Our personalised accountancy services for education
We understand that the constant changes in Department for Education (DfE) requirements and company law regulations can be overwhelming. That’s why we’re proud to offer tailored accountancy support to education sector clients who need extra help at month-end and year-end.
Our aim is to take the pressure off, ensuring you stay compliant and organised while focusing on your educational objectives.
With us, a typical service level agreement includes a two-hour monthly meeting to discuss any concerns or issues you might have during the month. We’ll also update you on key dates, ESFA announcements, and provide any on-site assistance as needed.
However, we’re adaptable and can tailor our service to meet your specific needs.
Areas we excel in:
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Systems of control review and advice:
We’ll assess your systems and provide expert advice to make sure everything is running smoothly.

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Month-end processes and reconciliations:
We offer assistance with month-end processes, reconciliations, and financial reporting.

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Management Accounts preparation:
Our team can help prepare your management accounts, guaranteeing accuracy and clarity.

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VAT review and returns:
We assist with VAT matters, including the submission of VAT returns for registered businesses or Form 126.

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Fixed Assets Register setup:
We can help you in setting up and maintaining your fixed assets register.

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Risk register review:
Our team can evaluate your risk register and provide advice to help mitigate any potential risks.

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Prepayments and accruals training:
We offer training to helping you to understand how to properly manage prepayments and accruals.

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Keeping you updated on deadlines and funding opportunities:
We keep you informed on any changes that may affect your academy, as well as any new grants or funding opportunities.

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Audit recommendations:
We can help you implement audit recommendations to improve your processes.

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Final audit adjustments:
Our team will assist with processing any final audit adjustments.

Company Secretarial support
Did you know, you also have legal obligations regarding company secretarial responsibilities?
Specifically, you must file an annual confirmation statement at Companies House, which includes details such as your directors and people with significant control.
Additionally, you are required to keep the records at Companies House up-to-date, including any changes to your trustees or members. These updates must be made within 14 days of any appointment or resignation.
We are here to assist you in completing and filing your annual confirmation statement and submitting updates for trustee and member appointments and resignations throughout the year.
Our team
Our experts deliver tailored financial solutions for education sector.
Get in touch with our experts
Let us handle the complexities of your sector so you can focus on what truly matters
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