Consultancy
Our vast experience and expertise within the Education sector enables us to offer a range of consultancy services in all aspects of education finance, whether this be to Local Authorities or direct to schools.
Our Consultancy Services include:
Short, medium and long term financial planning
Budget planning
Strategic planning, including support with production of the school budget
Deficit recovery planning
Assistance with production of financial reports
Review of funding arrangements
Financial “health check” for the Financial Management Standard
Independent Financial Review Programmes
Introduction to Financial Management including an overview of SIMS (FMS)
and SIMS (Personnel), an analysis of the school budget and the budgeting
process, highlighting responsibilities for budget monitoring and reporting to
governors
Setting up and training on all school financial software and in house payroll
Assistance with recruitment of financial personnel
Administration Staff Resource Reviews – a full assessment of the efficiency
and effectiveness of the school administration team, with recommendations for
improvements where necessary
Need assistance with assessing the resource requirements of the School
Development Plan?
We plan our consultancy to meet the needs of individual schools and/or Local
Authorities. Consultancy is charged at a daily rate, with the fee reflecting the
level of support required. Our rates are competitive and discounts can be
offered to clients taking advantage of our Annual Consultancy Support
Services.


