Finance Training and Support

Specialist finance support for your school or academy, when you need it.

Finance teams don’t always grow at the same rate as the workload placed upon them. Whether you are a school, academy, MAT or free school, our helpdesk and specialist finance consultants can provide your team with the support it needs whenever you need it.

We will give you the assurance that your finances are in order and help you meet all your budgeting and reporting obligations.

The main features of our finance service are highlighted below.

Please request a quote or get in touch for further information.

Service Features

Finance Support

  • On-site training
  • On-demand helpdesk
  • Dedicated consultant
  • Education finance specialist
  • Finance system knowledge

Academy Conversion

  • Funding availability
  • Finance systems
  • Banking & accounting
  • Reporting & budgeting
  • Skills & workload

MAT support

  • EFA compliance
  • Reconciliations & returns
  • Systems & reporting
  • Staff training
  • Audit assistance

Training & guidance

  • LA requirements
  • EFA obligations
  • Schedule of submissions
  • Payment schedules
  • Policies & procedures

Knowledge Centre


Conversion Guidance

Planning on becoming an academy?

Academy & MAT resources

Download helpful information

Service Solutions

Our academy and MAT services

Case Studies

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