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We're a strategic partner to over 1,000 schools, academies and trusts...

Finance Consultancy

Navigating school and academy finance isn’t easy – let us guide you.

Our education finance support services have been robustly developed over the years to provide expert advice and support in all areas of school and academy finance, providing assurance and confidence in your school's finances. 

We understand the complex world of education finance and can work with you to plan, strategise, and budget in the most cost-effective way – aligning with your finance policy, operational, and strategic goals. We support all types of educational establishments, from mainstream to special and private schools and trusts.

Whether you need support with budget planning and submissions or interim cover and strategic planning, our experts are here to help.

  • Strategic, operational & transactional support
  • Month-end & control accounts
  • Year-end
  • Back reconciliations
  • External audit preparation 
  • Financial controls
  • ESFA, DfE & LA returns and submissions
  • Interim finance support
  • Fully outsourced service
  • Budgeting and medium-term forecasting
  • Deficit planning & recovery
  • VAT claims & reconciliations
  • MAT set-up & expansion
  • Financial due diligence
  • GAG pooling
  • Bespoke training, including training on finance software or returns
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No two institutions are the same – we offer bespoke support based on your needs

Multi-Academy Trusts

Single Academies

Maintained Schools

All finance services

Unlimited support with all your finance, accounting, and technical queries. Available from 8am-8pm, 7 days a week.

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Whether you need support with finance software, add location, or workflow configuration, our technical finance team is here to help.

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Our education finance specialists work independently with trusts to provide comprehensive assurance that internal controls and risk management procedures are operating effectively and efficiently.

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We offer a cloud-hosting solution designed for schools, academies and MATs. Unlike other cloud platforms, SAAF Cloud isn’t restricted to a specific software provider – meaning there are no limitations on how you use it.

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Our experts can run comprehensive and bespoke training on any topic within education finance. We can host sessions on all leading finance software used in the education sector, including IRIS Financials and FMS.

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We offer a free finance system review to ensure your system is running as efficiently as possible and delivering accurate financial reporting.

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Features of our support

Supporting schools, academies & MATs for over 12 years

Highly trained in all leading education finance software 

Unrivalled expertise in school & academy finance  

Helpdesk support
available 7 days a week 

Accredited support & training partner of IRIS Financials

Helping you meet your requirements 

Audit preparation support

Tailored support 

Outsourced finance support

Ensuring business continuity

Do you have a role you need to outsource? Our consultants can step in and take on short- and long-term finance roles, including chief financial officer, finance manager, finance officer - alongside covering all transactional support duties. 

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Supporting schools for 12+ years
100+ years of combined education
finance knowledge
100% customer satisfaction

What our finance clients say about us

The breadth of knowledge and understanding from within the education sector is a core strength we value immensely. I would describe the services as responsive, solution-focused, and flexible to our needs.

CEO, Raleigh Education Trust

We think you offer a great service at a great price. We have worked with you for a very long time now and have always been impressed by the quality that you offer. Great job!

CEO, Nottingham Schools Trust

Thank you so much for your ongoing support; SAAF have been a life saver for us!

Business Manager, Idsall School

SAAF staff are so friendly and helpful: quickly resolving queries/issues very competently

Finance Officer, Burntwood School

Our school has worked with SAAF for the past 10 years for Financial support and 8 years for Payroll support. In all this time we have found them to be very efficient, helpful and supportive. All staff have great knowledge of their area of expertise and are very personable. We would highly recommend the SAAF team.

Business Manager, Glade Hill Primary School

Excellent financial services for a Multi Academy Trust.

CEO, Lubavitch Multi Academy Trust

The team have been a great support at a time of staff shortages. They quickly picked up our systems and processes and worked with us to improve them to keep business continuity, just what we needed and we are still working with SAAF, one year on.

Business Manager, The Misbourne

The financial support has been first class with highly trained people providing expert advice and guidance.

Headteacher, Claremont Primary

The support from SAAF has been brilliant, with help being available as and when it is needed, allowing you to progress at your own pace. The team are very responsive, and customer driven, so knowledge of the education sector is outstanding. The support we have received has exceeded our expectations!

Finance and Operations Manager, The Blue Kite Academy Trust

We are using SAAF for IRIS/PS Financials support. Their knowledge of complex system issues has been most valuable as we moved to a new database and transitioned to the new Chart of Accounts. Their hints and tips are helping our teams to use the system more efficiently, saving considerable time. The response time is always excellent and the online knowledge base is extremely helpful to support new staff training.

CFO, River Learning Trust

Book your free finance system review

Our finance system reviews are delivered independently by our expert finance team. We review system architecture and security - providing a full check of key areas to help improve the effectiveness of your software.

Book your review

Bespoke training

You've come to the right place for comprehensive training in any area of school and academy finance! We offer customised training for school business managers, whether you need help with software or support to meet a finance deadline.

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Frequently asked questions

What can you support with?

How do you effectively manage school & academy finances?

What finance & budgeting software can you support with?

Do you offer a discount on consultancy days purchased?

When can you start working us?

Can you visit onsite?

Keep up to date with our expert finance resources

CASE STUDY

Discover how we transformed LIFE Education Trust's financial management

ON-DEMAND TRAINING

Finance Staff & Budget Holders' - training video

RESOURCE

New Academy Trust Governance Guide

Cover all bases

Save time, money and resources with our range of cost-effective school business support services

Payroll & HR

Say goodbye to time-consuming processes and the administrative burden of payroll. Say hello to SAAF’s cost-effective, efficient, and accurate payroll bureau.

School Recruitment Support

How many recruitment agencies can say they’ve never charged a temp-to-perm recruitment fee? We understand that recruitment costs can be expensive, that’s why we also offer fixed margins.

Finance Helpdesk

Unlimited support with all your finance, accounting, and technical queries. Available from 8am-8pm, 7 days a week.

Let's talk

Contact us today to find out more about our finance consultancy support.
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