ACCOUNTANTS FOR ACADEMIES,
SCHOOLS AND CHARITIES

All our services to Academies, Schools and Charities are undertaken by our dedicated team providing a truly bespoke service to our clients in Southern England. We understand the complex nature and challenges arising from regulatory burden, take time to listen and then agree with you what services are appropriate for your organisation. And by the way we don’t charge for talking.

Our experts can provide key services to all education and charity clients including:

• Statutory audit, independent examination and accounts preparation
• Bespoke support and training for finance and other staff, trustees and governors
• Specialists in tax issues for the sector (VAT, Corporation tax, PAYE/NI, Gift aid, Charity trading and subsidiary companies)
• Company secretarial support
• Highly specialist payroll bureau service. BACS Approved Bureau status. Expertise in all areas of LA/LGPS/TP returns and regulations
• Management accounts and bookkeeping
• Governance reviews

Additional for Academies with our experience from acting for over 60 trusts:

• Advice on accounting software appropriate for your trust
• Assistance with adopting the ESFA standard chart of accounts
• Preparation and/or advice on all ESFA returns
• Audit of TP returns
• Providing a year-end pack and pro-forma reports free of charge as part of audit process
• Annual review of changes to Academies Trust Handbook and Accounts Direction
• Internal assurance services such as performing checks on behalf of Responsible Officer
• Performance of Due Diligence assignments for expanding MAT’s
• Trading subsidiary advice and support
• Specialist advice on other regulated areas such as leases, borrowing, property transactions

Our academies are spread over numerous local authorities (LA) in southern England including various London LA’s;  Hampshire; Surrey; Kent; Isle of Wight; Dorset; Northampton; Bedford and Buckinghamshire.

Additional for Schools:

• Annual accounts and CFR Returns
• Other LA returns
• System Reviews