Supporting academy trusts and education providers
Academy trusts operate in a highly regulated environment, balancing financial accountability, governance and the effective use of public funds. Alongside day-to-day financial management, trusts need to meet the requirements of the Academy Trust Handbook, financial reporting obligations and evolving regulatory expectations.
We work with academy trusts and education providers across a range of financial, audit and governance matters, helping them meet their statutory responsibilities and supporting the long-term sustainability of their organisations.
Who we work with
We support a wide range of education providers, including:
- Academy trusts
- Independent schools
- Universities
- Nurseries and pre-schools
- SEND schools
How we can help
We support academy trusts throughout the year, from statutory reporting and audit through to governance, tax and day-to-day financial management.
Our services include:
- Accounts preparation in accordance with the Academies Accounts Direction, Charities SORP and the Companies Act
- Statutory audit of academy trust financial statements
- Internal scrutiny and governance reviews
- Advice on financial systems, internal controls and risk management
- Advice on accounting policies, including fixed asset and depreciation policies
- Review and development of your chart of accounts
- VAT reviews and advice on the most appropriate method of recovering VAT
- Advice on commercial trading activities and trading subsidiaries
- Year-end accounting support and financial reporting
- Preparation and submission of the Academies Accounts Return (AR), including responding to follow-up queries
- Academy payroll services
- Teachers’ Pension Scheme administration and annual returns
- Advice for trustees, finance teams and senior leadership teams
