Financial Services

Our central team of financial experts provide a fully comprehensive service to our schools which includes:

Audit preparation

Preparing financial information required for internal and external audits to ensure schools are able to dedicate their time and resources to school activities.

Budget management

Producing short, medium and long term financial plans for each school, monitoring financial performance and producing regular financial reports.

Cash management

Using a single Trust-wide bank account, the team receipt income, reconcile expenditure and monitor cash-flow.

Debt recovery

Supporting schools with the debt recovery process ensuring prompt collection of money for school catering, wrap around care and extra-curricular activities.


Providing support to all school based staff with any financial questions and queries.


Ensuring the efficient processing and payment of invoices to suppliers via weekly BACs payments.


Producing and issuing sales invoices to parents, customers and other community partners.