The accounting needs of academies, MATs and schools that are looking to convert to academies, are unique and often complex. We can provide support and guide you through every step.

Our Promise

Since 2010, we’ve provided valued support and advice to around 20% of academies across Gloucestershire, Herefordshire and Worcestershire, and have recently extended our services to schools in Warwickshire. Alongside the compliance requirements of the Companies Act, Charities Act and the Education & Skills Funding Agency (ESFA), we’ve guided numerous schools through the conversion process, and assisted with everything from governance and day-to-day accounting, to the creation of multi-academy trusts.

We currently act for a range of academies – including small, rural primary schools, large secondary schools and faith schools – and work with both single schools and multi-academy trusts.

Providing Expert Advice

To provide our academy clients with the confidence they need and ensure that we are at the forefront of decisions being made in the education sector. We have an established team who’s experience of working with schools means they understand the complex accounting needs of academies, and have experience in converting single schools to MATs.

Working closely with Head teachers, Business/Finance Managers and Governors our aim is to ensure they are fully supported and receive expert advice and guidance throughout.

Sharing Our Knowledge

As part of our dedication to the education sector, we are keen to help schools across the region and offer practical advice through our free Academies Seminars. These seminars are open to clients and non-clients, and are ideal for head teachers, school business managers and governors. Speak to the team to find out when the next seminar is taking place.

Supporting your academy

Our experienced team have an in-depth knowledge of academy needs, with several members acting as school governors. Whether you are looking to convert your school to an academy or need help with ongoing accountancy services, we can help your school to achieve its potential.

We offer the following services:

  • Guidance through the conversion process, whether it’s the initial conversion from a local authority school to an academy, or conversion to a multi-academy trust
  • Implementation of cloud accounting software
  • Statutory accounts preparation that ensures AAD, Companies Act and Charities Act compliance
  • Statutory audits
  • Regularity assurance reporting based on the current limitation of scope
  • Preparation and audit of accounts returns
  • Teachers’ pension scheme report audits
  • Charity registration with HMRC
  • Corporation tax returns
  • Guidance on trading within an academy or a trading subsidiary and using Gift Aid
  • Internal assurance services
  • Grant audits for NCTL as part of teaching schools and other third parties
  • Company secretarial compliance requirements
  • Assistance with completion or review of returns for the ESFA, including budget forecasts
  • Due diligence services for multi-academy trusts
  • VAT reviews/health checks or advice on specific projects
  • Guidance for governors on governance and strategic issues, including advice on policies

Testimonials

Meet Our Team

Latest Posts

No results found.

Menu