We provide a wide range of relevant business and accountancy services to the sector including:

Acadamies

• Support on conversion
  Advice on selection of accounting package, including decision on system, design of accounting structure, implementation and training.  Review of existing financial processes, updating and creation of academy finance manual
• Responsible Officer 
  Support to the RO or performance of the role on behalf of the officer.
• Financial Services Package
  A full finance services package is available to small academies.
• Accounts preparation
  Year end accounts design and drafting, including model accounts and more complex disclosures on transferred assets, leases and pensions.
• Ongoing services.
  Advising on limited company accounting, completion of YPLA returns, cash flow management.
• Company secretarial services
  Dealing with all secretarial compliance matters.
• VAT
  Advice on decision to register, partial exemption issues and ongoing compliance.
• Trading 
  Advice on creation of trading subsidiaries, development of commercial activities and related corporation tax issues.

Independent schools

• 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.

We would be pleased to tell you more about how our services could assist you. Please contact Geoff Tarr, Neil Raven, Michael Graves.