Finance Services

Supporting schools and academies with all aspects of finance

Our Finance Services team of qualified accountants and school support officers have a vast range of knowledge and experience. We support Governors, Headteachers, School Business Professionals and Finance Staff in all financial aspects from day-to-day operations up to major strategic change projects.

Please see below for our digital products available for purchase. Please note that if you are a member of our partners at ISBL, you will be entitled to a discount on selected webinars which will be applied on the payment screen upon entry of a valid ISBL membership number.

Please click here for our bitesize summary of the Academy Financial Handbook 2020

Barnet Schools – Please click this link for an Introduction to Entrust School Finance

For more information please contact our team at or call 0333 300 1900

Webinar – Schools Financial Benchmarking (ISBL)
An introduction to benchmarking, looking at what it is, why it is useful, and how to benchmark effectively. We’ll also look at the various tools available to schools in order to help them benchmark.
In partnership with ISBL
Webinar – Effective and Accurate Budget Setting (ISBL)
A look at the purpose of budget setting, and an exploration of various budgeting techniques with the pros and cons of each. The webinar will also look at preparation, forecasting and monitoring, and hopefully will help you to confidently prepare your school’s budget.
In partnership with ISBL
Webinar – Introduction to School Business Management (ISBL)
Written by an experienced school business manager, this webinar will be perfect for anyone new to the school business professional role. It will provide an insight into the key priorities and tasks of a school business professional and offer support that can be used throughout the career.
In partnership with ISBL
Webinar – School Finance vs Academy Finance (ISBL)
This webinar is perfect for school personnel involved with, or considering, conversion to an academy. It looks at the financial implications of becoming an academy, concentrating on what are the differences between school finance and academy finance, and how workloads and procedures will change.
In partnership with ISBL
Webinar – Finance for Maintained School Governors
This webinar will allow governors to understand their financial responsibilities, train them in how schools are funded, and how to interpret financial reports in order to provide appropriate challenge to their schools.
Webinar – Finance for Academy Governors
By the end of this webinar you should have an understanding of what a Multi Academy Trust is, your financial roles and responsibilities, how academies are funded, and be able to interpret financial reports and provide challenge where appropriate.
Webinar – E5 Budget Monitoring Tabs Workshop
This webinar is for anyone from Cumbrian schools (in particular the finance staff) interested in learning about the tabs reports generated by the County Council. You will gain knowledge on how the tabs are pulled together, understand how to monitor budgets within the tabs, what each of the reports mean that are included in the tabs, and what areas to pay special attention to.
School Key Metric Calculator
Schools and Academies are now required by the DfE to complete the dashboard section of their Self-Assessment tool. We have developed a tool that, when some basic data is entered, calculates the ratios required for you, ready for entry into the tool, saving school staff valuable time in the completion of these returns.
Integrated Curriculum Financial Planning (ICFP) Webinar/Tool
ICFP is a tool that links curriculum and financial planning, and can help schools deliver the best curriculum possible, whilst achieving educational success and financial sustainability. Entrust have been recognised by the DfE and have been included on their list of providers of ICFP advice. ICFP looks at key metrics and those metrics inform and influence the key decisions being made by school leaders. Entrust have produced an Entrust ICFP Tool which will allow schools to introduce and implement ICFP with confidence by calculating these key metrics and using them to produce an ideal staffing structure. In addition, you will receive an Entrust webinar that will teach what these metrics mean, along with allowing members of your school to learn about ICFP, and how it can positively affect your schools financial planning.

Total: £0


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