Contact us today to discuss our school finance support service

Get in touch to find out how SAAF Education's consultants can help you streamline your school financial management, ensure you're fully compliant and accountable and that your delegated funds are used as efficiently as possible.

Exceed the statutory reporting requirements for maintained schools

With our strategic and operational support, not only will you obtain value for money by engaging services with a competitively priced, non-local authority provider, you’ll also go way beyond your statutory reporting requirements. This means you’ll receive a service that’s tailored specifically to your school’s needs. What’s more, you’ll benefit from our consultants’ extensive experience within this complex and specialised area. SAAF are experts in utilising school budgets effectively to maximise resources for the benefit of your pupils.

Our school finance consultancy service includes:

Strategic financial planning

    • Provision of bespoke school budget planning and monitoring software
    • Annual budget setting
    • Costing of the School Improvement Plan
    • Curriculum costing
    • Budget reforecast and out-turn reporting
    • Development of three-year financial plan and deficit recovery
    • ‘What if’ scenario planning
    • Cash flow monitoring and management

Financial systems & accounting

  • Fully trained consultants to provide on and off-site support
  • Set up of robust office financial administration systems
  • Support and preparation of monthly bank reconciliation
  • Completion of VAT returns and VAT advice
  • Advice regarding the treatment of revenue and capital expenditure
  • Monthly/termly budget monitoring reports prepared for the head teacher and budget holders, including submission to the local authority
  • Bespoke reports to enable the close monitoring of school activities (e.g. in-house catering provision, breakfast clubs, Universal Infant Free School Meals (UIFSM) monitoring)
  • Year-end closedown reconciliation including accruals/prepayments and carry forward calculation
  • Final closedown and new year system set-up including a review of the accounting structure
  • Maintenance of the school inventory

Financial governance & audits

    • Review of financial administration and control policies
    • Procurement advice and support
    • Risk management advice and facilitation
    • Financial reporting to governors tailored to the committees' needs
    • Attendance at governing body and committee meetings
    • Internal and external benchmarking review and analysis
    • Schools Financial Value Standard (SFVS) review and completion support
    • Annual review of existing internal financial controls and recommendations for enhancements
    • Submit statutory returns to the Local Authority and Central Government and also liaise with external providers including audit and payroll functions

  • Business continuity
    • Free remote access software to avoid additional call out visits
    • Provision of a school bursar/finance service as a long term arrangement to reduce financial management costs
    • Short term incapacity cover in the event of absence including sickness and recruitment
    • Flexible telephone and email support service – including evening and weekends

Finance Helpdesk

Our annual finance telephone and email support service is available 8am-8pm 7 days per week. This includes remote support, allowing us to give over the phone, on-screen training and support for any accounting or finance system queries. We support all financial management software. 


Fill out the following form and one of our consultants will contact you to discuss your requirements. 

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