with school specific accountancy software.
• Management Accounting and Reporting
Advising on obtaining relevant management information from accounting systems.
• Interim Reviews
Reviews of accounting systems and management reports to provide additional assistance to governors.
• Support for bursars and finance staff.
Training for all levels of staff.
• Debt Collection and Management Advice.
Advising on managing outstanding fees.
• Fee Payment Advice
Advising on fee collection methods, including assistance for parents in meeting fees.
• Public Benefit Reporting
Assisting with reporting in this particularly high profile area.
• Governance
Providing governors with the information they need to understand their role and responsibilities.
• Risk Management
Assisting Governors in identifying major risks and appropriate steps to mitigate these, to enable an appropriate statement in the Trustee’s report.
• Taxation
Advising on tax efficient fundraising, Gift Aid and indirect taxation. Advising regarding tax aspects of charitable trading.
• Auditing and Accountancy
Annual Audits and assistance with compliance with the Charities Act and accounting standards, to allow production of best practice accounts without difficulty.

State Schools

• Audit and Assurance
Annual audits of both public and private funds.
• Accounting Systems
Assistance with operation of systems and compliance with reporting requirements.