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{"sheet":"2. Supplier list","index":1,"n_rows":186,"n_cols":10,"rows_kept":186,"cut":false,"hidden":false,"merged":[]}
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[null,null,null,{"$f":"IF(C9=\"Local authority maintained school\",\"LA-maintained school\",IF(C9=\"Academy\",\"Single-academy trust\",IF(C9=\"Multi academy trust\",\"Multi-academy trust\")))","v":false}]
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[null,null,null,"Flag",2]
[]
[null,"Supplier name",null,"Supplier name","Phone number","Level 1","Level 2","Level 3","Level 4","Staff available"]
[null,{"$f":"IF(D23=\"\",\"\",D23)","v":"Abide Accountancy"},null,"Abide Accountancy","0207 7011772","All","All","All","All",10]
[null,{"$f":"IF(D24=\"\",\"\",D24)","v":"Access Education"},null,"Access Education","0845 345 3300","All","All","Some","None",7]
[null,"Alan Patient & Co Limited",null,"Alan Patient & Co Limited","0208 532 9843","All","All","Some","None",4]
[null,"Alliotts",null,"Alliotts","01483 533119/0207 240 9971","All","All","All","None",10]
[null,"Amethyst Advisory Limited",null,"Amethyst Advisory Limited","01543 444382/07890 317874","All","All","Some","None",5]
[null,"Armstrong Watson Audit Limited",null,"Armstrong Watson Audit Limited","01228 690200","All","All","All","None",10]
[null,"Ashe Business Consulting Ltd",null,"Ashe Business Consulting Ltd","07809 669570/01375 430041","All","All","Some","All",4]
[null,"Association of School & College Leaders (ASCL)",null,"Association of School & College Leaders (ASCL)","01162 991122","All","All","Some","All",4]
[null,"Babcock LDP",null,"Babcock LDP","07718 697797","All","All","All","All",8]
[null,"BHP, Chartered Accountants",null,"BHP, Chartered Accountants","0114 2667171","Some","Some","Some","Some",4]
[null,"Billericay Teaching School Alliance, Tony Ward",null,"Billericay Teaching School Alliance, Tony Ward","01277 314420","Some","Some","Some","None",1]
[null,"Birmingham City Council, Birmingham Audit & Schools Financial Services",null,"Birmingham City Council, Birmingham Audit & Schools Financial Services","Don Price: 01213 032970 Sue Beer: 01213 032678","Some","All","All","None",10]
[null,"Bishop Fleming",null,"Bishop Fleming","01392 448800","All","All","Some","None",97]
[null,"Blackfriars Teaching School",null,"Blackfriars Teaching School","01782 297780","All","All","Some","None",2]
[null,"Blick Rothenberg ",null,"Blick Rothenberg ","0207 544 8805","Some","Some","Some","None",5]
[null,"Bolton Council",null,"Bolton Council","01204 332035","Some","All","Some","None",4]
[null,"Briarsmead Limited",null,"Briarsmead Limited","07903 437905","All","All","Some","All",2]
[null,"Brighton and Hove City Council",null,"Brighton and Hove City Council","01273 293462","Some","Some","Some","None",2]
[null,"Business Connection UK Limited",null,"Business Connection UK Limited","07827 441603","All","All","All","All",3]
[null,"Business Solutions",null,"Business Solutions","07795 579554","Some","Some","Some","None",1]
[null,"Campion Financial Consultancy Ltd",null,"Campion Financial Consultancy Ltd","0208 819 3231","All","All","Some","All",6]
[null,"CBASADOFSKYS LTD",null,"CBASADOFSKYS LTD","01482 228488","All","All","All","None",4]
[null,"Checks and Balances Ltd",null,"Checks and Balances Ltd","07809 870335","Some","Some","All","None",2]
[null,"CIPFA",null,"CIPFA","0207 543 5600","Some","All","All","None",5]
[null,"Clemence Hoar Cummings",null,"Clemence Hoar Cummings","01708 333300","Some","Some","Some","None",3]
[null,"Clive Owen LLP",null,"Clive Owen LLP","01325 349700","All","All","All","None",2]
[null,"Cofie Limited",null,"Cofie Limited","07845 092545","Some","All","Some","All",2]
[null,"Confederation of School Trusts",null,"Confederation of School Trusts","01159 170142","All","All","Some","All",5]
[null,"Consillium Business Services Ltd",null,"Consillium Business Services Ltd","07904 207397","All","All","All","All",1]
[null,"Cooper Parry Group Limited",null,"Cooper Parry Group Limited","01214 564456","All","All","Some","Some",7]
[null,"Crowe U.K.LLP",null,"Crowe U.K.LLP","0207 842 7276","Some","Some","Some","None","30-35"]
[null,"David Allen, Chartered Accountants",null,"David Allen, Chartered Accountants","01228 711888","All","All","Some","None",3]
[null,"Dodd & Co Limited",null,"Dodd & Co Limited","01228 530913","All","All","All","None",2]
[null,"Doncaster Metropolitan Borough Council",null,"Doncaster Metropolitan Borough Council","01302 862938","Some","Some","None","None",13]
[null,"Dorset County Council  SAFSO",null,"Dorset County Council  SAFSO","01305 225538","All","All","All","None",2]
[null,"drb Schools and Academies Services Ltd",null,"drb Schools and Academies Services Ltd","07843 282535","All","All","All","All",20]
[null,"Durham County Council",null,"Durham County Council","03000 265169","Some","All","All","All",2]
[null,"East Sussex County Council",null,"East Sussex County Council","01273 481962","All","All","All","None",5]
[null,"Education Banking Support",null,"Education Banking Support","07796 940193","Some","Some","Some","Some",1]
[null,"Education Evolution LLP",null,"Education Evolution LLP","07811 038961","All","All","Some","None",2]
[null,"Education Finance",null,"Education Finance","01603 224245/01603 223485","All","All","Some","Some",18]
[null,"Education Finance Solutions Limited, t/a EduFin",null,"Education Finance Solutions Limited, t/a EduFin","07990 588747","All","All","All","None",4]
[null,"Education Finance Support, Juniper Education",null,"Education Finance Support, Juniper Education","0345 200 8600","All","All","Some","All",15]
[null,"Education Financial Services, Hampshire County Council",null,"Education Financial Services, Hampshire County Council","01962 847549","Some","Some","Some","None",3]
[null,"Education Performance Improvement Limited",null,"Education Performance Improvement Limited","07917 858671","All","All","All","All",5]
[null,"Effervesce Ltd",null,"Effervesce Ltd","07768 738895","Some","All","All","All",1]
[null,"Effingham Education Finance Limited",null,"Effingham Education Finance Limited","07540 076594","All","All","Some","All",1]
[null,"Elimu Finance Consultancy",null,"Elimu Finance Consultancy","07988 549290","All","All","All","All",3]
[null,"Ellacotts LLP",null,"Ellacotts LLP","01295 250401","All","All","All","None",10]
[null,"Entrust (in partnership with ISBL)",null,"Entrust (in partnership with ISBL)","03333 000050","All","All","Some","All",30]
[null,"EPM Limited",null,"EPM Limited","01325 281480","All","All","All","All",15]
[null,"Epworth Education Trust",null,"Epworth Education Trust","01942 777706","All","All","Some","All",1]
[null,"FD Forum",null,"FD Forum","07718 768523","All","All","All","All",10]
[null,"Financial Services 4 Schools Ltd",null,"Financial Services 4 Schools Ltd","01793 882569","All","All","Some","None",5]
[null,"Fletcher Consultants Limited",null,"Fletcher Consultants Limited","07717 536515","All","All","All","None",1]
[null,"Forrester Boyd",null,"Forrester Boyd","01472 350601","All","All","All","None",12]
[null,"GBAC Limited",null,"GBAC Limited","01226 298298","Some","Some","Some","None",4]
[null,"Griffin Chapman",null,"Griffin Chapman","01206 842000","Some","Some","Some","Some",8]
[null,"Haines Watts Birmingham LLP",null,"Haines Watts Birmingham LLP","01214 561613","Some","All","Some","None",6]
[null,"Hart Shaw LLP",null,"Hart Shaw LLP","01142 518850","Some","Some","Some","None",8]
[null,"Haslers",null,"Haslers","0208 418 3333","All","All","Some","None",25]
[null,"Hayhow & Co",null,"Hayhow & Co","01553 764711","All","All","Some","None",3]
[null,"Herts For Learning",null,"Herts For Learning","01438 845529","Some","All","All","All",15]
[null,"HES",null,"HES","01708 433884","Some","Some","Some","None",2]
[null,"Hillier Hopkins LLP",null,"Hillier Hopkins LLP","01923 634429","All","Some","Some","None","7"]
[null,{"$f":"IF(D88=\"\",\"\",D88)","v":"Hopper Williams and Bell limited"},null,"Hopper Williams and Bell limited","02380 461200","All","All","Some","None",4]
[null,"Howard Worth Accountants and Business Advisors",null,"Howard Worth Accountants and Business Advisors","01606 369000","All","All","All","None",7]
[null,"Institute of School Business Leadership (ISBL)",null,"Institute of School Business Leadership (ISBL)","02476 231221","All","All","Some","Some",50]
[null,"J&G Marshall Ltd",null,"J&G Marshall Ltd","01619 263611","All","All","All","None",5]
[null,"JD Education Finance Services Ltd",null,"JD Education Finance Services Ltd","01514 235239/07885 820602","Some","Some","Some","None",3]
[null,"JGT INTERNAL AUDIT",null,"JGT INTERNAL AUDIT","07855 025061","All","All","Some","All",1]
[null,"Judicium Education",null,"Judicium Education","0207 336 8403","Some","All","All","None",2]
[null,"Julia Steed Academy Consultant",null,"Julia Steed Academy Consultant","07718 204354","All","All","Some","All",1]
[null,"Keystone Knowledge",null,"Keystone Knowledge","02045 514900","All","All","All","All",7]
[null,"KM, Chartered Accountants",null,"KM, Chartered Accountants","01282 426331","Some","Some","Some","None",2]
[null,"Knill James",null,"Knill James","01273 480480 ","Some","Some","Some","None",11]
[null,"KPMG",null,"KPMG","07810 074190","All","All","All","None",25]
[null,"Kreston Reeves LLP",null,"Kreston Reeves LLP","03301 241399","All","All","Some","None","5-10"]
[null,"Lancashire County Council - Schools & Childcare Financial Services",null,"Lancashire County Council - Schools & Childcare Financial Services","01772 534844","All","All","Some","None","30+"]
[null,"Landau Baker Limited",null,"Landau Baker Limited","0208 359 9988","All","All","Some","None",20]
[null,"Leodis Academies Trust",null,"Leodis Academies Trust","01133 400027","Some","All","Some","All",1]
[null,"Lighthouse Education Consultants",null,"Lighthouse Education Consultants","07305 513556","All","All","All","All",2]
[null,"London Borough of Newham Schools Financial Consultancy Service",null,"London Borough of Newham Schools Financial Consultancy Service","07812 675209","Some","All","All","None",2]
[null,"LTS Professional Business Services",null,"LTS Professional Business Services","01162 311280","Some","Some","Some","Some",6]
[null,"Mazars LLP",null,"Mazars LLP","01159 644744","Some","Some","Some","None",25]
[null,"McCabe Ford Williams",null,"McCabe Ford Williams","01795 479111","All","All","All","None",10]
[null,"MHA ",null,"MHA ","0207 429 4100 ","All","All","Some","None",80]
[null,"MHA MacIntyre Hudson",null,"MHA MacIntyre Hudson","0207 429 4100 ","All","All","Some","None",40]
[null,"MHA Monahans Chartered Accountants",null,"MHA Monahans Chartered Accountants","01225 785520","All","All","Some","None",6]
[null,"Moore Kingston Smith",null,"Moore Kingston Smith","0207 5663796","All","All","All","All",50]
[null,"North Yorkshire County Council",null,"North Yorkshire County Council","01609 780780","All","All","All","All",50]
[null,"One West",null,"One West","01225 477043","All","All","Some","None",4]
[null,"Outwood Institute of Education (Outwood Grange Academies Trust)",null,"Outwood Institute of Education (Outwood Grange Academies Trust)","01302 720787","Some","All","Some","All",3]
[null,"Parrs Wood High School",null,"Parrs Wood High School","0161 446 8640","Some","All","Some","All",2]
[null,"PF Consultancy Plus",null,"PF Consultancy Plus","01530 274718","All","All","All","All",2]
[null,"PJH Management Services Ltd",null,"PJH Management Services Ltd","07743 962902","All","All","All","All",3]
[null,"PKF Francis Clark",null,"PKF Francis Clark","01752 301010","All","All","All","None",5]
[null,"Place Group limited",null,"Place Group limited","0845 548 5677","All","All","Some","All",15]
[null,"Premier Advisory Group",null,"Premier Advisory Group","07951 858666","All","All","Some","All",12]
[null,"Price Bailey LLP",null,"Price Bailey LLP","01279 755888","Some","All","Some","None",20]
[null,"Proficio Education",null,"Proficio Education","07758 466585","Some","All","Some","All",1]
[null,"Randall & Payne LLP",null,"Randall & Payne LLP","01242 776000","All","Some","All","None",3]
[null,"Reid Accounting Limited",null,"Reid Accounting Limited","07740 068604","All","All","Some","Some",1]
[null,"RSM",null,"RSM","07764 821989","Some","All","All","None",5]
[null,"S4S (Services4Schools) Ltd",null,"S4S (Services4Schools) Ltd","01902 203990","All","All","Some","All",14]
[null,"SAAF Education",null,"SAAF Education","01159 752400","All","All","Some","All",9]
[null,"Sally Williams-McGlone",null,"Sally Williams-McGlone","07956 319154/01302 539137","All","All","Some","All",1]
[null,"Sarah Appleby",null,"Sarah Appleby","07773 979794","All","All","All","All",1]
[null,"SBL365 Ltd",null,"SBL365 Ltd","07731 951196","Some","All","All","Some",1]
[null,"SBLS",null,"SBLS","07747 774123","All","All","All","All",2]
[null,"SBM Consultancy Ltd",null,"SBM Consultancy Ltd","07876 241625","All","All","All","None",1]
[null,"SBM Services (uk) Ltd",null,"SBM Services (uk) Ltd","01206 671103","All","All","All","All",12]
[null,"School Business Partner Limited",null,"School Business Partner Limited","07983 396029","All","All","Some","All",1]
[null,"School Business Services Ltd",null,"School Business Services Ltd","03452 221551","All","All","Some","All",14]
[null,"School Improvement Liverpool Limited",null,"School Improvement Liverpool Limited","0151 233 3901","Some","All","Some","None",3]
[null,"Schools' Choice",null,"Schools' Choice","0300 1231420","All","All","All","All",6]
[null,"Schools Financial Services",null,"Schools Financial Services","03000 415415","Some","Some","Some","None",10]
[null,"Shard Business Services",null,"Shard Business Services","07714 651415","All","All","All","All",4]
[null,"SIAS",null,"SIAS","01438 844341","Some","Some","Some","None",3]
[null,"Simply K2 Ltd",null,"Simply K2 Ltd","07801 749167","All","All","Some","All",3]
[null,"SMARTcurriculum Ltd",null,"SMARTcurriculum Ltd","02037 012854","Some","All","Some","All",4]
[null,"Solihull MBC Schools Finance Service",null,"Solihull MBC Schools Finance Service","01217 048245 or 6617","Some","Some","Some","None",3]
[null,"South Gloucestershire Council Internal Audit Services",null,"South Gloucestershire Council Internal Audit Services","01454 865443","All","All","All","None",2]
[null,"St Helens Council",null,"St Helens Council","01744 676141","All","All","Some","None",2]
[null,"Strictly Education 4S",null,"Strictly Education 4S","0800 073 4444 Option 5","All","All","Some","None",8]
[null,"Support Services for Education",null,"Support Services for Education","01823 348266","All","All","All","None",8]
[null,"The Headteacher's Report ",null,"The Headteacher's Report ","01612 661028","All","All","Some","All",2]
[null,"Thorne Widgery Accountancy Limited",null,"Thorne Widgery Accountancy Limited","01432 276393","All","Some","Some","None",6]
[null,"Tracy Darby",null,"Tracy Darby","07905 935258","All","All","Some","All",1]
[null,{"$f":"IF(D152=\"\",\"\",D152)","v":"TSO Education Ltd"},null,"TSO Education Ltd","07962 114939","All","All","Some","All",3]
[null,"UHY Hacker Young",null,"UHY Hacker Young","0207 216 4600","All","All","Some","None","50+"]
[null,"Unity Schools Services",null,"Unity Schools Services","07810 683445","Some","Some","Some","Some",2]
[null,"Wakefield Metropolitan District Council - Accountancy Services",null,"Wakefield Metropolitan District Council - Accountancy Services","01924 306131","Some","Some","Some","None",3]
[null,"Warrington Borough Council",null,"Warrington Borough Council","01925 442976","Some","Some","Some","Some",4]
[null,"Warwickshire Education Services (WES), Warwickshire County Council",null,"Warwickshire Education Services (WES), Warwickshire County Council","01926 418 144","All","All","All","None",16]
[null,"Williams Giles",null,"Williams Giles","01795 478044","All","All","All","None",4]
[null,"Wiltshire Council - Accounting & Budget Support Team",null,"Wiltshire Council - Accounting & Budget Support Team","01225 718587","All","All","Some","None",6]
[null,"Zap Consulting",null,"Zap Consulting","07772 514315","Some","All","All","All",1]
[null,""]
[null,""]
[null,""]
[null,""]
[null,""]
[null,""]
[null,""]
[null,""]
[null,""]
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[null,"Website:",{"$f":"IFERROR(HYPERLINK(IF(INDEX(Database[Website],MATCH($B$7,Database[Supplier name],0))=\"\",\"\",\"http://\"&INDEX(Database[Website],MATCH($B$7,Database[Supplier name],0)))),\"\")","v":""}]
[null,"Address:",{"$f":"IFERROR(INDEX(Database[Address],MATCH($B$7,Database[Supplier name],0)),\"\")","v":""}]
[null,"Contact name:",{"$f":"IFERROR(INDEX(Database[Contact name],MATCH($B$7,Database[Supplier name],0)),\"\")","v":""}]
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[null,"Email:",{"$f":"IFERROR(INDEX(Database[Email address],MATCH($B$7,Database[Supplier name],0)),\"\")","v":""}]
[null,"Average of staff available to provide financial advice to schools at any one time:",{"$f":"IFERROR(INDEX(Database[Capacity],MATCH($B$7,Database[Supplier name],0)),\"\")","v":""}]
[null,"Type of organisation:",{"$f":"IFERROR(INDEX(Database[Type of organisation],MATCH($B$7,Database[Supplier name],0)),\"\")","v":""}]
[null,"Levels of service provided:",{"$f":"IFERROR(INDEX(Database[Level 1],MATCH($B$7,Database[Supplier name],0))&\" of level 1          \"&INDEX(Database[Level 2],MATCH($B$7,Database[Supplier name],0))&\" of level 2          \"&INDEX(Database[Level 3],MATCH($B$7,Database[Supplier name],0))&\" of level 3           \"&INDEX(Database[Level 4],MATCH($B$7,Database[Supplier name],0))&\" of level 4\",\"\")","v":""}]
[null,"(please contact supplier for more detail)"]
[]
[null,"Relevant skills, qualifications and experience"]
[null,{"$f":"IFERROR(INDEX(Database[Relevant skills, qualifications and experience],MATCH($B$7,Database[Supplier name],0)),\"\")","v":""},null,null,null,null,{"$f":"B20","v":""}]
[]
[null,"Summary of the offer"]
[null,{"$f":"IFERROR(INDEX(Database[Summary of offer],MATCH($B$7,Database[Supplier name],0)),\"\")","v":""},null,null,null,null,{"$f":"B23","v":""}]
[]
[null,"ICFP tool and support"]
[null,{"$f":"IFERROR(INDEX(Database[ICFP tool and support],MATCH($B$7,Database[Supplier name],0)),\"\")","v":""},null,null,null,null,{"$f":"B26","v":""}]

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[null,null,"1. health check","2. investigate and prevent","3. plan and implement change","4. ICFP tool and support"]
[null,"Who it’s for","Schools and trusts with no significant financial issues.","Schools and trusts that are forecast to be in financial difficulty or have future cost pressures.","Schools and trusts that are expanding, restructuring or making other significant changes, or new schools or trusts that are about to open.","Schools and trusts who want to implement - or review their use of - integrated curriculum and financial planning"]
[null,null,"Around 2 days of consultancy to:","Around 3 to 5 days to:","Around 6 to 10 days to:","Around 3 to 5 days - work with the supplier to:"]
[null,"What you get","• review your financial management systems and skills\n• identify strengths, weaknesses and ways to improve\n• identify training needs for staff","• identify and address specific issues or future budget pressures\n• identify ways to increase efficiency, financial capability and pupil performance","• plan and implement fundamental changes in financial planning and resource management\n• identify ways to increase efficiency, financial capability, pupil performance and capacity","• populate an ICFP Modelling Tool or app to which the supplier will provide access\n• use key data to identify ways to invest the maximum school resources in the classroom\n• model or review plans for future years to ensure that the school's curriculum framework is sustainable \n• introduce or review systems and approaches to using workforce metrics, by working with both education and financial staff"]
[null,null,"Your financial adviser will:","Your financial adviser will:","Your financial adviser will:","Your ICFP adviser could support you to populate an ICFP modelling tool provided by the supplier in order to:"]
[null,"What’s involved","• assess your current and 3 to 5 year budget position","• help your 3 to 5 year budget planning and forecasting (including the use of workforce metrics)","• help your 3 to 5 year budget planning and forecasting (including the use of workforce metrics) and help you implement it"]
[null,null,"• review your key workforce metrics including average class size, pupil-teacher ratio, teacher contact ratio and average teacher cost","• review your workforce metrics to identify opportunities to improve your staffing structure","• review workforce metrics against benchmarks and help you identify and implement improvements to your staffing structure","• review current curriculum provision and identify opportunities for developing longer-term, affordable models"]
[null,null,"• review your approach and processes for integrated curriculum and financial planning including the skills of your leadership team and governing body","• review your approach and processes for integrated curriculum and financial planning including the skills of your leadership team and governing body","• review your approach and processes for integrated curriculum and financial planning including the skills of your leadership team and governing body","• review your approach and processes for integrated curriculum and financial planning including the skills of your leadership team, school business professional and governing body"]
[null,null,"• align your financial strategy, curriculum and workforce planning","• review your financial structures, capability and capacity, such as budget management, financial strategy, reporting and governance, and capacity building","• review your schemes of delegation and systems of internal control to ensure you comply with the academies financial handbook (AFH) or local authority financial control procedures"]
[null,null,"• conduct a financial skills audit of your leadership team and governing body ",null,"• conduct a financial skills audit of your leadership team and governing body","• discuss with your senior leadership team about implementing a new or improved approach to ICFP"]
[null,null,"• review your financial systems including forecasting, reporting, compliance and governance ",null,"• review your financial systems including forecasting and reporting","• work with you to model future scenarios based on your pupil numbers and curriculum structure"]
[null,null,"• compare your staffing structures and spending against other schools","• assess how different staffing structures could affect your long-term budget",null,"• analyse your current staffing deployment model and workforce metrics to identify opportunities to deploy teachers, high-level teaching assistants and other support staff to get the best pupil outcomes"]
[null,null,"• assess your use of revenue and capital funding"]
[null,null,"• develop your business vision, financial strategy and KPIs"]
[null,null,null,"• identify and address specific financial issues, such as deficit, pupil numbers, procurement, income generation and restructuring"]
[null,null,null,"• help you develop an action plan to address the issues they’ve identified"]
[null,null,null,null,"• review your financial governance including a skills audit of your governing body and leadership team and an assessment of your committee structures"]
[null,null,null,null,"• review your internal policies, for example recruitment, safeguarding and whistleblowing, to ensure compliance with the AFH and the funding agreement "]
[null,null,null,null,"• advise you on HR, legal and stakeholder management to support staff development, performance management and restructuring"]
[null,null,null,null,"• help your trustees to develop the skills and tools to agree and implement an action plan"]
[]
[null,null,"For MATs, your financial adviser will also:","For MATs, your financial adviser will also:","For MATs, your financial adviser will also:","For MATs, your adviser could also help you:"]
[null,null,"• benchmark central trust expenditure "]
[null,null,"• review and evaluate your due diligence assessment "]
[null,null,"• assess the efficiency of your central office functions ",null,null,"• help you to develop or implement a consistent and effective approach to ICFP process"]
[null,null,null,"• review the workforce benchmarks across all schools in the trust ","• review the workforce benchmarks for across all schools in the trust ","• review the workforce metrics for all schools in your trust"]
[null,null,null,null,"• evaluate your growth trajectory ","• model future scenarios for your trust as a whole"]

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["Supplier name","Address","Contact phone number","Email address","Website","Relevant skills, qualifications and experience","Summary of offer","ICFP tool and support","Contact name","Job title","Opt out","Capacity","Type of organisation","If other, specify","LA-maintained school","Single-academy trust","Multi-academy trust","Assess current and 3-5 year budget position","Review key workforce metrics (eg average class size, pupil-teacher ratio, average teacher cost)","Align financial strategy,  curriculum and workforce planning","Compare staffing structures and spending against other schools","Review approach and processes for integrated curriculum and financial planning (including skills of leadership team and governing body)","Review financial systems including forecasting, compliance, reporting, governance and challenge","Conduct a financial skills audit of leadership team and governing body","Develop a business vision, financial strategy, KPIs and dashboard","Assess use of revenue and capital funding","Efficiency benchmarking of use of top-slice revenue (MAT-specific)","Review and evaluate due diligence assessment (MAT-specific)","Assess efficiency of central office functions (MAT-specific)","Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these","Review workforce metrics to help schools identify opportunities for improvement of their staffing structure","Review workforce benchmarks for schools across a trust (MAT-specific)","3-5 year budget planning and forecasting (incl. use of workforce metrics)","Assess the long-term budget impacts of different options for staffing structures","Review financial structures and capability and capacity (e.g.  budget management, financial strategy, reporting and governance, capacity building)\n","Review processes and approach for integrated curriculum and financial planning (including skills of leadership team and governing body)","Help to develop an action plan for schools/ trusts to address issues identified","3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support","Evaluate any proposed growth trajectory (MAT-specific)","Review workforce metrics against benchmarks to help schools to identify opportunities and implement improvements to their staffing structure","Review workforce benchmarks for schools across a trust (MAT-specific)2","Review processes and approach for integrated curriculum and financial planning (including skills of leadership team and governing body)3","Review financial systems, including forecasting and reporting","Review schemes of delegation and systems of internal control to ensure compliance with the Academies Financial Handbook (AFH) or local authority financial control procedures","Review internal policies to ensure compliance with AFH and funding agreements, including recruitment, safeguarding and whistleblowing","Conduct a financial skills audit of leadership team and trustees","Review financial governance, including a full skills audit of trustees/leadership team and effectiveness of committee structures","Advise on HR, legal, and stakeholder management for staff development, performance management and restructuring","Effective action-planning for trustees to develop skills and tools to agree and implement an action plan","Review current curriculum provision and identify opportunities for developing longer-term, affordable models","Analyse your current staffing deployment model and workforce metrics to identify opportunities to deploy teachers, high-level teaching assistants and other support staff to get the best pupil outcomes","Review your approach and processes for integrated curriculum and financial planning including the skills of your leadership team, school business professional and governing body","Discuss with your senior leadership team about implementing a new or improved approach to ICFP","Work with you to model future scenarios based on your pupil numbers and curriculum structure","Help you to develop or implement a consistent and effective approach to ICFP across your trust (MAT-specific)","Review the staffing metrics for all the schools in your trust (MAT-specific)","Model future scenarios for your trust as a whole (MAT-specific)","All of England","Darlington","Durham","Gateshead","Hartlepool","Middlesbrough","Newcastle upon Tyne","North Tyneside","Northumberland","Redcar and Cleveland","South Tyneside","Stockton-on-Tees","Sunderland","Blackburn with Darwen","Blackpool","Bolton","Bury","Cheshire East","Cheshire West and Chester","Cumbria","Halton","Knowsley","Lancashire","Liverpool","Manchester","Oldham","Rochdale","Salford","Sefton","St. Helens","Stockport","Tameside","Trafford","Warrington","Wigan","Wirral","Barnsley","Bradford","Calderdale","Doncaster","East Riding of Yorkshire","Kingston Upon Hull, City of","Kirklees","Leeds","North East Lincolnshire","North Lincolnshire","North Yorkshire","Rotherham","Sheffield","Wakefield","York","Derby","Derbyshire","Leicester","Leicestershire","Lincolnshire","Northamptonshire","Nottingham","Nottinghamshire","Rutland","Birmingham","Coventry","Dudley","Herefordshire","Sandwell","Shropshire","Solihull","Staffordshire","Stoke-on-Trent","Telford and Wrekin","Walsall","Warwickshire","Wolverhampton","Worcestershire","Bedford","Central Bedfordshire","Cambridgeshire","Essex","Hertfordshire","Luton","Norfolk","Peterborough","Southend-on-Sea","Suffolk","Thurrock","Camden","City of London","Hackney","Hammersmith and Fulham","Haringey","Islington","Kensington and Chelsea","Lambeth","Lewisham","Newham","Southwark","Tower Hamlets","Wandsworth","Westminster","Barking and Dagenham","Barnet","Bexley","Brent","Bromley","Croydon","Ealing","Enfield","Greenwich","Harrow","Havering","Hillingdon","Hounslow","Kingston upon Thames","Merton","Redbridge","Richmond upon Thames","Sutton","Waltham Forest","Bracknell Forest","Brighton and Hove","Buckinghamshire","East Sussex","Hampshire","Isle of Wight","Kent","Medway","Milton Keynes","Oxfordshire","Portsmouth","Reading","Slough","Southampton","Surrey","West Berkshire","West Sussex","Windsor and Maidenhead","Wokingham","Bath and North East Somerset","Bournemouth, Christchurch and Poole","Bristol, City of","Cornwall","Devon","Dorset","Gloucestershire","Isles of Scilly","North Somerset","Plymouth","Somerset","South Gloucestershire","Swindon","Torbay","Wiltshire","Flag","Type of school","LA","Level 1","Level 2","Level 3","Level 4"]
["Abide Accountancy","160 City Road, London, EC1V 2NX","0207 7011772","accounts@abideaccountancy.com",null,"All members of our team are AAT,ACCA,ICAEW,CIPFA,CIMA and CCAB qualified or part qualified accountants and collectively have in excess of 30 years' experience working within schools finance environment. All our team members have worked in both public and private finance sectors so use commercial acumen when working with schools. Due to the wealth of experience all team members have a variety of transferable skills which is welcomed by schools both primary and secondary that we currently support. Experience of the team is as follows: undertaking of full financial health checks since 2011 which encompasses up to 15 specific areas; supporting schools with SFVS; assessors for FMSiS (when in operation); investigation work including appearing at tribunals on behalf of schools. Training provider: governors financial management responsibilities; budget holder training; bespoke financial training. Day to day school financial management: budgeting; reconciliation; benchmarking; compliance with the local authority's financial returns process; forecasting. Post audit support; Audit of Voluntary Funds; Audit of specific financial procedure; Financial Administration of charitable trust.  Staff have a wide range of experience in supporting financial software sustems including but not limited to, PSF, FMS, RM, Civica, Xero, Sage, SBS Online.  Some of the team members have provided independent examinations of schools funds and the team has extensive knowledge of Risk Management and Strategic Financial Planning. Support can be provided for Deficit Recovery Planning.","The benefit of our small team is that clients have continuity and a dedicated team member allocated to the school. We are able to offer all three levels of service detailed in the health check for schools literature as set out by the EFA. We can provide a bespoke service to schools or a full financial health check using our existing assessment framework which complies with Local Authority,DfE and ESFA financial guidance to schools and best practice.  Dependent on the schools requirement one or two members of the team provide onsite visits which also includes discussions with the Head teacher, School Business Manager and Chair of Governors as appropriate. We produce a detailed written report with our findings, risks and recommendations to improve financial best practice and ensure compliance. We have competitive charging rates which have been calculated in accordance with local authority best value principles. The level of charge will be depend on the service provision and would be discussed with the individual client.  We meet with the Headteacher and Chair of Governors to understand the school and use a standardised template to review the systems, processes and procedures. We then analyse the data and provide the school with a report which documents the findings and makes recommendations for improvement. We work with educational establishments to review their internal controls and measure effectiveness of processes. We can also provide them with asset register templates and advice and guide on the recording and control of assets. We can also look at the effective use of systems and the workflow to streamline processes and reduce costs. We also look at controlling the risk of fraud through controls and compliance.","Whilst we currently don't provide my own tool I can assist you in choosing the appropriate one.","James Bank","Head of Schools Finance Service",null,10,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Access Education","Access UK Ltd, The Old School, Stratford St Mary, Colchester, Essex, CO7 6LZ","0845 345 3300","accesseducation@theaccessgroup.com","www.theaccessgroup.com/education","Established in 2003, Access Education is the UK's leading provider of budgeting software, with other software products in our portfolio including curriculum resource planning, financial policies/procedures, financial reporting, and more recently, the UK's first completely online financial accounting package and HR system designed exclusively for schools and academies.  Underpinning the development of our software is a team of experienced and qualified financial consultants: the Consultancy & Assurance Team.  Most of our consultants have themselves been school or academy business and finance managers and/or local authority practitioners and auditors. Some have been or continue to be governors. This means that they can relate to the challenges that face schools and academies because they have been there and done it. Whilst our consultants all bring something different to the team, they all share a passion for the education of children and young people.  Our consultants are in schools and academies every day, delivering software training and financial consultancy/audit services. This ensures that they keep their knowledge and skills up to date with the most recent changes in national policy. They can call upon a national pool of establishments to help share best practice across the sector and to advise and support schools and academies on the best approach.  As well as having decades of experience between them, most of our financial consultants are either part or fully qualified accountants. Schools, academies and academy trusts can therefore be assured that they are in safe hands when dealing with Access Education.","The Access Education software suite provides efficiency and engagement across your whole educational establishment, brought together on Access Workspace, providing all your school software in one place with a single sign-on.  Our core Accounting and Budgeting solutions continue to promote greater efficiencies in performing key financial management activities, giving you the flexibility to access raw data, with the opportunity to standardise and consolidate when and where you need it.  Access Education People provides a comprehensive framework for managing your people.  Everything from retaining valuable staff and improving employee well-being, through the management of complex payroll and pension requirements to longer term curriculum-based resource planning.  Access Workspace also brings new functionality, including powerful communication and collaboration tools to increase engagement across teaching and non-teaching staff, parents, pupils, governors.  Access Workspace for education provides insightful analytics across the full product suite and complementary apps allow everyone get what they need from the software, quickly and easily.   And because Access Workspace is the platform for all Access products and services, you can also take advantage of other areas of the business such as our hosting and facilities management services.  At Access, we aim to be your partner for the long term. After helping your select the right system for your needs, our experts work with you during the important implementation phase. They then provide on-going training and support with tailored packages that help you get the right support to match your school’s scale, experience and budget.","No tool","Donna Parry","Head of Sales",null,7,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Alan Patient & Co Limited","9 The Shrubberies, George Lane, London E18 1BD","0208 532 9843","academies@alanpatient.com","www.alanpatient.com","Our passion is providing financial clarity to schools and academies. As Chartered Accountants and Registered Auditors we provide schools leaders financial clarity through robust internal controls, timely and easy to understand reporting, we listen to you and speak in plain English.\n\nFor more than 35 years Alan Patient & Co has acted for organisations across all sectors and markets including charities and other educational establishments as well as schools and academies delivering a service fully tailored to their needs.\n\nWe are based in East London not far from the M11 and North Circular meaning we are able to easily service schools and academies in London and the home counties.\n\nWe specialise in providing financial management assistance ensuring that schools and academies are compliant and are able to concentrate on providing the best education they can in a financially sustainable manner.\n\nAs auditors we assist your school or trust in the internal and external audits working closely with your auditors and ensuring that school leaders are not bombarded with technical audit and accounting language or requests for financial information.\n\nAs accountants we assist in budgeting and forecasting working with your school or trusts short term plans and long term goals in mind, assisting and teaching your finance staff to develop tighter financial controls, highlighting areas where better value for money can be obtained as well as opportunities for additional funding. \n\nWe ensure that school leaders and board members are reported to with accurate and relevant financial information so they are in the best position to make key decisions.\n","As an experienced provider of financial management services, we are able to offer Financial health check levels 1,2 and 3 in full.\n\nOur experience in working with schools and the fact that we are also registered auditors means we are exceptionally well equipped to support school leaders to get the financial clarity they need and deserve.\n\nWe provide a fully tailored service and will meet with you and other school leaders in an initial free consultation to identify what level of health check you would like and in what areas you would like us focus our work on. \n\nOnce we have outlined the level of work and what areas we will be working on we will present our proposal to you in person to ensure that we agree up front the work to be carried out and the fee for doing so.\n\nOur fees are time based and will depend on the seniority of the staff members involved. As an indication our hourly rates from 1 April 2018 are Partner - Â£200, Manager - Â£110 and Senior - Â£70 plus VAT. Rates are subject to review on an annual basis and updated 1 April.\n\nWe will carry out the agreed work on site and will need to meet with school leaders and finance staff to complete the health check. The amount of contact time needed will depend on the level of the health check required.\n\nOn completion of our work we will provide you with a full report of our findings and offer practical recommendations where applicable. We will also present the report in person to school leaders and governors/trustees as appropriate to answer questions and explain our findings and conclusions.\n\nTo arrange a free, no obligation, consultation please contact us on the email or phone number provided.\n","No tool","Chris James","Education Services Senior Manager","Opt out",4,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","No","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","Yes","No","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Alliotts","Friary Court, 13-21 High Street, Guildford GU1 3DL/  Imperial House, 15-19 Kingsway, London WC2B 6UN","01483 533119/0207 240 9971","Stephenm@alliotts.com","www.alliotts.com"," The Alliotts team are Chartered Accountants and Business Advisors with offices in London and Surrey. We have experience of the academy education sector both from the compliance ( external and internal audit)  and general financial advisory viewpoint.\n\nOur team has that experience, gained over a number of years from working with schools and other educational and charity clients.\n\nWe act for one of the oldest academies in the country, originally set up as a sponsored academy.  We also act for 18 other academies across the South East, most of which are converter academies and have been established over the last couple of years.   \n\nWe have assisted these academies by\n\n-assisting with the set up of accounts systems \n-assistance with initial accounting policies\n- preparing accounts, both termly management and statutory year end figures\n- conducting statutory audits of the year end figures  and regularity and  TPA audits\n- provision of responsible officer services and extended assurance work\n- reviews of anti –fraud and bribery procedures\n- preparing budgets and cashflow reporting systems\n- VAT return/ VAT reclaim  preparation\n- VAT reviews, preparation of VAT guides and use of schemes to reduce VAT\n- advising on the effective use of trading subsidiaries\n- assisting and training governors on their responsibilities\n- training staff and governors on budgetary control and understanding academy finance\n- company secretarial advice\n\nWe act for both groups and individual independent schools and we have transferred this experience to assist our academy clients.  Our team members also have extensive experience of the FE sector and other areas regulated by the EFA.\n\n","We can provide the three types of financial healthcheck as detailed by the EFA at dates agreed with each academy/MAT.                                                                                                                                                                                                                                         A formal plan will be agreed in advance and then fieldwork visits to the acdemy/MAT will result in a formal written report. A fixed fee will be agreed in advance using daily rates which are currently £735 plus VAT per day.\n\n\n","No tool","Steve Meredith","Partner","",10,"Commercial",null,"No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","Yes","Yes","No","Yes","No","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Amethyst Advisory Limited","10 Barlow Drive, Fradley, Lichfield, Staffordshire WS13 8TL","01543 444382/07890 317874","richard.potter@amethystadvisory.co.uk","www.amethystadvisory.co.uk","Amethyst Advisory offers an expert consultancy service to schools and academies in the Midlands.  We understand that the number one priority is to offer pupils the best education possible and to help them reach their full potential. We support schools and academies by taking the stress out of business management, leaving management time to focus on teaching and learning.\nAs a professional advisory service, we can help primary, secondary and special Local Authority maintained schools as well as academies manage your ﬁnances, personnel and premises and will work with clients and governors on other business management functions that take the attention away from what’s important.    All our staff have over 20 years’ experience working with schools, academies, MAT's and various Local Authorities and Dioceses, so we understand not only the big picture of how education works, but also the ﬁne print necessary to operate day to day. Our staff have worked for the Local Authority and then been employed as Strategic Business Managers before going on to work in the Private Sector. ","Our service is tailored to the school or academy's requirements whether it be on a daily, weekly, monthly or termly basis. We work with clients to understand their long-term vision and short-term priorities, and then propose options and discuss solutions that best suit their circumstances. A taste of services we offer include, budget planning/strategic forecasting, budget monitoring, personnel, premises & project management and reports presented to head teachers and Governing Bodies. We also assist clients in returns, whether it be to the Local Authority or DfE making sure the client meets strict deadlines and their obligations to the LA or Academies Handbook.\nAs a company we also support schools converting to academies, whether standalone or Multi Academy Trusts. Our staff have been integral in helping setting up MAT's and continue to do so as the education sector evolves.\nWhichever option is right, clients can be conﬁdent that when we work with a school or academy, we will integrate seamlessly with your existing team. Amethyst means teamwork, and it’s a concept we pride ourselves on.\n","No tool","Richard Potter","Director","",5,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Armstrong Watson Audit Limited","15 Victoria Place, Carlisle, Cumbria, CA1 1EW","01228 690200","karen.rae@armstrongwatson.co.uk","www.armstrongwatson.co.uk","Armstrong Watson Audit Limited is a firm of Chartered Accountants and Registered Auditors who specialise in statutory audit, provision of business services and strategic advice to the education sector and their governors. Our education team works with Universities, Further Education Colleges, Academy and Maintained Schools in fulfilling their requirements.","The services provided to our education sector clients include the following: Preparation and statutory audit of financial statements, Internal Audit, Preparation and independent review of Annual Accounts Return, Support with Annual Budgets and Cashflow forecasts, Preparation of Budget Forecast Outtturn Reports, Hands-on support on conversion to an Academy and the set up of systems, Implementation of systems to adhere to the Academies Handbook, Independent Review of Internal Controls and Business Systems, Management Information Services, Strategic Business Advice and Governance Management, Audit of grant claims, Governor and Senior team training on key financial and governance issues, Corporate Finance Services including Due Diligence, Company Secretarial Services, Payroll Bureau Services, Strategic VAT advice and VAT processing, VAT healthchecks, Treasury Management, Personnel - tax planning and investment advice, The scope of each service will be determined ahead of a quotation being provided for approval by the schools. This scope will include the time needed to undertake the service as well as the level of staff required to fulfil this service.","No tool","Karen Rae","Director of Education and Not for Profit",null,10,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Ashe Business Consulting Ltd","The Old Court House, Grays, Essex RM17 6FB","07809 669570/01375 430041","wework@ashebusiness.co.uk","www.ashebusiness.co.uk","Qualifications:  FCCA, MBA, FISBL, SBD Level 7.  Also IOSH certified with advanced ICT and Excel skills.  \nProvides support to teh DfE as a School Resource Management Adviser where she was commended for helping schools identify millions in savings over the  past year. Experience of sucessfully setting up new academies and free schools including the merger of failing schools to form a brand new academy. Experience of financial recovery planning, negotiation with the DfE and EFA, Delivery of New Builds. Extensive experience of change management, benchmarking, school restructuring and effeciency management, SEN funding, Schools funding formula as well as curriculum financial planning & strategy in commercial and public sector institutions. ","Services on offer include all levels of financial health checks as required by schools including Intergrated Curriculum Led Financial Planning. Support also offered with setting up new schools, ensuring compliance with funding agreements, tendering of large contracts, policy writing, policy reviews, HR management and administration. Training, coaching and mentoring to help build management and financial capacity and ensure sustainability may also be offered depending on the needs of the service user.","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Abi Agidee-Adekunle","School Business Consultant","",4,"Other","Social Enterprise","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","No","No","No","No","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Association of School & College Leaders (ASCL)","130 Regent Road, Leicester LE1 7PG","01162 991122","consultancy@ascl.org.uk","www.ascl.org.uk","The Association of School and College Leaders (ASCL) is a leading professional body representing more than 18,500 school, college and system leaders across the UK. Our members work in schools and colleges of all types, and are responsible for the education of more than four million young people. ASCL works to shape national education policy, providing advice and support to members. Inspired by a vision of high quality education we have an established track record in the provision of technical financial and curriculum led planning advice and guidance.  ASCL Professional Development (ASCL PD), a limited company affiliated to ASCL, utilises a combination of highly experienced and respected education consultants, leading practitioners in the sector and a team of experienced education policy specialists to deliver targeted support to school leaders. ASCL PD is a leading provider of professional development and bespoke consultancy on a comprehensive range of relevant topics to support educational leaders. The portfolio of courses, conferences and bespoke consultancy includes strategic financial planning, conducting reviews of financial health and efficiency, and support to achieve greater links between budget and curriculum planning.","Amidst a culture of growing autonomy, during a period of fiscal challenge, ASCL brings a sharp focus to the need for a more commercial and business related approach to leadership and the management of resources to ensure schools are effective, efficient, sustainable and fit for purpose.\nWe can provide wide ranging support delivered by experienced professionals to help schools build financial resilience into their strategic financial planning. We will work with schools to evaluate their financial efficiency, recognise where future vulnerabilities lie and take a solution based approach to setting achievable and time bound action plans that address acute financial contexts. Our work with schools will always be underpinned by our commitment to the delivery of value for money and the imperative that change must be in the interests of the young people in the education system.\nOur services include, strategic financial planning, curriculum led budget planning ,risk management ,monitoring and reporting ,recovery planning, reviews of policies and internal financial controls and procedures, facilities/estates management, skills audits.\nExperience has taught us that one size cannot fit all with regard to exactly how support is most appropriately and cost effectively delivered. Whilst the tools that we use and the best practice guidance that we offer is consistent , we will combine remote data analysis with onsite school visits to ensure that the value for money principle is upheld for all schools that purchase our services.\nOur fee structure for consultancy work is below:\nStandard Full Day = £750 plus expenses plus VAT\nStandard Half Day = £500 plus expenses plus VAT\nHourly Rate =           £150 plus expenses plus VAT\n","The ICFP workbook will support schools in preparation of three-to-five financial plans that incorporate classroom staff deployment and meaningful Key Performance Indicators.  The workbook works for primary and secondary schools and includes a section for MAT’s with different school types in their structure.","Julia Harnden","ASCL Funding Specialist","Opt out",4,"Other","Professional Association","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Babcock LDP","Milford House, Pynes Hill, Exeter, Devon, EX2 5GF","07718 697797","LDP-schoolfinance@babcockinternational.com","www.babcockldp.co.uk/support-services/finance-consultancy","The Babcock LDP School Finance Consultancy Team is made up of individuals that have all either worked in schools, academies or the education departments of local authorities. All members of the team are vastly experienced in providing financial assistance to a variety of education settings, including early years providers, nursery, primary, secondary and special schools and alternative provisions.  Some members of the team are accredited School Resource Management Advisers, and carry out financial support and analysis to academies and local authorities on behalf of the DfE.  All members of the team have the ability to provide training to individuals and groups of schools personnel, and are able to describe the education funding landscape to all levels of understanding.  All of the team are either fully or part qualified accounts (ACCA, CIMA, CIPFA and AAT), with many years of post-qualification experience.  As a result of this experience, the team also have knowledge on other aspects of school life, including personnel and curriculum issues. We form part of a larger education services organisation, and as a result have the ability to speak to other individuals that can provide information on school effectiveness, learner services and governance.  As a result of working alongside both maintained schools and academies, we also have experience in working with various financial systems including FMS, Access Education, PS Financials, Quick Books and Xero.","The School Finance Consultancy Team provides a variety of quality support to schools and academies on all financial aspects. This includes: Consultancy - On site support by our experienced team to assist with budget planning, budget monitoring and analysis of finances including benchmarking; website containing user guides, templates and links regarding financial procedures and processes; Bursar Briefings that keep school finance staff up-to-date with funding and finance changes; newsletters to keep schools informed of the latest school finance news.  Academy support - Assistance when converting to academy status; carrying out financial due diligence on the converting school and the MAT; ongoing support with aspects such as VAT returns, cashflow, budget planning and monitoring; year-end guidance to ensure all financial returns are completed according to government criteria, such as the Annual Accounts Return.  Training - this is provided to all school and academy personnel, including finance staff, senior leaders and governors and trustees. This is carried out either as part of group training, or can be arranged on-site for specific school requirements.  Bursar Cover Service - sometimes schools need temporary finance assistance to cover periods of absence, gaps in employment or peaks in workloads. To help schools stay on top of the transactional elements of finance, we can assist with processing orders, invoices, accounts reconciliations, petty cash processing and personnel documentation.  Recruitment - we are able to assist schools at all stages of the recruitment of finance staff, including helping writing job descriptions, shortlisting, setting interview questions and tasks and being part of the interview panel.","No tool","Karl Murphy-Barnes","School Finance Consultancy Team Lead",null,8,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["BHP, Chartered Accountants","2 Rutland Park, Sheffield S10 2PD","0114 2667171","philip.allsop@bhp.co.uk","www.bhp.co.uk","BHP, Chartered Accountants is the largste independent firm in Yorkshire and North East Derbyshire with offices in Sheffield, Leeds, Cleckheaton, York, and Chesterfield . We have a well established academies team, operating from all of our offices and lead by 3 partners. We currently act for over 30 Academy trusts, many of which are growing multi-academy trusts. We are a member of the Kreston Academies Group which acts for over 300 academy trusts throughout the country and produces an annual benchmarking report. Our partners, managers and other staff have developed close relationships with their academy clients and provide them with a range of finance, business and tax advisory services. This includes ICFP reviews and due diligence reviews of schools which may potentially join the trust.","We offer to provide all 3 packages of financial health checks specified by the EFA. The assignments are lead by one of our specialist academy managers under the oversight of a specialist partner in our academes team. When we are appoached by a trust or individual school in relation to a level 2 or 3 check, we will hold an an initial meeting with its representatives (preferably including trustees as well as management) to discuss the organisation and the specific issues that are apparent. Based on this we would draw up a tailored scoping and programme for the work to be undertaken together with a fee estimate. This would be agreed with the Trust before we commence work. After the fieldwork has been undertaken, we would produce a report of our findings and meet with the representatives of the organisation to present our findings.  Level 1 would follow a simlar process except that we would have the initial scoping discussion by telephone, the work would follow a more narrow specification and after our report has been provided, we would answer questions by telephone.  Level 1 checks are by definition a high level review and so we would ask the organsition to clarify which of the Content specified by the EFA for these reviews we are to focus on.","We have a number of speadsheet tools which we can provide to academy trusts","Philip Allsop","Partner","",4,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","No","No","Yes","Yes","No","No","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Billericay Teaching School Alliance, Tony Ward","c/o The Billericay School, School Road, Billericay, Essex CM12 9LH","01277 314420","tward@billericayschool.com","www.billericayteachingschoolalliance.com","Skills: Effective HR leadership and management, Finance Management from processing to strategic overview, Facilities Management. Qualifications: Certificate in School Business Management, Diploma in School Business Management. Experience: Over 30 years of working in Finance sector, 19 years working in finance education, foundation and academy, secondary and primary. Full participation in numerous external audits over the years, all successful. Input into the SDP and linked to budget, review and monitor spend. Prepare, analyse, report on and update 3 - 5 year budget forecasts. Produce and analyse benchmarking reports. Produce monthly Finance Management Accounts for SLT and Governors. Present at SLT meetings to enhance understanding of the schools finances and the link between the SDP and budget and the impact on teaching and learning. Manage and review finances for facilities and capital projects. Regular review of contracts and value for money exercises","Support available to schools would  be Checks 1 and 2, dependent on the time of year and pressures of own role. This would be delivered through the Billericay Teaching School Alliance and their protocol and procedures.","No tool","Jane Ward","Business Manager","",1,"Other",null,"Yes","No","No","Yes","Yes","Yes","Yes","no","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","No","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["Birmingham City Council, Birmingham Audit & Schools Financial Services","1] Audit - Zone 2, Ground Floor, 10 Woodcock Street, Birmingham B2 2HW, 2] Schools Financial Services - Zone 19, Third Floor, Woodcock Street, Birmingham B2 2HW","Don Price: 01213 032970 Sue Beer: 01213 032678","don.price@birmingham.gov.uk or sue.beer@birmingham.gov.uk","www.birmingham.gov.uk","Birmingham Audit have been undertaking high quality audit and financial reviews of schools for many years as part of a planned programme of work within the schools sector. We have also delivered bespoke work  in response to commissions from school Governors and Senior Management Teams. This work has been supplemented by the provision of clear advice and guidance and the issue of a termly newsletter to all maintained schools in Birmingham. We have also undertaken work reviewing financial systems for a number of academies.  We have a dedicated and well trained team set up to undertake school audits and work in partnership with schools to improve their control environments. The team is led by a qualified IIA officer and all team members work to the Public Sector Internal Audit Standards. Schools Financial Services (SFS) has over 26 years of experience in supporting, advising and training school staff and governors in operational and strategic financial management.  SFS is made up of over 50 experienced staff with a range of qualifications including CIPFA, CIMA, AAT, DBSM and CBSM.  All staff are fully competent in supporting all types of schools (Primary, Secondary, Early Years and Special schools), are proficient in the use of a variety of different financial management systems including FMS, CMIS, PS Financials, Corriero etc. and support maintained Schools as well as Academies. SFS provides a range of tailored financial and business management services as well as training for school staff and governors, support with the achievement of the Schools Financial Value Standard, Strategic Financial Forecasting and high level support for schools in financial difficulty.","By working in partnership Birmingham Audit and Schools Financial Services can offer schools the full range of services as detailed within the Health Check offer. All work will be carried out by experienced, fully trained, officers who have a significant amount of experience in reviewing finance within all types of schools. Both Birmingham Audit and Schools Financial Services have well developed processes in place for the management and monitoring of work, including internal review, which ensures that the work undertaken is accurate and of the highest quality. Establishing an excellent relationship with our clients is seen as key to delivering and effective and added value service, and enables us to offer full financial health checks or ad–hoc work that meets the client’s exact requirements.  We ensure that our clients are aware of the cost of the work to be delivered in advance of the work starting, and they are kept informed of any issues that impact on the work as it progresses. Our costs are based on day rates for each member of staff and the work required by the client. We are happy to discuss individual assignments with client officers and agree the structure of the work in advance of signing a Terms of Reference which clearly details what will be delivered, and the responsibilities of our staff and the client.","No tool","Don Price & Sue Beer","Group Auditor & Head of Schools Financial Services","",10,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","Yes","No","Yes","No","Yes","Yes","No","No","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Bishop Fleming","Stratus House, Emperor Way, Exeter Business Park, Exeter, Devon EX1 3QS","01392 448800","academies@bishopfleming.co.uk","www.bishopfleming.co.uk","Bishop Fleming is the UK’s leading accountants to academy schools. We are at the forefront of the sector and regularly meet with policy makers at DfE, ESFA and RSCs.  We advise over 500 academies including around 100 multi-academy trusts, from 7 full-service offices. What makes our services different is the added value expertise from a dedicated team of education experts.\nAudit - Our approach to audit is to work collaboratively with our clients. Our process includes proforma documents and a secure ShareFile system. Alongside the usual reporting, our added value reports include bespoke benchmarking and data analytics, providing additional assurance to the trustees along with additional value for money.  We have a specific MAT approach developed from extensive experience of dealing with around 100 MATs.\nAdvisory - We have an unrivalled reputation on advisory work which ranges from due diligence and integrated curriculum and financial planning (ICFP), reviews of a MAT finance function through to external governance and skills reviews, including a bespoke on-line questionnaire for trustees. We have extensive experience in supporting trusts in receipt of a Financial Notice to Improve and the associated external assessment of financial management and governance, and support resulting action plans to work through improvement.  We have undertaken full external reviews of governance for a number of medium and large MAT’s as well as comprehensive skills review at all levels, from trust board and supporting executives, to local governing bodies. One of our team is a national leader of governance (NLG) who works on our governance review teams.","We offer a free meeting to all potential clients. At this meeting we consider the issues and assist in defining the scope of the work required. We always agree a fee before we start any work. \nStrategic and Governance Advice\n•\tAdvising on strategic plans for a Trust including expansion and re-brokering, RSC liaison, advising on board structure and size. \n•\tMAT Governance and skills reviews using our own toolkit in line with the Academies Financial Handbook and the Governance Handbook, including reviews of committee structures and terms of reference\n•\tAdvice on growth and expansion including trading subsidiaries\n•\tGuidance on regularity issues including self-referral for contentious transactions\n•\tRisk management, Internal audit, Designing Accounting Officer reporting \n•\tPreparing the board for a review visit from the ESFA\n•\tTraining and keeping the board up to date on sector developments \nFinancial support \n•\tIntegrated curriculum financial planning (ICFP), Financial Notice to Improve (FNtI) support, 3-5 year budgets, cash flow forecasts, recovery plans for agreement with the ESFA\n•\tDue diligence on transactions\n•\tMonthly management accounts, budgeting & bespoke benchmarking\n•\tTax Advice - Review of IR35 compliance, review of P11D compliance, review of trading activities, VAT advice on transactions such as property or trading subsidiaries\n•\tReview of income streams for tax issues (including corporation tax, VAT, employment tax)\n•\tGuidance on job descriptions for the CFO and AO\n•\tReviews of finance functions for efficiency and effectiveness\n•\tAdvising on the central function, top slice and GAG pooling\n•\tAssistance selecting and designing financial systems and controls, including schemes of delegation","No tool","Pam Tuckett","Partner","Opt out",97,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Blackfriars Teaching School","Priory Road, Newcastle-under-Lyme, Staffordshire ST5 2TF","01782 297780","tsa.director@blackfriarstsa.com","www.blackfriarstsa.com","Blackfriars Teaching School currently has 2 Specialist Leaders of Education (SLEs) both with Business and Financial Management Experience.  One of our SLEs has Business Management experience in the Primary and Secondary sector and multi-academy trust experience. Training includes: CSBM with the NCTL, CIPFA qualified, she is also a Member of the Institute of Leadership and Management and NASBM. Our SLE has supported schools through the Academy conversion process and delivered training on 'The Role of Business Manager' on the Fast Track to Leadership Programme. Our second SLE has held a variety of roles including: Support Service Manager and Federation Business Manager, having worked in the private sector as a Financial Accountant and the public sector as a Finance Manager. She is qualified to AAT level and has a Certificate of School Business Management. She also has experience in Sage Finance and payroll packages, premises and project management.","Our Specialist Leaders of Education (SLEs) have the experience of being Trust Directors in both the primary and secondary sectors and can offer a bespoke budget review service including: working to a specific budget focus area of the school’s choice; assisting with budget planning; reviewing staffing structures and assisting with staffing structure reviews. \nOur SLEs are available to deliver training or offer support and guidance to colleagues on: \n- Budget Health Checks \n- Budget Reporting to Governors and Trustees Academy \n- Finance Training for Governors\n- Responsible Officer for new Academies\n\n\n\n\n","No tool","Bernadette Pearce","Director of Blackfriars Teaching School","",2,"Other",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Blick Rothenberg ","16 Great Queen Street, London WC2B 5AH","0207 544 8805","mark.hart@blickrothenberg.com","www.blickrothenberg.com","We act for a number of private and state run schools and can provide insight on management and governance issues. As a commerical focused organisation we can leverage the work we do with corporate clients into this sector.","We act for a number of private and state run schools and can provide insight on management and governance issues. As a commerical focused organisation we can leverage the work we do with corporate clients into this sector.","No tool","Mark Hart","Partner","",5,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["Bolton Council","Department of People, 1st Floor, Town Hall, Bolton BL1 1JW","01204 332035","julie.edwards@bolton.gov.uk","www.bolton.gov.uk","We are an established Council that have undertaken similar work to this in recent years. We have an existing professional relationship with schools within the Bolton family  threrefore have the local knowledge, historical knowledge and school specific knowledge to put us in a prime position to offer this service","As a council we would work on a shared approach to these health checks and include a combination of skills including Finance, HR, School Improvement and Governor Services. We have found this to be a very effective approach that we are adopting on a more regular basis due to the current climate. Although this service is finance led, by including a mix of professionals rather than just finance we have found this provides the skills, knowledge and expertise to understand the implications of any proposed action.  There have been a handful of services not ticked on the Health Check Offer at this point as they are quite specicic and technical regarding academy conversion and operation, we are building our academy offer so could add these in the future but in the meantime have highlighted where we believe our skills lie.","No tool","Dr Tony Birch","Assistant Director, Bolton Council","",4,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["Briarsmead Limited","Briars, Mead Road, Bristol, South Gloucestershire BS34 8PS","07903 437905","vfitzgerald@briarsmeadlimited.com","www.briarsmeadlimited.com","We specialise in financial consultancy for academies and the wider education sector. We provide support at all stages of development: conversion for single academies and multi-academy trusts; growth of multi-academy trusts through new member academies, free schools and mergers.\n\nFounding director, Victoria has over 20 years experience as a professionally qualified accountant and holds an MBA. She focuses on finding out what is important and helping senior teams make crucial decisions. She gets to the root of any situation quickly moving organisations ahead with practical recommendations. She is passionate about making financial planning easy and relishes helping organisations succeed.\n\nBriarsmead has provided strategic financial consultancy to a high performing multi-academy trust in Bristol during a key stage of its growth.  Briarsmead has worked with a unique new multi-academy trust in Wiltshire during and after formation and supporting the trust in the next stage of growth. Briarsmead has worked with a new multi-academy trust in Leicester during formation. \n\nBriarsmead has carried out Integrated Curriculum and Financial Planning evaluations for multi-academy trusts.\n\nVictoria was chair of a multi-academy trust in South Gloucestershire, working with the executive leadership team. Her influence and positive challenging style resulted in a significant impact on the organisation's performance.\n\nDirector, Phil is a professionally qualified accountant with a PGCM and over 30 years experience in engineering, accounting and management.\n\nHaving held many senior financial roles he has specific skills in project planning and budgeting, business investment decision-making, corporate governance, risk and change management. He understands the financial pressures facing senior stakeholders. He also has valuable experience of designing and delivering financial training packages for non-accountants at all levels of business.","We're flexible, approachable and we'll adapt the financial health check to your needs. \n\nWe're passionate about making things straightforward and you can rely on us to talk your language whether you are a Chair, CEO or in the Business Team. We understand that ensuring financial sustainability can be challenging.\n\nWith first-hand experience of working with organisations in your sector, we'll focus our expertise where you most need it.  Whatever you need for your health check we'll tailor our service for you. \nWe're used to getting to grips with problems and finding solutions, which you can implement quickly. We like to make a difference by making your organisation financially stronger. \n\nWays we could support you in your financial health check:\nHelp you to understand strategic financial goals\nAudit financial strengths and weaknesses\nEvaluate immediate budget position\nReview long term financial forecasting\nSupport with financial scenario modelling\nInvestigate ways to reduce costs and improve efficiencies\nSuggest ways to maximise income    \nFinancial risk analysis                                                 \nInternal controls advice and financial compliance reviews\nEvaluate financial expertise and recommend ways to resolve skill gaps\nReview financial governance\nMentoring, coaching and financial training\nPresent findings and recommendations to your board \n\nWe will meet with you to agree the scope of your financial health check or independent Integrated Curriculum an Financial Planning evaluation. You will be provided with a tailored quote for each project, which will include the number of days consultancy required. Briarsmead 2019 daily rate is £550 in the Bristol and South Gloucestershire area and £600 for the wider West Country, plus VAT and expenses.\n","A full integrated curriculum and financial planning metrics tool/matrix suitable for mixed phase multi-academy trusts, single academy trusts and local authority schools"," Victoria FitzGerald","Director","Opt out",2,"Commercial",null,"No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","Yes","No","No","No","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","Yes","Yes","No","No","No","No","No","No","Yes","No","Yes","No","Yes","No","Yes","No","Yes","Yes","Yes","Yes","Yes","No","Yes",{"$f":"IF(AND('2. 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["Brighton and Hove City Council","Bartholomew House, Bartholomew Square, Brighton, East Sussex BN1 1JE","01273 293462","karen.haworth@brighton-hove.gov.uk",null,"Our local authority team provides a professional advice and support service, covering all aspects of finance for schools. As a traded service, our experienced and qualified team provides financial guidance to 100% of the local authority schools in the city. In addition, a free school also buys into our service. With our many years of experience in all aspects of education finance, we understand that financial management in schools can be complex and challenging. Our dedicated staff:\r\nProvide advice and support to schools\r\nIdentify tools to help improve financial health & efficiency\r\nHelp to ensure that schools make the most effective use of the resources available to them","As a local authority, our well established and experienced team can provide the necessary support to help schools review their current financial position, identify issues, and take appropriate action. We can offer professional financial guidance with a wide range of services, including but not limited to:\r\nâ€¢\tReviews of systems, procedures and efficiency \r\nâ€¢\tBudget setting, monitoring and forecasting\r\nâ€¢\tBenchmarking tools and the Efficiency Metric\r\nâ€¢\tSupport for schools in financial difficulty\r\n","No tool","Karen Haworth","Schools Contact Accountant","Opt out",2,"Local authority",null,"Yes","Yes","No","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","No","No","No","Yes","Yes","No","Yes","Yes","Yes","No","Yes","Yes","No","Yes","No","No","Yes","Yes","No","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Business Connection UK Limited","6 Wellesley Road, Croydon, Surrey CR0 2AJ","07827 441603","info@bcukltd.co.uk","http://www.bcukltd.co.uk/index_2.html","We are the expert in schools finances, understand the funding complications and helped schools and academies to recover from the financial deficit. We understand recent changes in funding level for schools and ensure that your school will get first class service from our school advisers. Our Finance consultancy service aims to support our schools, academies, and local authorities in their finances. Our staffs are qualified accountants with experience of over 15 years of working in the education industry understand each school's individual budgetary needs and support our schools to make the best use of resources from limited budgets.  We also specialise in schools financial management systems help school and academies to generate the best financial reporting for schools governors, directors, and other stakeholders.  We work closely with the Headteachers, SBMs, and schools Senior leadership group to understand their reporting requirements help them make the right decision for their school within the limited budgets available to them.","We offer mainly three packages which are given below: 1. Silver - 6 days in a year which covers budgeting, a quarterly review of accounts, and support at year-end. Cost of the Service Level Agreement is £3,600 per year per school 2. Bronze - 13 days in a year covers all service offered in the Silver package on a monthly basis. We also cover strategic financial management support to schools which allow the senior leadership team to make an informed decision for their schools. Cost of the Service Level Agreement is £7,150 per year per school.  3. Gold - The services cover Integrated Curriculum led the financial planning, support with the school restructure, academies conversion, Accounting system implementation & training, financial analysis, procurement and presenting information at board level. We used a combination of qualified accountants and experienced qualified Educationalist to provide support to schools and academies in the Gold SLA. The cost of the service is based on £950 per day. Schools are required to purchase a minimum of 8 days in a year.","Whilst we currently don't provide my own tool I can assist you in choosing the appropriate one.","Muhammad Ali Hanif","Director of Schools Traded Services",null,3,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Business Solutions","44 Langton Road, Holton Le Clay, Grimsby, Lincolnshire DN36 5BJ","07795 579554","rlanebsol@gmail.com",null,"I have thirteen years experience working within schools. Ten of the years I was the Business Manager of a Primary School that successful converted to a stand-alone Academy in 2012. I managed the conversion process and continued to develop the role of a Business Manager in a very diverse and varied role. I retired from full time work in August 2017 and now I am a sole trader providing business and financial services to schools and academies, I am currently studying to complete my AAT qualification to continue my own professional development.","The services I offer include financial health checks; audits; budgeting guidance, planning and monitoring; analysis and advice on best value and practice; personnel; GDPR and data management.","No tool","Rosemary Lane","Consultant",null,1,"Other","Sole a Trader offering business and financial services to schools and academies","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","Yes","Yes","No","No","No","No","No","No","Yes","No","No","Yes","No","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["Campion Financial Consultancy Ltd","75 Springfield Road, Chelmsford, Essex CM2 6JB","0208 819 3231","lcampion@campionconsultancy.org.uk","www.campionconsultancy.org.uk","Campion's consultants have many years of experience in delivering Business, Financial, Recruitment and Site Management services to Schools, Academies and MATs.  Aside from holding relevant academic degree (graduate and post graduate level) and professional qualifications, all our consultants have direct experience of working in the schools, academies and MAT sectors themselves.  Our senior consultants who provide advice on strategic level matters such as budget management and recovery, ICFP and Financial Health, staffing, site management, academy conversion, internal audit & controls, and governance have all worked at an executive level, alongside senior leaders and governors in Schools, Academies and MATs for many years.  The people we place to deliver operational level support are also highly experienced in their field and hold qualifications relevant to their role, for example, CSBM, DSBM, School Resource Management, NEBOSH, IOSH, etc.  We have extensive experience in a full range of software and accounting and management systems used within the Education sector and have affiliation with key providers, for example HCSS and providers of accounting software, and frequently also deliver training and advice to some of those providers to assist in shaping products to be released within the sector.","Campion offers a comprehensive range of Business, Financial Recruitment and Site Management services to Schools, Academies and MATs.  We offer complete flexibility with regard to the model of delivery to suit your and budget, i.e. one-off consultancy services, ongoing weekly, monthly or termly visits, or full-time and part-time staff placements.  Our services cover an extensive range of School and Academy Business and Financial Services, and a comprehensive range of Site & Facilities Management services, including direct placement of Facilities Managers and Site Staff.  Our Financial and Business Management services include Budget Development, Management and Recovery, Policy and Internal Controls Development, FHC, Budget Monitoring and Financial & Accounting Management Services, Support following receipt of an FNI, Compliance, Academies Conversion, and Recruitment.  Site and Facilities Management Services include tailored advice and support, Site Management, Caretaking & Cleaning, Health & Safety Matters and Compliance.  Across the full range of our services we offer comprehensive Recruitment services, including direct advice, preparation of recruitment materials, sourcing staff, attendance at interviews and placing staff.  These services include direct placements, during which staff remain employed by Campion but deliver on-site services to provide absence cover, or meet longer-term staffing requirements.  \nThe details of your initial enquiry will be discussed with a Senior Consultant who will make direct contact with you to discuss your specific requirements and we will offer you a no-obligation appointment to visit to help us to understand your organisation and its needs in greater detail.  \nCampion offers a comprehensive range of Business, Financial Recruitment and Site Management services to Schools, Academies and MATs.  We offer complete flexibility with regard to the model of delivery to suit your and budget, i.e. one-off consultancy services, ongoing weekly, monthly or termly visits, or full-time and part-time staff placements.  Our services cover an extensive range of School and Academy Business and Financial Services, and a comprehensive range of Site & Facilities Management services, including direct placement of Facilities Managers and Site Staff.  Our Financial and Business Management services include Budget Development, Management and Recovery, Policy and Internal Controls Development, FHC, Budget Monitoring and Financial & Accounting Management Services, Support following receipt of an FNI, Compliance, Academies Conversion, and Recruitment.  Site and Facilities Management Services include tailored advice and support, Site Management, Caretaking & Cleaning, Health & Safety Matters and Compliance.  Across the full range of our services we offer comprehensive Recruitment services, including direct advice, preparation of recruitment materials, sourcing staff, attendance at interviews and placing staff.  These services include direct placements, during which staff remain employed by Campion but deliver on-site services to provide absence cover, or meet longer-term staffing requirements.  \nThe details of your initial enquiry will be discussed with a Senior Consultant who will make direct contact with you to discuss your specific requirements and we will offer you a no-obligation appointment to visit to help us to understand your organisation and its needs in greater detail.  \n","Campion offers a range of support in the area of ICFP, referencing DfE materials and guidance to provide a school, academy or MAT with analysis and reporting, review and recommendations","Louise Campion","Managing Director","",6,"Other","Business, Financial and Site Management Consultancy Services to Schools & Academies","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","Yes","No","Yes","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["CBASADOFSKYS LTD","Princes House, Wright Street, Hull HU2 8HX","01482 228488","pdrant@cbasadofskys.co.uk","www.cbasadofskys.co.uk","Chartered Accountants and Registered Auditors dealing with Academies","Full service tailored to requirements of those charged with governance","No tool","Paul Drant","Director","",4,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["Checks and Balances Ltd","127 Sunningdale Avenue, Feltham, London TW13 5JS","07809 870335","kp@checksandbalances.co.uk","www.checksandbalances.co.uk","Checks and Balances founder Kishor (CEO)is an experienced banker with over 20 years of banking experience covering Treasury, Risk management and corporate banking. Kishor is also the Vice Chairman of the Board of Directors and Chairman of their Board Finance and Risk Committee at Eko Trust (Multi Academy Trust). The trust currently manages four academy schools in London.  He is currently undergoing a one year Development for Chairs and  Development for Boards training sponsored by the Department for Education through the National Governance Association, London. He is also a member at the Institute of Directors (IOD),Association of Corporate Treasurers London and Institute of Risk Management London.  Checks and Balances is the ICAEW liscense holder for conducting Governance and financial control trainings through educational films for the Trustees, Board members and Governors.  This extensive banking, financial control and corporate governance experience enables him to be a catalyst in helping schools and Trusts in meeting their financial obligations and achieving their financial objectives.","Supporting, Advising and acting as a catalyst for schools and Trusts in the following areas\n\n- Formulating / Reviewing and improving their Financial policies, Risk policies and overall financial controls\n-  Integrated curriculum and financial planning (ICFP)\n - Providing analytics support to the CFO and Accounting officer \n- Project management support \n- Identifying areas to improve other income and investment income\n- Helping with audit plans and implementing recommendations\n- financial notice to improve support\n- Budgeting methodolody\n- Project management tools\n- Mentoring and monitoring project champions\n- Cash flow and stress testing analysis\n- Financial Delegation matrix review\n- Financial handbook compliance MOT check\n- Funding Agreement compliance MOT check\n- Learnings from ESFA investigation reports \n- Financial benchmarking\n- ICAEW educational films for consucting trainings on Governance and Financial Control awareness","No tool","Kishor Parulekar","CEO","Opt out",2,"Commercial",null,"Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["CIPFA","77 Mansell Streel, London E1 8AN","0207 543 5600","customerservices@cipfa.org","www.cipfa.org","CIPFA is the global expert in public finance. We have a long and proven history of delivering real, measurable impact across public services through unrivalled specialist experience and knowledge. CIPFA is proud to be the only accountancy body that focuses on finance within public services globally.  We have a range of divisions within CIPFA providing a variety of specialisms - both generically across the public sector and also specific support  for schools and academies. This includes our benchmarking and statistics reports, counter fraud centre, better governance forum, financial management and technical accountancy support, insurance advice and of course our education finance guidance. All of our advisors have worked within the public sector, and can provide education focused advice to support schools and academies \n\nOur expert advice, guidance and wide range of carefully designed products and services offer essential support as schools and academies review and improve their operating models and strategies to meet the challenges set by the government. We also provide a number of professional CIPFA accountancy qualifications, as well as our accredited courses for schools and academies and a range of bespoke onsite training courses to meet client's specialists needs.\n","CIPFA can provide highly skilled finance professionals that also have an education background. We have a pool of advisors situated around the UK who have worked in schools, academies or local authority education teams and therefore understand the challenges faced and can support you to find individual solutions. We have experience in budget management, funding formulas, needs based curriculum organisation, financial processes, governance, audit, risk management and accountancy support. We also have a specialist property services division who have worked with the Education Funding Agency and a number of schools and academies to provide advice on a range of property issues.  It is important to note that we provide bespoke solutions to meet the needs of schools and academies; we do not have an 'off the shelf' package.                                                                                                                                                                                                                                                                                                 \n\nWe will also work with partners from across the sector, each of us drawing on our specialisms and helping bring a wide range of skills and capacity to deliver support to schools and academies. This includes national associations, education focused bodies, IT solutions, audit specialists and insurance and risk providers. \n\nCIPFA can provide work on a fixed fee or a daily rate basis, and we are open to negotiation on our rates. We are happy to undertake initial discussions with no obligations.\n","No tool","John O halloran","Head of Consultancy ","",5,"Other",null,"Yes","Yes","Yes","yes","yes","No","yes","yes","yes","Yes","Yes","Yes","Yes","No","No","Yes","yes","yes","yes","yes","yes","yes","yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["Clemence Hoar Cummings","Riverside House, 1 - 5 Como Street, Romford RM7 7DN","01708 333300","david.belbin@chc.uk.com","www.chc.uk.com","In addition to the Academy work we already undertake, the entities we support include, Limited Company and Non-Corporate Charities, Housings Associations, Tenant Managed Organisations, Companies Limited by Guarantee, Clubs and Associations. Clemence Hoar Cummings LLP (CHC LLP) have been proactively involved with the third sector for many years and attend to many clients’ needs in Essex and the London boroughs.  \n\nAs a firm, we have been involved with the Academies sector since 2012.  We have also advised on a Multi Academy Trust assisting with the setting up of common reporting procedures across the academies.  Our Managing Partner, David Belbin has the Diploma in Charity Accounting (DChA) from The ICAEW, our Associate Lee Blunden is qualified as a Chartered Tax Adviser (CTA) with the Chartered Institute of Taxation (CIOT) and our staff that head up the operation teams are fully qualified Chartered Accountants.\n","We offer a partner led service working with Academies.  We are very mindful that those responsible for finance in Academies are not necessarily trained finance professionals and so we seek to provide an empathetic service that builds on the skill sets of those we work within the academies and empowers them to take greater responsibility as their knowledge develops.\n\nWe take an approach to work that puts our clients first and involves listening to their needs and requirements in order to make an assessment of what really is required in any given situation to best service their needs.\n\nWe seek to add value to any assignment we undertake, so that any areas of weakness are identified and through preventative measures difficult situations can be avoided.   We allocate a dedicated member of staff to guide you through each process and we provide a service to support you through any changes that may be required following our assessment.\n\nOur fees are based on our estimate of time that will be spent.  We can work to a fixed fee assessment if the client wants that.  By using the right levels of staff we will be able to ensure that maximum value for money is provided.\n\n\n\n","No tool","David Belbin","Managing Partner","",3,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["Clive Owen LLP","140 Coniscliffe Road, Darlington, County Durham DL3 7RT","01325 349700","chris.beaumont@cliveowen.com","www.cliveowen.com","We are a eleven partner firm of Chartered Accountants with offices in Darlington, Durham and York which has been working with Academies for over ten years. We now act for over forty five Academy Trusts which include converter and sponsored academies, free and a University Technical College (UTC). These trusts include over one hundred individual schools/academies. \nAll Academy assignments are partner lead - Chris Beaumont, Kevin Shotton and Gary Ellis, all have extensive experience of working in this sector. They are supported by four managers and ten onsite teams. Two of our partners have also been awarded the Diploma in Charity Accounting. \nDuring the ten plus years we have been working with Academies we have helped with budgeting, setting up accounting systems, governor training, policies and procedures implementation, written/updated financial procedures hand books, attended interviews for finance staff, reviewed structures to minimise tax as well as helping to monitor systems and procedures to ensure that they are working correctly. In addition we have undertaken CLFP reports.\nOne of our partners is involved in writing the Kreston benchmarking report, a survey based on the results of over 10% of all academy trusts in England.\nIn one instance, where the finance team left, we were appointed to set up a new accounting system, and recreate management accounts for the first five months of the financial year. Once we had established their cost base, we worked with the trust to forecast their financial position for the next two years.\n","Each assignment would be different and the scope (area of concern and outcomes) and fee would be agreed with the school following an initial free meeting. \nAs a firm of Chartered Accountants we have extensive experience of working with clients on a range of financial issues. In particular we have significant expertise in assisting organisations to identify financial issues and how to solve them. Once we have identified a solution we work with our clients to transfer knowledge so that, when ready, they are able to take these tasks in-house. This gives the school a long term cost effective solution.\nThe assistance provided could involve a review of the current financial health on a specific issue/topic and provision of a written or verbal report, potentially to the Trust board. Alternatively we could undertake a more in depth review of the financial information/data either on a historic basis or forward looking basis, or a combination. The format/outcomes would be agreed in advance.\nOur team has extensive experience of working with all of the major financial software, in some cases writing reports to provide information in a more user friendly format. All onsite teams are involved with academies throughout the year working on internal assurance (mini audits) and teachers’ pension scheme audits. We have also undertaken one off assignments – new accounts system and recreation of accounts mentioned above, a review of the viability of a sports centre at a maintained school, review of systems and governor training to mention a few.","No tool","Chris Beaumont","Partner","",2,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","Yes","No","No","Yes","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["Cofie Limited","8 Nuttall Court, Birchwood, Warrington, Cheshire WA3 7NQ","07845 092545","john.akinyemi@btinternet.com","www.cofie.co.uk","The company has over 10 years experience of delivering advise and guidance to state schools. This experience extends from Nursery to 6th Form. Our experience embraces all aspects of finance, accounting and goverance in schools, academies and free schools. We have a practical approach that not only provides expert advise and guaidance but also assists school/trust with the implementation of any advise and guaidance we provided. We are very much hands-on in our approach, we believe we can help organisations get the very best out of the resources they employ. We work in partnership and help embed best practise across the organisation. We provide support in budgeting, monitoring, process and procedures, restructuring, financial due diligence, management accounting, system set-up, internal audit, responsible officer forefillment,  interim support, consultancy etc. We believe in honesty and hard work and strive to provide excellent service. We are an organisation who rely upon word of mouth to obtain business, we sell by providing excellence. We like to build relationships with our clients and we have grown due to the growth of our clients. We now have clients whom we have served for over 10 years. We employ fully qualified accountants who have excellent accounting skills but more importantly have excellent interpersonal skills.","Our service is tailored to requirements but embraces any of the following (but not limited to these): Financial Health Checks,  Integrated Curriculum and Financial Planning, Restructuring, Budgeting, Management Accounts, Internal Audit, Year End Preparation and Annual Accounts, Responsible Officer, Governance, Training of Finance Staff, Leadership and Governors/Trustees, Accounting and Finance Support, Interim CFO/Finance Manager/Business Manager, Finance Staff Supply, System set up and implementation, Financial Due Diligence, Grant Applications, Consultancy etc","We have a spreadsheet that we complete using the schools curriculum timetable data. This then identifies any under or over utilisation. It also looks at contact times and class sizes. We work with the school to model an efficient and effective financial model taking into account the schools improvement plan. We seek to ensure that the school can deliver a balanced curriculum that meets the needs of pupils whilst at the same time remaining financially sustainable.","John Akinyemi","Director","",2,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Confederation of School Trusts","Suite10, Whiteley Mill Offices, 39 Nottingham Road, Nottingham NG9 8AD","01159 170142","admin@cstuk.org.uk","www.cstuk.org.uk","The Confederation of School Trusts (CST) is the national organisation and sector body for school trusts in England, advocating for, connecting and supporting executive and governance leaders.  We are a membership organisation of organisations.  This means that the organisation - the Trust - is the member.  When your Trust joins CST, we will support the whole executive team, the trustees and the trust board as a corporate entity. ","The Confederation of School Trusts (CST) can provide a 4 day evaluation of a trust's financial efficiency with advice on how to embed ICFP (intergrated curriculum financial planning) into the trust's processes.  The evaluation also recommends actions for future planning.  The evaluation will run over 4 days, with an optional 5th day for a deeper analysis of financial and curriculum issues.  This extra day is about testing the parameters of curriculum modelling and its financial implications.  If necessary, a next stage of work to support the trust to implement the recommendations, can be arranged.  CST can also arrange bespoke seminars and training to support all of your trust/schools needs.","CST can supply a ICFP tool for schools and academies","Clare Robson-Farrelly","Executive Officer","",5,"Other",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Consillium Business Services Ltd","2 Hereford Way, Rugeley, Staffordshire, WS15 1GP","07904 207397","sharon.thorp@consillium.co.uk","www.consillium.co.uk","14 years Local Authority School Business Manager, 5 years Trust Business Manager (CFO), School Resource Management Advisor (SRMA) and Regional Teams Leader for East\nMidlands and Humber, CFO Mentor on the Pilot scheme, DSBM Tutor and Assessor, Fellow of the Institute of School Business Leaders (ISBL).  With two decades of school business experience, I have the skills and expertise to help you\nnavigate these projects. Rather than adding more to an already very workload, I can take that\nadded pressure away. Offering practical support and guiding you every step of the way so you\ncan concentrate on educational provision.\nAs an experienced and trained data protection officer, I'm well equipped to support you with\nactionable steps that will minimise your risk and develop your practice.","Internal Audit/Assurance - working in partnership with school leaders to implement a\nprogramme of internal scrutiny for compliance with the Academy Trust Handbook and\nGovernance Handbook. You will have independent reassurance controls and risk\nmanagement procedures are in place and operating effectively. Your best practice will be\nidentified and built upon, providing clear priorities for action, through a report with\nrecommendations. Resource Management - Resources are limited and valuable in the education sector; the curriculum, safeguarding, staff, legal and regulatory requirements. A confidential and non-judgemental review gives you practical advice and recommendations, supported by a detailed report. Having a clarity on the current position supported by expertise and a collaborative approach, will give you the motivation to move you forward.  Project Management – some examples of the support available: • Your school is converting to an academy, and you want someone to manage the conversion, • You are becoming a MAT or transferring into one and need the whole process to be coordinated, by someone who can guide you, • There is a premises project coming up and you want a project manager to pull it all together and make it happen.  Governance & Compliance – with the education sector regularly being in the top three sectors for data breaches, it's an important area to get right. A compliance audit will look at how your setting complies with each of the key areas of UK data protection law as well as ICO's Accountability Framework. From your governance structure to staff induction and training, this comprehensive review will identify areas of good practice, what improvements need to be made, and your risk areas.","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Sharon Thorp","Director",null,1,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Cooper Parry Group Limited","Sky View Argosy Road, East Midlands Airport, Derby DE74 2SA","01214 564456","advice@cooperparry.com","https://cooperparry.com","We are heavily invested in the education sector and our dedicated team have a passion and depth of knowledge that we share with our clients. Our team are all qualified accountants and specialists in the academy sector.  We are a premier partner of the Association of School and College Leaders and an approved partner for the Institute of School Business Leadership. We exhibit and speak at both ISBL and ASCL events and conferences and collaborate in providing sector and technical updates.  We encourage our people to sit on Trustee boards to provide them with a deeper understanding and knowledge of the sector and to have empathy with our clients by sitting on the 'other side of the fence'.  We are represented on the ESFA's auditor forum group which provides direct interaction and dialogue with the ESFA on a quarterly basis on financial reporting, regularity issues and emerging sector developments.  We also host and run various seminars throughout the year focused towards the academy sector.  Our dedication to the sector means that we have direct and early insight into how the sector is feeling and we aim to help the sector by using our voice to effect positive change.","We provide a wide range of financial services to schools and are happy to tailor work to your needs. As an example, we have already provided work in the following areas:  INTERNAL ASSURANCE AND SCRUTINY SERVICES concentrated reviews and testing of specific areas within a Trust based on key areas of risk as assessed by the Trustees.  We have preferred partners in estates management, Pick Everards, who can assist with this service.  Projects support assistance in FINANCIAL DUE DILIGENCE for academy transfers and mergers, INTEGRATED CURRICULUM FINANCIAL PLANNING reviews, strategic planning advice and assistance in software implementation etc.  GOVERNANCE assessing the effectiveness of governance structures, assistance in putting in place best practice procedures and structures and training for Trustees and Accounting Officers on the roles and responsibilities.  TAXATION ADVICE maximising the benefits and minimising the costs of the direct tax and indirect tax (VAT) regimes.  We will always ensure the scope of work and fees are agreed in advance with the Audit/Finance Committee or SLT, as appropriate. During the course of our work, we feed back informally, so that there are no surprises when we draft our report. We work with management to ensure that the report is factually correct and to incorporate agreed actions against our practical and relevant recommendations. The report will highlight the overall level of assurance for each area reviewed using a Red, Amber, Green (RAG) grading system.","Whilst we currently don't provide my own tool I can assist you in choosing the appropriate one.","Simon Atkins","Partner",null,7,"Commercial",null,"No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"Some"}]
["Crowe U.K.LLP","St Bride's House,10 Salisbury Square, London EC4Y 8EH","0207 842 7276","Tina.Allison@crowe.co.uk","www.crowe.co.uk","Evaluation of systems and controls","In working with us you are considering a firm and team with significant charity and education expertise with specific knowledge of the issues you are facing. Our services are delivered by a specialist team of skilled advisors. These individuals have significant experience in delivering advisory services and practical solutions.\n\nWe have a wealth of experience in advising schools and charities on the areas outlined above. These are complemented by our wider multi-disciplinary team which includes VAT, employment tax, direct tax, internal audit and IT audit.\n\nYou will benefit from:\n• a highly skilled advisory team keen to work in partnership with you\n• an efficient, cost effective and proactive audit service\n• a professional and pragmatic client focused approach \n• access to our unparalleled expertise \n• an approach which will actively seek to support your strategic objectives and assist you to meet future challenges\n• high quality audit and advisory reports providing practical recommendations.\n\nOur advisors are skilled at providing practical advice to their clients. We will provide solutions that work rather than esoteric ideas that don’t. Our teams will be drawn from our eight offices across the UK depending on the task, skills-sets needed and geographic location. We will endeavour to provide a local team in case further support is needed after the initial task has been completed.\n\nWe will quote on the time and level of staffing we estimate needed to complete the assignment. We will ensure we fully understand the scope and complexity before and communicate this in writing with our fee estimates.\n\n\n\n","No tool","Tina Allison","Partner, Head of Education","","30-35","Commercial",null,"No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["David Allen, Chartered Accountants","Dalmar House, Barras Lane Estate, Dalston, Carlisle, Cumbria CA5 7NY","01228 711888","alison.welton@david-allen.co.uk","www.david-allen.co.uk","David Allen is a firm of Chartered Accountants and registered auditors with ICAEW. We have offices in Dalston, (near Carlisle), Dumfries, Workington and Penrith.  All work undertaken would be managed by partner, Alison Welton (senior statutory auditor for the firm), ensuring all your needs are met.  We are committed to providing excellent customer service, tailored to your specific needs.  We have a dedicated academies and schools team who are specialists in their individual fields and ensure they go the extra mile in all that they do.  The firms audit staff would be responsible for the work and services offered, details of the audit staff and their qualifications can be found on our website.  In addition our website also includes details of testimonials provided by our client's, following work undertaken for them.  The firm has experience in the following areas:\n- undertaking audit work for a variety of different organisations in varying size, including reviewing the accounting procedures and internal controls; \n- reviewing systems and processes and identifying areas where these can be developed to either improve efficiency or to reduce the risk to the school; \n- experience and detailed knowledge of academy governance and reporting requirements;\n- reviewing specific financial issues including deficit planning and pupil number review; \n- assisting with the implementation of financial systems and controls including the development of a financial procedures manual; \n- identifying more efficient processes to use, in order to optimise the accounting function; \n- budgeting and financial forecasting;\n- school action plans.\n","Utilising our team of specialists and our in depth knowledge and experience of working with schools and academies, we are able to offer to you all areas of the proposed financial health checks. In order to plan and tailor the services provided, we would undertake planning procedures including discussions with you regarding your exact requirements/ aims.  In addition we would gain an understanding of the risks in these areas and prepare tailored testing to be undertaken to ensure your aims are addressed.  Throughout the work undertaken we will ensure there is effective communication with yourselves and at the conclusion of the assignment we will ensure that we provide effective reporting and communication.  We would be happy to offer any further assistance as necessary, as a result of any findings and recommendations made.   Fees - Our clients repeatedly say that our fees reflect excellent value for money.  If we are asked to undertake any work for your organisation then initially we will provide you with a quotation for this work, following discussions with you regarding your requirements.  David Allen also has a number of affiliated companies, which can provide assistance to your organisation. David Allen IT Solutions can provide businesses with an IT support service, computer equipment sales and installation and backup and security solutions.  David Allen Recovery Solutions are able to provide practical advice on debt recovery and effective credit control for your business.  ","No tool","Alison Welton","Partner","",3,"Commercial",null,"No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Dodd & Co Limited","FIFTEEN Rosehill, Montgomery Way, Rosehill Estate, Carlisle, Cumbria CA1 2RW","01228 530913","martin@doddaccountants.co.uk","www.doddaccountants.co.uk/","Dodd & Co are a full service firm offering expertise in all areas of financial accounting, planning and control  applicable to academy schools. All staff undertaking the work would have a recognised accountancy qualification and be experienced in the education sector through work undertaken in our roles as both internal and external auditors to a number of single and multi academy trusts. In addition we have personnel who have fulfilled the role of acting Finance Director of a multi academy trust and are therefore have the necessary expertise to assess and advise on the improvement of an academy's systems and controls from both a financial and operational point of view.      ","Dodd & Co will provide a reliable and efficient service that will identify areas of weakness and detail the necessary steps required to implement the improvements required to ensure the school is run in as efficient a manner as possible and in accordance with the legisaltion published by the Department for Education. This will be achieved through both a review of the procedures in place and through discussions with school personnel to identify the key problem areas requiring attention. Our fees are competitive and will be negotiated on a case by case basis following discussions relating to the work required to be undertaken.      ","No tool","Martin Ward","Partner","",2,"School/trust",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Doncaster Metropolitan Borough Council","Civic Office, Floor 2, Waterdale, Doncaster, South Yorkshire DN1 3BU","01302 862938","peter.jackson@doncaster.gov.uk",null,"Doncaster Audit Services (DAS) has provided Internal Audit Services to Doncaster Council Schools since 1974 covering a vast range of areas which have evolved during this time. The Head of Internal Audit has over 30 years’ experience in public sector internal and external audit of Local Authorities. An Internal Audit Manager is responsible for the management of school audits and works closely with the Head of Internal Audit and the Principal Internal Auditor, Schools Portfolio Lead. All assignments are led by auditors who are professionally qualified and appropriately experienced and have the required security clearance. A selection of key audit areas examined include reviews of schools financial controls (budget reporting, 4 year plan, benchmarking), governance arrangements, procurement, recruitment, payroll, cash handling, school meals, lettings, declaration of interests, petty cash, information security and data protection. We have the breadth of skills and experience to undertake areas not listed here. Our knowledge of schools processes and systems places us in an excellent position to deliver financial health checks successfully. Feedback from Headteachers and Business Managers is very positive of the Internal Audit Team's professionalism, advice and support provided. Work is undertaken with due professional care with all auditors working in full compliance with Public Sector Internal Audit Standards (PSIAS) which reflect the Institute of Internal Audit International Standards. The CIPFA Code of Ethics defines the principles and code of conduct of our auditors. The Code covers Integrity, Objectivity, Confidentiality and Competency. Our staff have signed up to and operates to this Code.","Doncaster Internal Audit Services is able to provide financial health checks to maintained schools and academies for Financial Health Checks 1, 2 and 3. We are flexible on the detail of the checks that are required to support schools. This is an area that can be discussed and agreed on an individual school basis by the Internal Audit Manager/Portfolio Lead and each school, thereby enabling work to be undertaken that is tailored to the needs of individual schools. The cost will reflect the level and detail of work required, the seniority of auditors involved and the length of time required to complete the work (in the region of £275 - £375 per auditor day). Work will be undertaken in a secure, independent and objective basis. Our approach is a collaborative one aiming to add value to schools and assist them in their financial management arrangements. Health checks will be delivered as follows: a) audit scope clearly defined and tailored to individual schools; b) cost of Internal Audit Service agreed; c) competent, suitably experienced and qualified auditors undertake the healthchecks; d) work overseen and reviewed by the Principal Auditor to ensure that the audit complies with the relevant Public Sector Internal Audit Standards (PSIAS) and internal quality standards; e) audit findings discussed and agreed with the school to ensure that suggested recommendations are achievable and add value; f) Internal Audit reports/memos reviewed for quality purposes by the Audit Manager. These are also discussed and agreed with schools to confirm content and accuracy.","No tool","Peter Jackson","Head of Internal Audit",null,13,"Local authority",null,"Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Dorset County Council  SAFSO","County Hall, Colliton Park, Dorchester, Dorset DT1 1XJ","01305 225538","j.s.mason@dorsetcc.gov.uk","www.dorsetnexus.org.uk/Services/779","The School Administration and Finance Support service, known as  SAFSO, has supported financial and administrative functions in schools and academies in Dorset for over 20 years. The service has supported schools with financial planning and budgeting, budget monitoring, benchmarking, and deficit recovery. They have supported schools through various financial management initiatives including FMSiS and SFVS, and have supported schools converting to academy. The service has 2 qualified accountants who have worked extensively with schools in financial difficulty, to produce a deficit recovery strategy, whilst allowing the school to successfully maintain standards in the school throughout the recovery period. They have also attained the CIPFA certificate in financial accounting for academies. There are 2 team members who hold the CSBM and 2 with AAT level 3.  The team keep up to date with school finance legislation and education policy.  We have provided a bursar service to 3 local academies  for 2 years. The team provide financial training for governors in both maintained schools and academies as part of DCC Governor Services training offering.","We will be able to offer the full Review and Investigate checks , or relevant elements based on customer requirements. Whilst we are able to provide financial support to the Resolve offer, HR guidance would need to be provided by HR experts. For Schools that buy the Dorset Employee Relations  packages we would be able to work with them to provide the full package. We would use our experience and  skills to tailor the financial health check  to the specific needs of the school/academy requesting the service.  Quotes will be made following a initial free of charge visit to scope the work required.","No tool","Jill Mason","Manager School Business & Governor Services","",2,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","Yes","Yes","No","No","No","No","Yes","No","No","No","No",{"$f":"IF(AND('2. 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["drb Schools and Academies Services Ltd","Colmore Row, 55 Colmore Row, BIRMINGHAM, B3 2AA","07843 282535","doug.skinner@drbsas.co.uk","www.drbsas.co.uk","A company founded in the year 2000 with extensive expertise in and experience of providing the full range of financial support for schools. The company has supported schools across the sector - Maintained schools, academies, academy trusts, special schools and nurseries. The team is qualified to provide finance support in all education settings and includes qualified accountants. Many members of the team have been with the company for an extended period so their levels of knowledge and capability are extremely high. Feedback from client schools is consistently high and service renewal rates are exceptional.","Whether the requirement is for: -mentoring of senior school leaders, -Trust CFO support, -high level strategic support/budget monitoring, -conversion support, -internal scrutiny service, -curriculum analysis, -finance training, -performance improvement mentoring and support, -audit of school funds, -short notice cover for absences and, -day to day financial administration support.  drb can provide an exceptionally high level service at a cost-effective price. We always welcome initial meetings with schools (in person or remotely) to fully understand their needs and then structure our support accordingly. Our team members are all knowledgeable but also friendly so they fit in to school teams. We have extensive support arrangements so that school leaders receive answers to any issues very quickly, we have detailed quality control & training arrangements and our reports are clear so that there is no confusion in terms of the information being presented. References can always be provided.","drb's \"Curriculum First\" tool can help to review how financially efficient and effective a curriculum and staffing structure is. The review involves a detailed analysis of a school's budget and staffing structure and provides the school/MAT with a detailed internal review template which they can then use to benchmark against other schools and MAT's or even benchmark against schools in the same MAT. Typically, the data is used to highlight areas of inefficiency or identify where there is a surplus resource. It also produces a number of key ratios which can be benchmarked against other schools/MAT's. Detailed guidance on the interpretation of the data and suggested actions are also provided. In summary, Curriculum First links finances with curriculum delivery so that the curriculum remains effective and standards are maintained and improved.","Doug Skinner","Operations Manager","",20,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Durham County Council","County Hall, Durham, DH1 5UE","03000 265169","commercialservices@durham.gov.uk","www.durhamcommercialservices.co.uk","We are a LA that has been well established in the education market for over 30 years. Our team have combined school funding experience of over 100 years. We have experience of supporting over 250 schools and managing their delegated budgets, of circa £300 million.  Our team comprises of fully qualified Chartered Accountants and Accounting Technicians.  We have a team that is solely dedicated to school funding and finance only. They are  specialists in this area and work closely with schools and education colleagues to ensure services align to changing school needs.  We realise finance is a facilitator to what the real aim of a school is and work with schools in the endeavour to achieve the best outcomes for children and young people.","Finance support – the team's aim: To make complex finance understandable and meaningful – inform your decisions. Scenario modelling: Develop a high-level understanding of financial implications before too much work is dedicated to a proposal or development. Budget setting – 1 to 3 years and beyond: Develop medium term budgets based on understanding of planned activity and funding, Develop detailed meaningful understandable budgets for managing and monitoring in year.  Budget forecasting: Helping to determine whether the schools / academies are delivering against their financial plans, Early identification of issues providing maximum time for the schools to review and react.  Horizon scanning: Ensuring we are informed and understand national funding issues, national announcements modelling, the impact on schools, Representing the schools in consultations, Identifying potential additional funding sources.  Returns and statutory accounting: Assisting in supplying information and completing statutory returns for ESFA, Support for end-of-year closedown.  Advice and support on day to day school financial issues: Extended team – dedicated to schools finance, Each school with an assigned named contact, Extended team providing cover and support ensuring year-round assistance, advice and guidance is available, Use of modern technology - ensuring clarity, timeliness and ease of communication","Whilst we currently don't provide our own tool we can assist you in choosing the most appropriate one.","Aimee Scott","Customer Relationship Manager",null,2,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["East Sussex County Council","County Hall, St Annes Crescent, Lewes, East Sussex BN7 1UE","01273 481962","sarah.rice@eastsussex.gov.uk","www.services2schools.co.uk","We operate a dedicated team of schools finance advisors, trainers and auditors. As a local authority based traded service we have extensive experience in the field of education and public sector finance. Our qualified accounting staff (AAT, CIMA, ACCA,CIPFA) provide a highly regarded service with our financial services support package enjoying 100% buy back from local maintained schools. We also continue to provide support to academies through conversion and beyond. Our team has a wide range of experience advising schools on day to day procedural advice together with strategic budget guidance and support. A number of our team have sat on Interim Executive Boards and have the knowledge and experience to guide schools through difficulties. We also have experienced audit staff who can give detailed advice on effective systems and procedures.","With a proven and extensive track record of working successfully with schools and academies, we can support schools with any aspect of financial health and management, from system and procedure review to strategic budget planning, modelling, forecasting and monitoring. We can offer advice on benchmarking and improving your financial efficiency. We have a wide range of experience advising schools on areas of improvement and advising schools in financial difficulties. We can offer you trusted advice, training and support provided by qualified and experienced staff, offering you a professional, proactive and tailored service that meets the needs of your school, academy or MAT.","No tool","Mark Whiffin","Head of Finance","",5,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","Yes","No","No","Yes","Yes","No","No","No","No","No","No","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Education Banking Support","1 Harbour House, Harbour Way, Shoreham-by-Sea, BN43 5HZ","07796 940193","ianbuss@educationbanking.co.uk","www.educationbanking.co.uk","30 Years banking experience with 20 years dedicated to the Education and Not for Profit sectors focusing on Banking, Treasury Management and Deposits alongside Leasing and Finance Leases","Reviewing Investment policies and banking structures and supporting schools to maximise their returns on cash deposits. Organising Finance and Operating Leases from a broad range of suppliers for schools.","Can discuss with your senior leadership team about implementing a new or improved approach to ICFP","Ian Buss","Director",null,1,"Commercial",null,"No","No","Yes","No","No","No","No","No","Yes","No","Yes","No","No","No","Yes","Yes","No","No","No","No","Yes","No","Yes","No","No","No","No","No","Yes","Yes","No","No","No","Yes","No","No","No","No","Yes","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"Some"}]
["Education Evolution LLP","68 Hyperion Road, Stourbridge, West Midlands, DY7 6SB","07811 038961","info@educationevolution.co.uk","www.educationevolution.co.uk","Vicky Glazzard ACMA - Vicky's knowledge, drive and initiative makes her stand out from the crowd. Within her 25 years experience of both public and private sector finance, she has gained considerable exposure from both education and technical accounting.  In private sector she worked for Tarmac Topmix Ltd, National Exhibition Centre, Fruit of The Loom, Claire's Accessories and National Express. In the 15 years she worked in private sector she gained experience from many different areas and has always maintained the respect of staff and management team alike.  In her spare time Vicky is a qualified fitness instructor, there is no stopping her! At home she has two young sons inspiring a personal drive for the best education.  Combining this with her professional knowledge she is confident in delivering one of the best services in this market.  Carly Beale MAAT - Carly is self-motivated, determined and has a meticulous approach to work. She takes pride in the advice she provides when helping clients achieve their goals and her reputation is second to none.  Carly's career started in private sector as a bookkeeper before she joined the local authority to provide accountancy support in the education sector. Throughout her 13 year local authority career, Carly climbed to more senior heights and worked in several teams from education to adult social care, technical accounts and support services like treasury, VAT and charity accounting.  However, Carly believes that investing in people is as important as investing your money, which is demonstrated in her professional speaking work.Combining this with her motivational influence and financial management skills, Carly is determined in delivering to our children the best education possible.","We offer tailor made packages which include services that range from finance training, to hand on accountancy support for schools and academies.  Accountancy support from completion with statutory returns, recruitment, financial advice etc.  Please see our website www.educationevolution.co.uk for further details.","No tool","Carly Beale","Member",null,2,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","Yes","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Education Finance","Finance & Business Services, County Hall, Martineau Lane, Norwich, Norfolk NR1 2DH","01603 224245/01603 223485","martin.oswick@norfolk.gov.uk","https://www.schools.norfolk.gov.uk/school-finance/educationfinance-service","The Finance & Business Services Team, working in partnership with schools and academies have provided a full range of financial management, accounting, business and systems advice to assist schools and academies in all aspects of budgets and financial accounting.  The team has been supporting schools and academies for over 26 years, providing our clients with excellent customer service drawing on the vast array of expertise across our team. We have a team of 30 trained staff (CIPFA, ACCA, AAT, CSBM) with extensive knowledge of LA & academy financial procedures, experience of financial accounting & software systems and wider School Business Management skills. ","Please add to current text - We are able to help schools and academies plan their finances and resources by reviewing key workforce metrics, benchmarking and assisting with embedding an approach to Integrated Curriculum Financial Planning.","We have a toolkit that we use internally to collate the data required. This could be provided to a school/academy/trust for a charge involved. We normally use this to collate the data and provide a report with key findings. ","Alison Randall","Head of Finance, Leadership & Governance Service","",18,"Local authority","Educator Solutions, a Norfolk County Council trading enterprise ","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","No","No","No","Yes","No","Yes","Yes","No","No","No","No","Yes","No","No","Yes","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Education Finance Solutions Limited, t/a EduFin","The Oast, EMR Centre, New Road, East Malling, Kent ME19 6BJ","07990 588747","info@edufin.co.uk","www.edufin.co.uk","The EduFin team comprise of qualfied and experienced individuals (qualifications include ACA, ACCA and CIMA).  Collectively, we have worked in management roles within the Primary and Secondary sector for both single and multi-academy trusts and also within local authority schools' finance services. In addition, we have senior level experience within the market-leading provider of Academy finance software. Prior to our years in the Education sector our backgrounds vary and include accountancy practice, charities and business. Since forming Edufin in early 2013, we have worked with over 80 clients providing a range of services, training and support to single acadamies and multi-academy trusts.","As a company we tailor our services to meet the requirements of the client. We will generally offer an initial vist where we will discuss the specific needs of the client, complete a brief review of their systems and identify priorities. Following this, we provide an outline and timescale to deliver the support, service and outcomes required. Our primary strengths are in all elements surrounding the effective financial management and compliance of Academies and Schools. We provide support, training and management for all levels of finance, from the day to day processes and procedures, to reporting and returns. We ensure that the finance systems in place provide the information needed for internal and external stakeholders. We recognise that the Financial health of an Academy or School does not sit solely with the finance staff but is a 'whole school' ethos which requires the Leadership and Governance to have an understanding of the necessary financial requirements. All of our clients know that our support does not stop at the end of the day or the contract, but that we are available to call upon in the future for a range of advice, guidance and practical help as needed. We do not consider ourselves consultants in the normal sense but rather, that we have several jobs with several employers and we are pleased to say that all of those 'employers' will be happy to provide references if needed.","No tool","David Powell","Director",null,4,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Education Finance Support, Juniper Education","Boundary House, 4 County Place, Chelmsford, Essex CM2 0RE","0345 200 8600","support.efs@junipereducation.org","www.junipereducation.org","We offer a full range of financial services that aim to empower schools and academies to manage their financial resources and maximise the funds available for education. Effective and efficient curriculum delivery is essential in maintaining or improving pupil progress. In working with our schools/academies we emphasise the need for the curriculum to drive the budget, putting curriculum delivery at the heart of the school financial plans. Our large team of fully trained Finance Consultants hold a range of professional qualifications, including  ACCA, AAT, CIPFA accounting for academies, CSBM, and are education finance specialists with experience of both public and private sector financial procedures. Having delivered financial support services to schools and academies for over 25 years, we have a wealth of knowledge on which to base our review of financial strategy, efficiency, processes and capability. We work with a number of finance systems including FMS6, PSF, RM, SAGE, Civica and are the PS Financials Approved Training Partner for Essex. Our independent and highly acclaimed Internal Controls Evaluation service, follows a structured programme, in accordance with LA regulations, Academies Financial Handbook and DfE best practice to provide valuable assurance to governors/trustees on the appropriateness of their school/academy’s internal financial controls. Being part of Juniper Education gives us immediate access to other teams for specific areas of expertise; Education HR for personnel advice, policies, staffing restructure, TUPE and performance management; Governor Services for reviews of governance, policies, committee structures and governor training.","Our support is flexible according to your individual requirements; we work in partnership with you, sharing our knowledge and expertise. Financial Health Checks consist of on-site visits by our professional Consultants reviewing all aspects of finance including budget planning, monitoring and reporting, 3-5 year forecasting and deficit recovery planning.  We look at how the curriculum is integrated into the financial planning; spending on  resources and delivery; staffing scenario costings; benchmarking; financial regulations; internal controls; financial skills audits of staff and governors/trustees. We provide a professional report detailing our findings and recommendations, including benchmarking and efficiency statistics.   Check 1 lasts 1-2 days for the initial assessment of current financial position, capabilities and strategy.    Check 2, lasts 3-5 days, when action plans would be drawn up with the school/trust to address specific financial issues, produce budget forecasts and scenario planning including workforce efficiencies in conjunction with our Education HR partners, plus internal controls evaluation.   Check 3 lasts 6-10 days over an agreed period of time to provide in depth continuing support to deliver the changes identified, drawing on additional expertise from both education HR and Governor Services. The number of days for each check depends on the complexity of issues. Throughout this period of consultancy, clients would have access to our dedicated Helpdesk for advice and queries.  We also offer a wide range of training courses designed to address current issues and developments for academies and schools, details are on the training page of our website, these are charged separately.","We do not have one specific ICFP tool, we use separate tools that produce precise figures especially useful for scenario planning. We have staffing cost calculators, budget and forward financial planning tools which are used to review curriculum budget planning and produce future scenarios;  we also use tools provided by the ESFA such as the school resource management self assessment tool to calculate staffing metrics.  Our specialism is in supporting schools and academies with ICFP, discussing issues with headteachers, governors/trustees and offering solutions.","Kim Cannon ","Service Manager","",15,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","No","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","Yes","No","No","Yes","No","No","No","No","Yes","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No",{"$f":"IF(AND('2. 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["Education Financial Services, Hampshire County Council","Elizabeth II Court South, The Castle, Winchester, Hampshire SO23 8UB","01962 847549","efs.help@hants.gov.uk","www.hants.gov.uk/efs","Education Financial Services, a business unit within Hampshire County Council provide a comprehensive range of professional financial advice and practical support to schools within Hampshire through our annual SLA and discretionary services. Our team of qualified and highly experienced accounting practitioners deliver trusted advice and support, built on our expertise and in depth knowledge of financial management in schools. We recognise that every school is different, enabling us to provide tailored support and advice to ensure the best use of resources to support the school in achieving exceptional educational outcomes for their pupils.  The Financial Health Check service is provided by a team of highly motivated and fully trained professionals who are suitably qualified and have a wealth of knowledge and experience of school accounting.","Schools are facing many financial challenges and we continually look to develop services to help schools deploy financial resources effectively and to ensure they have access to expert knowledge to support them to plan and manage the money they have available. We now offer a Financial Health Check service that can be purchased in addition to the core SLA support.  The Financial Health Check will assist schools when making informed budget decisions to maximise the use of resources. We offer a fully comprehensive support programme and schools are able to choose the level of the support required depending on their needs. The school will receive a report at the end of the review highlighting any areas of strength or warranting further consideration. The service provides support and guidance to headteachers and governors and enables them to fulfil their financial responsibilities. The areas covered within the health check and the level of detail will depend on the option purchased. We would suggest a structured plan is put in place for schools to maximise their investment and we would tailor our services based on the requirements of the school.","No tool","Chris Tombs",0,"Opt out",3,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","Yes","Yes","No","No","No","Yes","Yes","Yes","Yes","Yes","No","No","No","Yes","No","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","No","Yes","Yes","No","No","Yes","Yes","Yes","Yes","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","Yes",{"$f":"IF(AND('2. 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["Education Performance Improvement Limited","9 Highfield Avenue, Melton Mowbray Leicestershire LE13 0NQ","07917 858671","nathan@edupi.org.uk","www.edupi.org.uk","At EPI we collaborate with schools and trusts across the UK to create, support and implement innovative resource management strategies that have the best interests of students and pupils at their heart.  Our advisers have broad experience across the whole of the education sector, with expertise in Finance, HR, ICFP, IT, Estates and Marketing all of which is underpinned by sector specific qualifications.  Visit www.edupi.org.uk to learn more from our clients about the EPI experience and how we have supported schools and trusts across the UK.","At EPI we Innovate, Collaborate and Create by working in partnership with schools and trusts to release efficiencies which will support the continued enrichment of your young people. EPI is a proud supplier to the Department for Education for the School Resource Management Adviser Programme and in addition we also provide the following range of solutions to schools: Business coaching and mentoring to senior leaders, Strategic planning over the medium and long term, Objective ongoing assessment of the schools financial health using ICFP, Challenge and partnership at all levels of governance to support efficiency, Due diligence on future growth opportunities, Economies and efficiencies through membership of our MAT Network, Group collaboration opportunities between schools and trusts, We can offer tailored and flexible packages of support to schools and trusts please visit www.edupi.org.uk to find out more.","We use ICFP as a tool to complement our range of creative strategies; specifically, our ICFP toolkit enables school leaders to build a long term and sustainable curriculum delivery model which supports more balanced teacher workloads and efficient financial health.  Visit www.edupi.org.uk to find out more.","Nathan Jeremiah","Managing Director",null,5,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Effervesce Ltd","College Farm, Martock Road, Long Load, Langport, Somerset TA10 9LD","07768 738895","office@schoolfinancespecialists.com","www.schoolfinancespecialists.com","With experience of connecting educational ambition to financial planning at school, local authority and national policy level, the team at Effervesce brings both a deep knowledge of the education sector and professional financial qualifications.  \n\nWhilst a professional accountancy qualification is important, with all of the rigour and integrity that accompany membership of a recognised accountancy body, the team at Effervesce also includes school leadership experience.  The integration of educational, curriculum and financial planning is fundamental to our work and this is reflected in the team.\n\nWe are experienced in strategic planning and know the importance of taking brave decisions about the future and of being clear about the educational impact of financial decisions.  We know the importance of understanding the risks the organisation faces, the management controls that need to be in place and the link with funds held in reserves.  \n\nWe know how differently a finance officer, headteacher and governor look at a set of figures and how important it is that key information is clear if it is to inform good decisions about educational provision.  We know the school benchmarking data inside-out but we recognise that your school or trust will have particular characteristics and circumstances and that whilst good practice is helpful, one size does not fit all.  \n\nKnowledge of the particular financial challenges facing special schools is an area of expertise, including a full understanding of the High Needs funding system and the need for special schools to manage both income and expenditure.\n","At Effervesce, we believe that a strong team in a school, academy or MAT can bind together educational and financial decision-making to ensure that limited resources, including skilled staff, are used in the most cost-effective way to maximise the benefit for children and young people.  We believe that working together to tame the uncertainty and be brave with the opportunities provide a strength to strategic planning that allows a team to lead change through challenging times. \n\nMany busy school leaders worry about the the financial position over the coming years but would really prefer to focus on teaching and learning and not running a business.  Many MATs have changed shape and size significantly over the last few years and this can put a strain on even the very best procedures and plans.  We can provide a financial health check, an external perspective on your financial management and governance arrangements or the security of your budget but because we understand the education business we can bring an extra dimension.  Our approach places children and young people at the heart, connecting educational vision with strategic financial planning.\n\nThe Effervesce Review, designed around our Education-centred Strategic Financial Planning© model, will shine a light on key measures of cost-effectiveness, curriculum and financial efficiency, and help identify the disconnects and the opportunities for collaborative planning.  The Effervesce Review will leave you bubbling with ideas to explore.  You may choose to do this in your own way at your own pace but we know that sometimes some extra capacity, expertise, an external perspective or simply a regular and supportive nudge can make all the difference.","We will develop a bespoke planning tool with you, based on our templates, to ensure that it suits your requirements.   We can work with tools provided by other suppliers, particularly ASCL, or with a planning spreadsheet you have already developed.","Susan Fielden","School Finance Specialist","Opt out",1,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","Yes","No","No","No","No","Yes","No","Yes","No","No","No","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Effingham Education Finance Limited","Carlyn, Links Way, Bookham, Surrey, KT23 4HQ","07540 076594","effinghameducationfinance@outlook.com",null,"Effingham Education Finance Limited was set up by Wendy Small to support schools and trusts in all areas of their financial management with a focus on targeting resources towards achieving maximum outcomes for students.  Wendy is a Chartered Accountant (ex-KPMG) with over 17 years' experience in education finance gained as a school business manager (primary and secondary), a secondary school finance consultant in Surrey and a senior manager in the Education and Skills Funding Agency (ESFA). Whilst at the ESFA Wendy focused on working with schools and colleges facing financial difficulty and promoting the use of financial performance indicators/metrics by education providers. She has worked successfully with many schools and colleges to improve their financial health and management whilst maintaining/improving education outcomes.  Wendy is an accredited School Resource Management Advisor (SRMA) for the DfE working closely with the Institute for School Business Leaders. Wendy also holds a Diploma in School Business Management. Skills: Professional and friendly communication, Understanding the context of each individual school, Financial management, Strategic leadership, Analytical, Professional report writing, Providing financial training.  Educated to degree level, Chartered Accountant and member of ICAEW, CSBM and DSBM, Level 7 Certificate in Investigative Practice (Cipfa), Accredited SRMA (DfE).","I offer a broad range of financial consultancy and training to schools and academies which are bespoke to your school depending on need and budget. I will work with you to agree a specification for the work or training, timeframe, reporting method and cost. Most consultancy can be done as a mixture of face to face discussions, on-site review and off-site review.  Training is carried at on site at a time to suit your needs. My offer includes: Integrated Curriculum and Financial Planning (ICFP) review to help you identify areas of potential efficiencies/resource re-allocation to where it is most needed,, The use of ICFP metrics to help decision making and monitoring financial performance against targets, ICFP training and support for your staff, Training for leaders and governors on, financial management, strategic financial planning and monitoring, Academy financial handbook or LA regulations compliance reviews, Optimising management accounts, KPIs and information for decision makers, Support for your budget planning or your recovery planning, Support for the recruitment of finance staff, Financial skills audits for SLTs and Boards.  My daily rate is very competitive.","ISOT – ISBL School Optimisation Tool - Developed by the Institute for School Business Leaders to support accurate calculation of the key ICFP metrics to enable detailed analysis for decision making.  Includes a RAG rating of the metrics to highlight potential areas of concern or inefficiency. / Benchmarking data - Including DfE and Kreston Reeves annual schools data for comparisons of income and expenditure with similar schools. / School resource management self-assessment tool - DfE tool that analyses income and expenditure categories against similar schools providing RAG ratings that highlight areas for further analysis/discussions.","Wendy Small","Consultant Director",null,1,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Elimu Finance Consultancy","Unit 3 Ibex House, 2 Leystonstone road, London, E15 1SE","07988 549290","efconsultancy@outlook.com",null,"As Lead Consultant at Elimu Finance I have over 28 years of experience in finance in both private and public sectors. I have worked for 9 years in banking followed by 7 years of service in local governmen. I hold qualifications in School Business Management, banking, accounting, leadership and Health & Safety and has garnered more than 8 years' experience as a school business leader and consultant working with academies and maintained schools.","Accounting and Finance","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Elizabeth Rarieya","School Business Leader Consultant",null,3,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"All"}]
["Ellacotts LLP","Countrywide House, 23 West Bar, Banbury, Oxfordshire OX16 9SA","01295 250401","ctoemaes@ellacotts.co.uk","www.ellacotts.co.uk","Ellacotts LLP is an established and growing firm of chartered accountants and business advisors and is conveniently located in central England with offices in  Banbury, London and Kettering. We are one of the largest independent accounting and business advisory firms in the UK. Ellacotts work with a number of Schools, including Multi Academy Trusts, SEN Academies and PFI Academies across several counties, and therefore the team has significant experience of issues facing the sector. All of our team is familiar with the Charities SORP and EFA Reporting requirements. We are an active member of the UK 200 Group, who currently act for over 10% of Academies nationally. The UK200 Group is the premier quality assured membership association of chartered accountants and lawyer firms in the UK.","Our philosophy is to work in partnership with our clients. We feel that the role of a ‘critical friend’ is invaluable, working in conjunction with the key school staff and governors to give the best advice Our services include but are not limited to:\n• Pre conversion assistance for Academies\n• Independent checking of financial controls and key risks, which normally take the format of quarterly visits and reports\n• Assistance with preparation of accounts returns and budget returns\n• VAT advice, including reviews of current processes and registration where necessary\n• Assisting with the accounting treatment of pensions valuations\n• Preparation and audit of annual financial statements\n• Support and training for governors\n• Payroll Services\nWhere possible we will both discuss and agree a fixed fee before any work commences, or will agree for the fee to be based on actual time spent at our standard hourly rates. Our standard hourly rates vary according to the degree of responsibility involved and experience level of the personnel assigned to your account. Our goal is always to use the optimum mix of partner, manager and senior time necessary to provide a quality professional service at a reasonable cost.","No tool","Charlotte Toemaes","Partner","",10,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Entrust (in partnership with ISBL)","The Riverway Centre, Riverway, Stafford ST16 3TH","03333 000050","financeservices@entrust-ed.co.uk","http://entrust.education","• Entrust is an Education Support Services business delivering a wide range of services, including financial support, to schools and academies in over 120 local authority areas nationally.  \n• Our Finance Team have over 20 years of knowledge and experience in supporting educational finance functions within both maintained schools and academies and have developed our academy offering since their inception in 2010. \n• Our staff have differing strengths and qualifications, including CCAB, meaning we can offer the right support at the right time all at a cost effective rate. By  working closely with ISBL's network of experienced School Business Managers we increase our capacity, skills and flexibility ensuring we are always able to find the right expert for the needs of our customers.\n• We currently support over 500 schools and academies to manage their finances and procurement processes leading to the establishment of high-quality, efficient and effective services in the school.\nWe are renowned for delivering high-quality CPD with 100% of delegates surveyed confirming our training contributed to improving their performance at work and 100% rated the quality of the Tutor as good or excellent.  \n• As Entrust delivers across a range of Educational Services, our Accountants and Officers work closely with our School Improvement Service to not only manage budgetary constraints but also support the improvement of educational outcomes.  We can evidence real impact from utilising this holistic approach in Staffordshire; 81% of pupils are now attending good or outstanding schools compared to 63% in 2012 (source – Ofsted data view). \n","We equip schools and academies with the tools and skills they need to meet any financial challenges they may face.  As schools and academies become more autonomous, the role of the Business Manager evolves and grows. Our role is to support the management of these changes and develop skill-sets to  empower the leadership team to run a successful, efficient and sustainable school.  \n• Our service will be tailored to your specific needs but we always start the process by providing you with an easy to use FREE self-assessment diagnostic. This will support you in capturing the required information in order for us to help you identify any financial issues as well as assess the urgency of action required. \n• The tool in itself will provide you with great insight and will help your senior leadership team to focus their efforts on areas of greatest need. Once you have completed the self-assessment, our qualified Accountants, Finance Officers and School Business Managers will work with you to complete a solution-focused action plan and support you to resolve the issues identified in a cost-efficient, effective and timely manner. \n• Where required, we will also bring in the expertise of our School Improvement, Learning Technologies and HR colleagues to ensure we minimise the negative impact financial changes may have on staff or educational outcomes. Our support can be on or off site depending upon your individual circumstances,  ensuring cost effective support when and where it is needed. Whether you are a small rural maintained school or a national academy chain, we will be the critical friend you need to drive efficiencies and build a sustainable and successful school.\n","Spreadsheet model to calculate key financial ratios and establish an affordable curriculum provision that meets the needs of school leaders and the pupils","Michelle Williams","Head of Education Finance","",30,"Other",null,"yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["EPM Limited","21 Welbury Way, Parsons Court, Aycliffe Business Park, Newton Aycliffe, County Durham DL5 6ZE","01325 281480","deborah.clark@epm.co.uk","www.epm.co.uk","The EPM finance team members come from both public and private sector backgrounds and hold a range of qualifications including chartered accountants, accounting technicians, school business manager qualifications and School Resource Management Advisers (SRMAs).   Our team only work in the schools and academies sector and have built an outstanding reputation, supporting schools across a range of areas, not only in finance, but in HR, governance and leadership.   Our team have an expert knowledge and understanding of how schools and academies operate, from how they are structured, regulated and funded, through to supporting the preparation of budgets and medium term financial plans.  We regularly advise leadership teams on their financial plans and strategy and support measures to achieve efficiency savings, income generation and growth.  Our practical support can include assistance with ledger set-up and maintenance, bank reconciliation, VAT, cash flow, capital accounting, and monthly management accounts, as well as support with year-end procedures.  We advise schools and academies in terms of financial policies, financial compliance, regularity, benchmarking and ICFP.  We also work with a large number of multi academy trusts (MATs) across our business specialisms, carrying out readiness to grow reviews for MATs who are thinking of expanding or merging, as well as central services and due diligence reviews.","We are able to provide all  levels of support identified by the ESFA, however our focus will be on ensuring that this work is bespoke to your needs and context as a school or an academy trust.  We believe that as we are education specialists not a firm of accountants, we can provide a service that is focused on underpinning school improvement and financial strategies that are practical within a school/academy trust/MAT context.  Our aim will be to ensure that we establish a clear brief at the outset and provide you with an indication of costs and a timeline for delivery.  We will need to meet as a minimum the Accounting Officer and the Chief Financial Officer, if you are in the academy sector or the Head teacher if you are in the maintained sector.   Our support will often also include a written report to be presented to your Governing Body or Board of Trustees.  We pride ourselves on providing a solution-focussed approach that is realistic and proactive.  Feedback from our clients is always extremely positive, and in particular they value the approach that we take and the high level of integrity in terms of the advice we offer.  The key difference we believe that we can offer is in providing a high quality, reliable assessment and feedback that will support your school or academy trust in securing excellence.  ","Our service aims to support you to implement Integrated Curriculum and Financial Planning (ICFP) and ensure compliance to best practice guidance issued by the DfE as outlined in the Academy Trust Handbook.  An initial baseline review will be carried out so that you have a clear starting point from which to build, and a comprehensive report will be provided giving trustees and school leaders an overview of the baseline position with recommendations for improvement.  The trust will also be provided with an effective and easy to use ICFP tool specifically designed by EPM and tailored to suit, which can be used as part of your ongoing strategy to integrate your curriculum and financial planning.","Deborah Clark","Director","",15,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","No","Yes","No","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Epworth Education Trust","Epworth Education Trust, Central Office, Westleigh Lane, Leigh, WN7 5NJ","01942 777706","cfo@epworthtrust.org.uk","https://www.epworthtrust.org.uk/","I am the CFOO at Epworth Education Trust.  This is my fourth CFO role.  I have worked in the academy sector for over 14 years, ranging from primaries to sixth form colleges as well SATs to MATs. I have worked my way through almost all finance roles in the academy sector, therefore I possess a deep knowledge of the finance function in the academy sector. I have led on academy acquisitions as well as business closures, not to mention struggling as well as strong academies.  My skill set includes finance system change/implementation, development of finance teams, financial modelling, production of dynamic financial reports, development of monthly management accounts, development of Power BI dashboards, risk register, production of finance policies, production of long term financial plan, centralisation of finance function, ICFP modelling.  I am an ACCA qualified accountant with up to date CPD records.  We also have a CIPD level 7 qualified HR professional who can advise on all HR related matters.","As part of our offer, we can deliver finance system change/implementation, development of finance teams, financial modelling, production of dynamic financial reports, development of Power BI dashboards, risk register, production of finance policies, production of long term financial plan, centralisation of finance function, ICFP modelling.  We also have a CIPD level 7 qualified HR professional who can advise on all HR related matters.","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Adeel Sahi","CFO",null,1,"MAT",null,"No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","Yes","Yes","Yes","No","No","No","No","No","Yes","Yes","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["FD Forum","PO Box 175, Cranbrook, Kent, TN18 9DA","07718 768523","admin@thefdforum.co.uk",null,"The FD Forum School Finance Support programme is led by Chris Hutton, ACA, MBE. Having worked in the Academies sector for the last 12 years, he currently sits on the DFE Schools and Academies Finance Group, the ESFA Schools and Academies External Assurance Group and Working Group 1 and was awarded an MBE by the DFE for services to education. He is also the facilitator of the FD Forum, a group set up to assist finance personnel within the Academies sector to share information and best practice and he is also heavily involved within the FD forum sub groups for Multi Academy Trusts and 10+ Federations.  All Advisers have considerable financial experience within the Academies sector, Local Authorities, Schools and Foundations and are all current or former Finance Directors or Business Managers. They also have experience within HR and Premises and Facilities. All are members of the FD forum and additionally, the FD forum School Finance Support advisers will have access to a support group set up specifically for them ensuring proper utilisation of all knowledge held.  The FD forum assesses and monitors each Adviser to ensure that the level of expertise and work produced is of a suitable high standard.","The FD forum will provide a 'School Finance Support' programme where members on the programme, who are active members of the FD Forum, can advise on and/or implement recommendations on topics such as peer review: Performance management assistance - interim and yearly, School finance support or additional capacity, Budgets - 'fresh set of eyes' approach, Coaching on using ESFA's school efficiency matrix, Due diligence, reviews for mergers, Budget deficits recovery - advice to avoid possibility of FNT or can be submitted as professional opinion to support negative budgets to ESFA.  On ascertaining the needs of the Academy/Trust, the FD Forum School Finance Support adviser will propose a plan in terms of brief, timescale and costs in order that both sides are working to the same end. If there are any variations to the proposed number of days required and consequently costs as a result of any changes to the brief, the Academy/Trust will be advised immediately.  At the end of the assignment a clear and concise report will be produced confirming the brief, the findings, the work that was undertaken and suggested recommendations. This will be produced in a format that can be used to easily explain what can be complex situations to SLTs and Governing Bodies. It will also be produced in a way that can be presented to the ESFA to explain situations and show scenarios for improvement and will include potentialefficiency savings, educational benefits and explain considered options and reasons for final recommendations.","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Katie Hutton","Administrator","admin@thefdforum.co.uk",10,"Other","Support group for Finance, HR and Premises personnel within Academies/Schools","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["Financial Services 4 Schools Ltd","c/o Lydiard Park Academy, Grange Park Way, Swindon, Wiltshire SN5 6HN","01793 882569","lbillis@fs4s.co.uk","www.fs4s.co.uk","Financial Services 4 Schools is an independent company supporting schools and academies since 2008 with a wide range of tailored business services, combining an expert, reliable and professional service with a practical approach that puts schools at the heart of everything we do. We take pride and care in successfully supporting over 100 academies, MATs, maintained schools and special schools across several local authority areas with financial and policy advice, internal audit and finance health checks, HR Services and accredited payroll bureau for academies, MATs and maintained schools.  Our knowledgeable team holds qualifications that include AAT and ACCA ; Business & Finance, Education Management, Law and Training & Lifelong Learning; Certificate in School Business Management; and Member of CIPD.  We have extensive experience in the education sector, ranging from employment as business managers in the primary and secondary sectors and HR Manager in the independent sector; to governors of primary and secondary schools; to employment with a local authority schools finance team and local authority education finance management.  Our training programme in finance and HR is wide-ranging and we have provided training sessions on behalf of a local authority governor unit and the National Association of School Business Management.  To our strong educational focus we bring our backgrounds in commercial accountancy, contract and operations management, law, HR in the charity and commercial sectors and our experience as directors and managers of a limited company, providing a valuable commercial focus for academies and MATS.","Our experienced and qualified consultants and accountants provide on-site visits to schools either as a single project or as a series of visits, with work continued off-site when more convenient for the school.   Following an initial assessment, the consultant assigned to the school will recommend an option tailored specifically to the school that will be cost effective and take into account the workload of staff. We include an excel three-year budget forecast plan that schools can use for their own budget modelling, a finance and/or HR helpdesk and an informative newsletter.  Our finance consultants are conversant with a range of finance software packages and will ensure that a school's finance software produces accurate and timely data that may be combined with excel spreadsheets for financial forecasting.  Our HR consultants offer advice, support and training in employee relations, change management, performance management and policy provision through a help-desk, on site visits and training.  We can offer all the health checks described in Check 1, 2 and 3 following an assessment of the school's needs, and in addition: Provision of finance/HR policies and procedures ; One-day finance health checks/internal audit for maintained schools or single academies; Multi-site internal audit programme for MATs; Training on finance and HR matters for employees and governors; Completion of EFA forms.  Our prices, dependent on the package purchased, ranges from £450 to £580 a day plus expenses.  The outcome of health checks will be discussed with school staff and/or governors and a range of appropriate remedies given.\n\n\n","No tool","Lorraine Billis","Managing Director","",5,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","Yes","No","No","No","Yes","No","No","No","Yes","No","Yes","No","No","No","Yes","No","Yes","No","Yes","Yes","Yes","No","Yes",{"$f":"IF(AND('2. 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["Fletcher Consultants Limited","Darren View, Crickhowell, Brecknockshire NP8 1DS","07717 536515","fletcherconsultants@outlook.com",null,"Finance manager for Schools for Powys County Council, Previous Bursar of a Private College, Previous Business Manager for a Local Secondary School, Business Recovery experience, Finance Director of four SMEs, Extensive experience in Financial Management, Stakeholder Management, Business planning, Strategic School development plan costing, Change management within schools, Staff re organisation experience","Recovery plans, Business and process efficiencies, Review of staffing levels, Forecasting in line with school development plans, Income generation, Proactive financial management and planning, Fair funding formula reviews, Review of governance structure, Creating improved purchasing power through collaboration","No tool","Richard Fletcher","Education Business Specialist",null,1,"Commercial",null,"Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","Yes","No","Yes","Yes","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","Yes","No","No","No","Yes","No","Yes","No","No","Yes","Yes","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["Forrester Boyd","26 South St. Marys Gate, Grimsby, North East Lincolnshire DN31 1LW","01472 350601","c.jensen@forrester-boyd.co.uk","www.forrester-boyd.co.uk","• Forrester Boyd has the largest number of academy clients, of all independent chartered accountancy practices based wholly within the Humber region and northern Lincolnshire, and rose to become one of Accountancy Age’s top 50 UK firms in 2015. This ensures we can benchmark your financial performance across a wide range of other clients and help you implement best practices and continually enhance financial procedures.\n• We have  been appointed by 66 Trusts covering a broad range of 133 schools, including Secondaries, Primaries, Multi Academy Trusts and Special Schools and we are in discussions with many other schools and clusters at various stages in the conversion process. \n• All our senior staff are professionally qualified ACA or ACCA and with the relevant partners having direct involvement with their Academies. Our aim is to work with the Academies to improve their skill sets and to enable them to move forward in a friendly and professional manner. \nWe also understand that every Academy works differently so we will ensure that our advice and guidance suits the specific Academy needs - it is not a one size fits all approach.\n","• We can offer every Academy a bespoke review / health check that will factor in their specific needs and requirements and will try move on what they already have in place, rather than radically change what they are doing (unless completely necessary). \n• The work will be undertaken by qualified staff with significant experience in the educational sector and will be overseen by the relevant partner. \n• A specific user friendly report will be completed, as a basis for the improvements or tasks that need to be undertaken. This report will follow a traffic light system to highlight the areas the keys issues and the areas that need to be worked on in more detail. \nThe work is likely to require a site visit, with detailed questions and review, but the work will be dependent on the needs and requirements of the Academy and as noted above, will ultimately lead to a straight forward report noting the areas to be worked on, we can then support the deliverance of the work, as required. The fees associated with the work will be dependent on the level of work needed and the specific requirements and size of the Academy.\n","No tool","Carrie Jensen","Manager","",12,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["GBAC Limited","Old Linen Court, 83-85 Shambles Street, Barnsley S70 2SB","01226 298298","victoriaharrison@gbac.co.uk or marielang@gbac.co.uk","www.gbac.co.uk/"," Financial management coaching review of systems, skills and current procedures. \n Advice on how to improve in these areas. \n Review of current financial budgets and assistance with creating financial efficiencies. \n Review of grants currently being received and advice on other grants available. \n","We offer an experienced team, who can offer flexible skills to pin point the needs of individual acadamies. Each assignment will be charged based on the requirements of the service provided.","No tool","Vicky Harrison","Head of Audit","",4,"Commercial",null,"Yes","Yes","Yes","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["Griffin Chapman","4&5 The Cedars, Apex 12, Old Ipswich Road, Colchester, CO7 7QR","01206 842000","michael@griffin-chapman.co.uk","www.griffin-chapman.co.uk","Our dedicated and experienced Education and Charities department is led by Dan Aldworth and specialises in dealing with independent schools, academies, local authority schools and charities. Our professional service is both proactive and personal. We are a member firm of the UK200Group of accountants, and are members of their Specialist Charity Group, and the UK200 Academies Forum.  We have been involved in the education sector for over 20 years, and since 2011 we have provided valued support and advice to the academy sector throughout Essex. We currently act for a wide range of clients, including small rural primary schools, large secondary schools and faith schools - and work with both single schools and academies and multi-academy trusts. We also work with preparatory and senior public schools, and local authority schools.","Academies: Support on conversion from School to Academy or to a Multi-Academy Trust. Advice on selection of accounting package, including decision on system, design of accounting structure, implementation and training. Advising on the implementation and operation of cloud accounting software. Review of existing financial processes, updating and creation of academy finance manual; Due diligence services for multi-academy trusts.  Internal assurance services. As support to the internal audit function or performance of the role on behalf of the academy. Financial Services Package: A full finance services package is available to academies. Accounts preparation Statutory accounts preparation that ensures Companies Act, Charities Act and Academies Accounts Direction compliance. Audit: Year end statutory audit and preparation and audit of accounts returns. Grant audits for NCTL as part of teaching schools and other third parties. Ongoing Services: Completion of ESFA returns including budget forecasts, Teachers Pension Audits and advice linking to the Academies Financial Handbook. Assistance with March Accounts Returns.  Advising on budgeting and cash flow management. Company secretarial services, Dealing with all secretarial compliance matters, VAT Advice on decision to register, partial exemption issues and ongoing compliance, Reviews/health checks or advice on specific projects, Trading: Guidance on trading within an academy or atrading subsidiary and using Gift Aid. Advice on development of commercial activities and related corporation tax issues. Local Authority Schools: Internal Control Evaluation. Performing ICE reviews. Audit and Assurance: Annual audits of both public and private funds.","Whilst we currently don't provide my own tool I can assist you in choosing the appropriate one.","Michael Graves","Associate",null,8,"Commercial",null,"Yes","Yes","Yes","Yes","No","No","Yes","No","Yes","Yes","Yes","Yes","No","Yes","No","Yes","No","No","Yes","Yes","Yes","No","Yes","Yes","No","No","Yes","No","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","No","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Haines Watts Birmingham LLP","Sterling House, 71 Francis Road, Edgbaston, Birmingham B16 8SP","01214 561613","khodgetts@hwca.com","www.hwca.com","We are the Birmingham office of Haines Watts, a national top-20 firm of Chartered Accountants. Our specialist schools team is led by education partner, Kevin Hodgetts. We have considerable experience in the education sector, acting for a broad range of single academy trusts, multi academy trusts, maintained and independent schools, delivering accounting and audit services and providing advice and assistance on a wide range of issues including financial management, strategic planning, governance and risk management.","Our specialist team of qualified accountants, auditors and advisers can help with any aspects of your school's financial health check needs. We are committed to providing:-\n• A dedicated and reliable service, meeting all reporting deadlines;\n• Partners and staff who understand your school(s) and are always accessible;\n• Positive, constructive advice which is relevant and adds value;\n• Efficient and focussed project delivery ensuring value for money;\n• A partner-led approach ensuring a high level of service at all times.\n","No tool","Kevin Hodgetts","Partner","",6,"Commercial",null,"Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["Hart Shaw LLP","The Hart Shaw Building, Europa Link, Sheffield Business Park, Sheffield S9 1XU","01142 518850","hannah.jones@hartshaw.co.uk","www.hartshaw.co.uk","Hart Shaw LLP have acted for a number of academies over the last 4 years providing statutory financial statements, statutory and regularity audits, quarterly internal audit functions, general financial assistance and advice, and assistance with budgeting. Hart Shaw have also been able to assist with other ad-hoc requests such as report designing, advice on statutory policies and have even provided cover for Business Managers on short term sick leave; this has given us a greater knowledge of the day to day running of the academies and therefore put us is a unique position when assisting/advising academy clients. The academy team lead partner is a Chair of Governors at a local academy and is also a National Leader of Governance.","Hart Shaw would be pleased to assist schools with all aspects of the financial health check; this may be in depth assistance or just general guidance as required. We would meet with you initially to ascertain the level of assistance you require and create a tailored plan for your specific needs. Depending on the level of assistance it is likely that we will need to carry out some review work within the school i.e. reviewing financial systems, meeting the team involved in the processes etc. - we will arrange a date and time which is most convenient for you and your team. Our fees will be dependent on the level of assistance required however in all aspects of academy/school services we are highly competitive and provide great value and a high quality service.","No tool","Hannah Jones","Partner","",8,"Other",null,"Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","Yes","Yes","No","No","Yes","No","Yes","Yes","No","Yes","No","No","No","No","Yes","Yes","No","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","Yes","No","No","No","No","No","No","No","Yes","Yes","Yes","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Haslers","Old Station Road, Loughton, Essex IG10 4PL","0208 418 3333","academy@haslers.com","www.haslers.com","Haslers are an award winning multi-discipline firm of Chartered Accountants, business advisers and Registered Auditors.    The team at Haslers have vast experience in the Academy sector and have undertaken a number of investigations and audits on behalf of these clients.   In addition Haslers is a member of the UK200 Group, the UK's leading mutual professional association of quality assured independent firms of chartered accountants and lawyers, and of its academies forum.     ","After an initial discussion with the school to agree the scope and understand exactly what the school is looking to achieve we would then agree a fee and timetable.  For us it is important to understand why the school is seeking the work and ensuring that the output is going to meet their requirements.    The service would then be delivered by our team with regular contact between the partners of Haslers and the school's point of contact.    Once the assignment is completed there would be an opportunity to raise questions so that the school can fully understand the implications of our work.","No tool","Michael Watts","Partner","",25,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","Yes","No","No","Yes","No","No","No","No","Yes","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["Hayhow & Co","19 King Street, Kings Lynn, Norfolk PE30 1HB","01553 764711","kezia@hayhow.com","www.hayhow.com","We are a firm regulated by The Association of Chartered Certified Accountants and are able to carry out work involving schools as we are currently dealing with clients within this area.  \n\nWe are also a member of Horwarth Clark Whitehill Association which is a network of 47 accountancy firms including a top ten firm in London.  The network acts for in excess of 250 academies.\n\nWe currently audit a large multi academy trust, and are involved with offering them guidance throughout the year.  A partner of the firm acts as a responsible officer for another academy within the area, and we have staff members who are governors for local schools.  This has given us a wide range of knowledge within this sector and the ability to understand the finances and financial structure.\n","Due to our extensive knowledge in the education sector we are able to support schools in all financial areas.\n\nWe can offer a high level of service on reviews, budgeting, restructuring, and support the leadership team and trustees in all areas of financial governance.\nWe will perform detailed reviews and provide comprehensive findings reports with clear recommendations.  \n\nWe provide a service where we work with the school to ensure that the necessary end goal is achieved.\n\nWe will provide a high standard of service by establishing good relationships and being available for discussion and giving advice where necessary.  \n\nAll of our education work is serviced by specially trained staff and any schools engaging our services would be working with these staff ensuring a consistent approach throughout.\n\nAs a member of HCWA we have access to specialist knowledge of the education sector but as a local firm we can provide competitive chargeable rates.\n","No tool","Kezia Benefer","Partner","",3,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Herts For Learning","Robertson House, Six Hills Way, Stevenage, Hertfordshire, SG1 2FQ","01438 845529","bms@hertsforlearning.co.uk","www.hertsforlearning.co.uk","We have a wide range of skills and qualifications with our teams of Finance, HR, Business Management and Achievement, all of whom work with schools to support with financial efficiencies and strategic management. Their qualifications range from professional recognition linked to their area of expertise such as accountancy, CIPD and DfE accredited SRMAs through to being awarded fellowships of the National Association of School Business Management. HfL has a proven track record for supporting schools in financial difficulty to be able to set a balanced budget and work with them to ensure sustainability for years going forward. We also guide schools who are looking to preserve a healthy balance, particularly in times of financial challenge such as now.","We offer a fully comprehensive support programme for schools from those looking for a short financial health check through to those looking for in depth support to plan and deliver change to schools. The different offers involve onsite consultancy, self review tools for key staff to complete, a comprehensive report for schools to work through following the programmes and the option for follow up visits after an agreed time period.","HfL have access to ICFP tools and can make recommendations to settings on the most appropriate for their setting. HfL can also provide technical support  and guidance with detailed curriculum planning particularly suitable for secondary settings.","Donia Knott","School Business Engagement Manager",null,15,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","Yes","No","Yes","No","Yes","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["HES","London Borough of Havering, 9th Floor, Mercury House, Mercury Gardens, Romford RM1 3DW","01708 433884","nick.carter@havering.gov.uk","www.hes.org.uk","HES is part of the London Borough of Havering providing a range of support services to schools.  The Schools Finance Team is part of that and for several years has traded with schools and academies in the Borough and has worked with schools in neighbouring LAs.  The service is highly regarded by schools andacademies. In the last customer service survey in 2018, 100% of schoola and academies rated the Finance Support Service good or better. Between them members of the team have over 40 years experience of providing support services to schools and are able to draw on support from other areas of HES and the wider Council.","For primary schools and academies - The development of multi year budget plan, support on budget preparation, review of schools budgeting, forecasting and accounting process, advising and supporting on staff restructures and other cost reductions, review of internal policies.   Delivered through on site visits and off site background work to be assessed according to the requirements of the school.  Engage with relevant staff within the school.  Agree a price following initial assessment meeting at the school to be based on the etsimated time for the task .  An estimated charge would be £500 per staff day. Generally one financial adviser  would be engaged but some tasks may benefit from addtional expertise within Havering Education Services (e.g. HR).","No tool","David Allen","Strategic Finance Manager","",2,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","No","Yes","No","Yes","No","No","Yes","No","No","No","Yes","Yes","No","Yes","Yes","Yes","No","Yes","Yes","No","Yes","No","No","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","Yes","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Hillier Hopkins LLP","Radius House, 51 Clarendon Road, Watford, Hertfordshire WD17 1HP","01923 634429","alex.bottom@hhllp.co.uk","www.hillierhopkins.co.uk","We act for over 35 Academy Trusts across Beds, Herts and Bucks and have developed an excellent level of understanding in the Academies Sector. Our down to earth specialists aim to build on the knowledge Trusts already have within their staff teams to help them idenitfy and use the key financial indicators that can assist the Trust in delivering improved performance. We are a firm of Chartered Accountants with offices in Watford, Milton Keynes and central London.","We offer a mix of specialist accounting staff to suit your accounting needs. Work is delivered by qualified accountants with experience of the sector to agreed timetables and with quotes agreed in advance. We automatically apply a discount of 15% to our pricing structure for Academy clients.","No tool","Alexander Bottom","Principal",null,"7","Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","No","Yes","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","Yes","No","No","Yes","No","No","Yes","No","Yes","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","Yes","No","No","No","Yes","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["Hopper Williams and Bell limited","Highland House, Mayflower Close, Chandlers Ford, Eastleigh, Hampshire SO53 4AR","02380 461200","david.brookes@hwb-accountants.com","www.hwb-accountants.com","We are an eight director firm of Chartered Accountants based in Southampton. 3 of the directors are specialists in acting for academies and multi academy trusts in the capacity of auditors. In addition to the directors we have a 20 strong team of staff who deliver audits to 36 academies (including 12 Multi Academy Trusts (MATs)). In addition to audit we also offer the following services to academies; Annual accounts preparation (in accordance with the Academies Accounts Direction and the Charities SORP),specialist returns to the EFA including accounts Returns, budget forecasts and Teachers Pension Scheme end of year certification audits, internal audit, specialist VAT advice, advice in respect of trading subsidiaries and MATs, due diligence reports on academies joining MATs, accounting software advice and support and ad-hoc advice, Governor training and advice and guidance to academy finance teams. Our dedicated academies team, which besides the directors, includes five qualified accountants,  has built up a great deal of knowledge and experience of all financial aspects of academies over the last five years and we are recognised as one of the leading providers of audit, accountancy and tax services to academies in Hampshire.","We can offer financial health checks and other consultancy services to academies and provide one-off advice and assistance as and when required. We have staff available throughout the year who are able to provide services to academies as and when required, this can include secondments for up to two weeks. For each assignment one of the directors will act as the lead advisor with a member of our dedicated academies team performing the necessary service. We are able to offer the full range of activities at the Review, Investigate and Resolve levels of the schools financial health and efficiency guidance published by the EFA in January 2016. At the outset of each assignment we ensure that a detailed scope of work and timetable of delivery is agreed with the academy team. Our fees are always agreed  in advance of our undertaking an assignment and are fixed. Our hourly charge-out rates are as follows; director - £270, qualified manager - £120, qualified senior - £90. At the end of the assignment  we ensure that the scope of work has been completed and issue a report to the academy team, we also hold a debriefing meeting with the academy team to agree our report(s) or confirm that the agreed service has been provided to their satisfaction.","No tool","David Brookes ","Director","",4,"Commercial","Chartered Accountancy Practice","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","No","No","No","No","Yes","No","No","Yes","No","No","Yes","No","No","No","Yes","No","No","No","Yes","No","No","No","No","No","No","No","No","Yes",{"$f":"IF(AND('2. 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["Howard Worth Accountants and Business Advisors","Drake House, Gadbrook Park, Northwich, Cheshire CW9 7RA","01606 369000","franjohnson@howardworth.co.uk","www.howardworth.co.uk","• We currently act for 20 academies including 3 multi academy trusts.\n• We provide assistance in the preparation of financial statements, preparation of the accounts returns, preparation of budgets & cash flow forecasts, design of accounting systems and recommendations on controls. As well as these services we provide full compliance services.\n• We work very closely with all of our academy clients by integrating with their finance teams. This ensures that we can deliver our services efficiently and are always on hand to deal with any queries that they might have. Examples of which are assisting our clients with queries from the EFA on funding deficits and major capital restructuring projects.\n• We have a number of ACA & ACCA qualified staff with up to 10 years’ experience in the education sector.\n• We are members of the UK 200 group of accountants who, as a group, act for 10% of the academies in the UK.\n• By drawing on the resources of the group we can access information on a large number of academies which can be used for benchmarking. We have vast experience in many business sectors which we can draw on to advise and assist academies with all aspects of financial planning and management.\n• We have a close association with an HR consultant who can help us to advise clients on all aspects of staffing structures, efficiencies and compliance.\n","• We would deliver our offer by compiling a comprehensive review programme which would cover all aspect of the financial management including the following:-\n• Discussions with key financial staff and the governing body to establish what the issues are, as seen from within the school.\n• Examination of key controls and systems.\n• Review of accounts structures and reporting capabilities and requirements.\n• We would help implement any recommendations which are agreed to be implemented by the senior management and governors.\n• We would utilise the resources of the UK 200 group to provide access to a broad base of benchmarking data.\n• Utilising our vast experience in financial planning we would examine current forecasting systems and where appropriate assist in modifying and improving these.\n• We would establish an action plan to include regular communication between ourselves and the leaders of the financial review project within the School to ensure the project is delivered on a timely basis.\n• Our fees would be in the region of £500 to £600 per day.\n","No tool","Fran Johnson","Partner","",7,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","Yes","Yes","No","Yes","yes","No","No","yes","Yes","Yes","yes","yes","yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","yes","No","yes","yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Institute of School Business Leadership (ISBL)","53 Butt Road, Earlsdon Park, Coventry, West Midlands CV1 3BH","02476 231221","training@isbl.org.uk","www.isbl.org.uk","The Institute of School Business Leadership (ISBL) is the UK’s leading association for school business management professionals and uniquely dedicated to supporting the profession.  We are working in partnership with Entrust as an Education Support Services business delivering a wide range of services, including financial support, to schools and academies in local authority areas nationally to deliver a compelling offer to schools.  Our joint team have over 20 years of knowledge and experience with educational finance and have been heavily involved with academies since their inception in 2010.  Our staff and consultants hold differing levels of qualifications which enable us to offer the right level of support, at the right time, for the right price.  Our highly qualified network of experienced school business professionals working closely with Entrust's staff members, who hold CCAB qualifications, increases our capacity, skills and flexibility ensuring we are always able to find the right expert for the needs of our customers.  We currently support over 500 schools and academies to manage their finances whilst ensuring the procurement of high-quality, efficient and effective services.  Our team are renowned for delivering high-quality CPD; 100% of delegates surveyed said our training contributed to improving their performance at work and 100% rated the quality of the Tutor as good or excellent.","ISBL in partnership with Entrust will equip schools and academies with the tools and skills they need to meet any financial challenges they may face.  As schools and academies become more autonomous, the role of school business professionals evolves and grows. Our role is to support schools and professionals to manage these changes and grow their skill-set, empowering them to run a successful, efficient and sustainable school.  Our service will be tailored to the schools specific needs but we always start the process by providing a FREE self-assessment diagnostic tool which will identify any financial issues as well as assess the urgency of action required. The tool will provide great insight and will help the senior leadership team to focus on the areas of greatest need to drive improvements and further efficiency.  Once you have completed the self-assessment, our qualified Accountants, Finance Officers and School Business Practitioners will work with you to complete a solution-focused action plan and support you to resolve the issues identified in a cost-efficient, effective and timely manner.  Where required, we will also recommend that further expertise is provided from Entrust's School Improvement, Learning Technologies and HR colleagues to ensure any financial changes won’t impact negatively on staff or educational outcomes.  Our support can be on or off site depending upon your individual circumstances, ensuring cost effective support when and where it is needed. Whether you are a small rural maintained school or a national academy chain, we will be the critical friend you need to drive efficiencies and build a sustainable and successful school.","I-SOT, the ISBL School Optimisation Tool uses the ISBL Approach to ICFP to generate 12 Key Metrics. These provide the conversation starters required in leadership discussions around how resources are being managed and how their use can be improved. Our approach uses the basic staffing, curricular and financial data that exist in all schools and are easily accessible to school business professionals. I-SOT then applies a RAG rating to the metrics to highlight possible areas of concern that need further investigation.  You can find out more about what we offer at www.isbl.org.uk","Professional Development Team","Professional Development Team",null,50,"Other","Professional Institute/Charity","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["J&G Marshall Ltd","Offices 47/48, Atlantic Business Centre, Atlantic St, Altrincham, Cheshire WA145NQ","01619 263611","info@academyconversion.com","www.academyconversion.com","Our MD has over 25 years governance experience with over 21 as Chair, is an National Leader of Governance who conducts External Reviews of Governance and mentors other Chairs and spent over 25 years in finance working for some of the largest banks in the country. Everyone in the company is a governor at a converter academy. Skill sets include finance, legal, project management and governance. Our Head of Legal is also a Chair at a converter academy and has spent over 40 years in law. Our Senior Project Manager spent 30 years at the DfE supporting schools and providing oversight. Our company has supported over 250 schools to academy status and currently supports many Multi Academy Trusts in areas such as MAT Growth Audits, MAT MOT's, Due Diligence and Brokering.\nMAT Growth Audits look at where the Trust was, where it is now and where it wants to be and supports the upscaling of mindset, systems, processes and infrastructure to achieve Trust goals in growth\nMAT MOT's provide ongoing challenge and support to the Trust Board around finance, data, infrastructure and systems using a dashboard and our scorecard to ensure the Trust is operating strategically and efficiently\nOur Due Diligence service helps a Trust conduct robust DD on a school looking to join and/or a school conduct robust DD on a Trust it is looking to join. This ensures the match is right for both sides\nOur Brokering service helps match schools to Trusts or bring schools and Trusts together looking to create a larger MAT\nWe have also carried out ESFA Financial Management & Governance Reviews on Trusts with potential issues as well as Financial Health Checks for Trusts in relation to the MAT Development & Improvement Fund","Having much experience in the filed of financial and governance audit / health checks, we use a bespoke process for each case. Each Trust and each school is different so an initial meeting to agree the scope of work is undertaken. We then create a template to ensure that any ESFA/DfE requirements are adhered to whilst at the same time covering exactly what the Trust/school's requirements are too. We then overlay that onto our own Financial Health Check criteria to ensure nothing is missed and that all aspects are covered robustly. We also assess how financial health interacts with all other aspects of the Trust / school. The reason for this is that we consider the whole not just one element.\nWe then request documentation and answers to our many questions before arranging days to meet with key players in the Trust / school. Typically, these will be Members, Directors, CEO, CFO, Exec Head, Chairs of LGB's/LAB's, Headteachers, SBM's. We also conduct research on the Trust or school from all available sources.\nWe then draft a report and meet with the Trust or school to discuss our findings and also discuss the 'what next' scenario. In other words, we can guide and support the Trust or school moving forward but always ensuring the Trust or school takes ownership of any remedial actions.\nBecause each Trust or school is different ( and not just in size ) and because we agree a list of activities, the cost for each exercise is different. ","No tool","Jeff Marshall",0,"Opt out",5,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["JD Education Finance Services Ltd","4 Nickleford Hall Drive, Widnes, Cheshire WA8 5AL","01514 235239/07885 820602","jennie@jdefs.co.uk","www.jdefs.co.uk","We are education finance specialists offering services to schools, academies and colleges to enhance their finance function. We aim to provide exceptional, relevant and efficient services and products to the education sector to support our clients along with building friendly, professional and strong relationships with, suppliers, partners and associates in order to achieve the very highest levels of client satisfacton and respect. With nearly 20 years experience in the education sector we are able to offer a range of support, training and financial consultancy services. We are skilled in providing services to all those involved in finance from day-to-day to strategic levels. Our Director, associates and consultants have relevent qualifications, skills and experience in their specialism. We have clients from small nursery schools up to multi academy trusts and further education colleges. The healthcheck service in headed by Jennie Donegan, Director of JD Education Finance Services Ltd (JDEFS). Jennie has worked in a large inner city school for a number of years before joining a national education consultancy organisation and then establishing JDEFS. She is extremely knowledgeable of the education system and the challenges schools and academies are facing now and will do in the future. She has experience of all the major financial packages in use in schools and academies. We are a small company and pride ourselves on understanding the needs of our clients. Personal service, attention to detail and excellent relationships with our clients are our key priorities. ","The financial healthcheck service is delivered over either a one or two day period, dependent on the complexities involved. Fees are calculated once we establish the time needed to complete the work. All fees include travel & subsistence. Typically our daily rate for such work would be in the region of £750-£900. We will interview relevant finance staff and test a variety of transactions and processes including, but not limited to: bank reconcilations; payroll postings; trial balance reviews; internal controls and segregation of duties; petty cash postings; budget posting; CFR mappings; review of outstanding orders; income postings; LA/EFA monthly/annual returns; budget monitoring reports; filing and archive systems; deadlines met/not met; risk management; schools private fund operations; review of expense claims; review of financial procedures manual; asset inventory checks; credit card purchases; pupil premium income & expenditure; review of SFVS or FMGS returns; register of business interests register. You will receive the completed report within 48 hours of the visit via email in PDF format. Where we find a need for additional support and/or training we can provide this, however this will only be discussed at your request. Annual visits of 3 or more attract discounts on our normal daily rate. Where schools or academies desire regular Financial Healthchecks or Responsible Officer services, you will be allocated a named consultant who will provide all visits, thereby ensuring continuity.","No tool","Mrs Jennie Donegan","Director","Opt out",3,"Commercial",null,"Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","Yes","No","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["JGT INTERNAL AUDIT","6 Mill Bank, Fulwell, Sunderland, Tyne and Wear SR5 1QN","07855 025061","john.tutin@tiscali.co.uk",null,"Trading as JGT Internal Audit, I am an AAT Licensed Accountant specialising in the delivery of Internal Audit and related services to Single/Multi-Academy Trusts.  I am appropriately qualified and skilled, with over 30 years' experience in public sector internal audit, specifically within Local Government, Maintained Schools and Academies. In addition, I have recent experience of working in a Multi-Academy Trust, as Finance Director, managing complex budgets at a time of diminishing resources.  I am able to offer a personal, dedicated service to clients, tailored to meet their needs. I know from experience what well-managed, compliant systems and processes should look like and I use this knowledge to enhance the Internal Audit Services I provide.","I offer bespoke internal audit and related consultancy services to single/multi-academy trusts, fully compliant with the requirements of the Academies Financial Handbook (from September '19 edition).  Full Internal Audit Support: delivered termly at a date and time to suit academy priorities, a complete Internal Audit Service is offered covering compliance with the requirements of the Academies' Financial Handbook, ensuring Trusts have adopted robust governance arrangements and apply good standards of financial control.  Appropriate tests are performed to determine whether the Trust is maximising value for money and minimising the risk of fraud, error and loss.  Findings are fully reported with recommendations for improvements where necessary.  For single academies or MATs of up to two academies, my fees are agreed through discussion of need although these are currently averaging around £2,300 per annum. For larger MATs a competitive quotation for service will be provided.  Consultancy: where the Trust requires advice/guidance or a full review of a particular area of their operation which is not otherwise covered by the Internal Audit programme or for which they require a more in depth study to be carried out.  Examples of such work could include: review of the robustness of student number predictions; review of the scope and adequacy of Due Diligence exercises; and investigations into suspected financial irregularities.  I also offer tailored training workshops / presentations on risk and control issues.  Consultancy fees are agreed through discussion of client needs, but I aim to be competitive.","Whilst we currently don't provide my own tool I can assist you in choosing the appropriate one.","John Tutin","Owner",null,1,"Commercial",null,"No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["Judicium Education","72 Cannon Street, London EC4N 6AE","0207 336 8403","philippa.ollerhead@judicium.com","www.judiciumschoolimprovement.co.uk","Judicium Education is a school support services company operating throughout England and Wales.  We currently work with hundreds of schools in every sector from nurseries to sixth form.  Our philosophy is to constantly improve the quality of school support services and to bring simplicity, clarity and dependability to our schools.  We are able to offer a wrap-around service including School Improvement, HR, Legal and Financial Management.  With a rapidly changing education landscape, school leaders now face unprecedented challenges.  In addition to improving and maintaining educational standards, school leaders now need to consider managing intake and roll alongside decreasing annual budgets, and streamlining resources to ensure long term and sustainable financial viability.  Our School Improvement team currently provide financial health services to academies and multi-academy trusts in collaboration with Lloyds Bank and the NAHT.  Our consultants are all highly experienced leaders in education, and our specialist finance consultants have developed and deliver financial viability training which is offered to Head teachers and School Business Managers across the country. Judicium Education in collaboration with Lloyds Bank, and the NAHT have developed a training event plus a Financial Review and Audit service to support school leadership in the development of a financial action plan, which incorporates best practice and practical advice to bring about change. The Financial Review and Audit service will result in savings year on year, whilst maintaining teaching and learning standards.","Financial Review and Audit Service - 2 days (1 day on site and 1 day desk based preparation and report writing).  Cost £1,700 plus VAT (this price is inclusive of any additional expenses incurred by the consultant).  We will carry out a detailed review of your current operational structures.  By analysing internal teaching, learning and support structures we will assist your school in developing an operational model which is both optimal to present circumstances but also sustainable into the future.  We do this in two ways:  First, we will produce a detailed review report of your organisational structure and operations.  This will enable you to make a better informed judgement as to whether you have the right structure in place.  Second, we will draft an action plan setting our recommendations as to any remodelling or restructuring, which we feel is desirable to bring about necessary change.      Two hour training workshop for senior leaders and governing bodies - £600 plus VAT (this price is inclusive of any additional expenses incurred by the consultant).  This workshop will give you the skills to review your current operational structures.   You will learn from best practice examples and develop the skills to self-audit your school finance on an annual basis.  You will focus on strategic financial management and teaching and learning, developing the skills to embed financial management into the school quality cycle.  This workshop is suitable for primary, secondary and sixth form sectors, Academies, MATS, Free Schools and Alternative Provision will particularly benefit.  We have 2 specialist financial consultants who can carry out health checks to schools at any one time.","No tool","Philippa Ollerhead","Education Services Director","",2,"Commercial",null,"Yes","Yes","Yes","No","No","No","No","Yes","No","Yes","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Julia Steed Academy Consultant","9 Spring Lodge, Bardwell, Bury St Edmunds, Suffolk, IP31 1BE","07718 204354","juliasteedac@btinternet.com","https://juliasteedacademyconsultant.com/","I have over 20 years experience within the education sector, at a wide variety of settings, primary, middle, secondary, central trust offices.  I hold the CSBM, DSBM, CIPFA Certificate in Financial Reporting for Academies, and a BA (Hons) Open University degree 2.1. Currently I am a self-employed SRMA, Lead Accreditation SRMA and School Business Consultantworking in the Eastern Region, and also able to consider remote work.","Review, advice and guidance on finance and financial governance, advice on management accounts, budgets and planning, schemes of delegation and terms of reference. ICFP implementation and guidance. I also offer Governor training on financial matters and internal scrutiny visits.","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Julia Steed","Academy Consultant",null,1,"Commercial","Sole Trader","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","Yes","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"All"}]
["Keystone Knowledge","Nightingale Way, Etwall, Derbyshire, DE65 6RT","02045 514900","hello@keystoneknowledge.com","https://www.keystoneknowledge.com/","Between us we have 100 years of experience of working in schools and have supported many schools and MATs to improve their operational effectiveness impacting the educational outcomes of children in education.","Keystone Knowledge expertly support schools and MATs across all non-teaching aspects of their operation and growth. Making sure pupils and students get the best possible outcomes using our unique experience in schools and MATs to improve school leadership and management in areas including HR, finance, governance, due diligence, ICT procurement, Health & Safety and more.","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Mike Brennan","Business Development Manager",null,7,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"All"}]
["KM, Chartered Accountants","1st Floor, Block C, The Wharf, Manchester Rd, Burnley, Lancashire BB11 1JG","01282 426331","mark@kmaccountants.co.uk","www.kmaccountants.co.uk","We have an experienced team of accountants who are actively involved in the charity sector, and recently became involved with the schools sector. In addition to the year end work in preparing accounts, we provide advice on bookkeeping and financial management solutions, budgeting, forecasting etc. The team is led by Mark Heaton, who is an experienced charity trustee of varying sizes of charities (and was chair of a small charity for a number of years) - this giving significant exposure to many aspects of governance, including chairing meetings, acting as Company Secretary, assessing skills of the boards. Mark also speaks to boards on their accounts, and leads training on various issues to charities.","Assessing how schools manage their finance - reviewing how they do it at present and considering alternative ways including cloud solutions such as zero, cash-flow etc. Discussing with decision makers how they receive financial information and their needs from it. Working with boards, and finance staff, in assessing their skill levels. Providing boards with the information to help them make informed decisions. Enabling finance teams to prepare accurate timely management information that leads to an efficient year end process in preparing accounts for audit. Assessing internal controls and highlighting areas for improvement to safeguard the school funds. Fees are based on daily rate plus reasonable travel expenses.","No tool","Mark Heaton ","Director","",2,"Commercial",null,"No","Yes","Yes","Yes","No","No","No","No","Yes","Yes","Yes","No","No","No","No","No","No","No","Yes","No","Yes","No","No","Yes","No","No","No","No","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["Knill James","One Bell Lane, Lewes, East Sussex BN7 1JU","01273 480480 ","sue@knilljames.co.uk","www.knilljames.co.uk","Knill James is a Sussex based firm of Chartered Accountants, member of the UK200 Group, with 6 partners and over 50 professional staff. UK200 Group members provide expert, specialist services for almost 1,500 charities and around 500 independent schools and academies. As an individual firm we currently act for in excess of 75 charity and not-for-profit entities, including academies and independent schools. We provide the following services to our academy clients:\n• Statutory audit\n• Preparation of statutory accounts\n• Assisting with the Responsible Officer’s role\n• Assistance with the academy’s accounts return\n• Reporting to TPS in respect to EOYC\n• VAT advisory on a variety of issues\n• Assisting with company secretarial compliance, including advice on PSC\n• Assisting with designing reporting packs for governors\n• Advising on governance and risk management\n• Corporate tax advisory\n• Developing management information systems\nWe have developed a specialist Charities and Education Group which is dedicated to delivering our services to our clients in this complex sector. The Group led by Susan Foster who is a member of the UK200 Group National Charities and Education Committee.\n","We fully understand the requirements placed on educational establishments by the Local Authorities and DfE and work with establishments to ensure deadlines are met. Our Charities and Education Group is used to acting as a hands-on adviser to companies in the education and charity sector – both during the early stages of setting up and in assisting as it grows and develops. We advise schools both pre and post conversion and offer a full range of services to look after both single and multi-academy trusts as well as independent charitable schools.\nThese services include:\n• Advice on academy conversion\n• Financial reporting\n• Statutory and regularity audit\n• Support to finance staff\n• Planning, budgeting and forecasting\n• Tax and VAT advice and mitigation\nWe offer responsive, flexible services based on our professional experience and knowledge of the workings and requirements of the education sector. Our staff base possesses a thorough understanding of the wide range of issues facing the sector today. Our aim is to deliver value for money and ensure that our costs are clearly defined and discussed throughout any engagement. A no surprises approach. Our approach is to start with a no obligation discussion to agree how we may be able to assist.\n","No tool","Susan Foster","Partner","Opt out",11,"Other",null,"Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","Yes","Yes","Yes","No","No","No","Yes","No","Yes","Yes","No","Yes","No","Yes","Yes","No","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["KPMG","15 Canada Square, Canary Wharf, London E14 5GL","07810 074190","stephen.gough@kpmg.co.uk",null,"KPMG is one of the leading professional services firms in the UK, and has a particular focus on education, skills and productivity. Unlike our big 4 counterparts, we have supported the Academies sector from its inception, and continue to provide assurance services to a range of MATs to this date. In Steve Gough, we have one of leading experts on finance in Academies, to both lead our team, and work within the sector. \n\nSteve regularly works with the DfE, Academy Ambassadors, and MATs directly to provide finance related support to Trusts and their boards. He is also a MAT trustee himself, and a sponsor of a separate 7 school MAT too. Steve worked with David Carter and his team to develop the original health check programme, and was one of the key speakers at the launch event of the new MAT development programme. \n\nMore broadly, we have one of the leading assurance, and finance advisory practices in the UK, and our focus on education allows us to bring a breadth of experience to all our client work, including performing health checks, internal, and external audit activities and a full range of consultancy services.\n\n","We can offer a full range of services to Academy Trusts - from health checks (both finance, and non finance related), internal and external audit, and a full range of advisory/consultancy services for the back office. We are also developing a suite of tools to support Trusts in the delivery of certain back office functions to a high quality, and in a cost effective manner.\n\nWe will work with you to carefully scope the work you need, and then price it accordingly - very little of our work is done to a fixed price or scope, which reflects the unique needs of our clients, and the rapidly changing demands of the sector.\n\nGiven our scale, it is unlikely that we will be the cheapest of the suppliers listed here - but we will offer an almost in-rivalled breadth and quality of support to you and your colleagues, and would be delighted to discuss your needs with you. ","No tool","Steve Gough","Director, National Schools and Academies lead.","Opt out",25,"Commercial",null,"No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Kreston Reeves LLP","37 St Margaret's Street, Canterbury, Kent CT1 2TU","03301 241399","enquiries@krestonreeves.com","www.krestonreeves.com","As accountants, Kreston Reeves advise more than 65 academy schools, including those that operate as multi-academy trusts, and other educational clients. We provide a range of services including internal and external audit, specialist advice on fundraising and assistance with budgeting. In particular, the internal audit service is used to unsure that internal controls and processes are adequate and to identify weak controls that should be improved. It is also used to investigate specific areas. Examples of where we have assisted schools include a review of procurement procedures and a review of governance structure and policies. In addition, Kreston Reeves acts for more than 450 charities (and other not for profit entities) and is the leading firm in the South East of England when it comes to the not for profit sector. Kreston Reeves is the largest independent firm of accountants in the South East of England, with offices in London, Kent and Sussex, and has sufficient resources to carry out all the required work within a relatively short timescale, thus minimising any disruption at the school.","As a very experienced provider of financial and other services to schools and academies, Kreston Reeves are pleased to be able to offer the Financial Health Check Levels 1,2 and 3 in full. We can provide a fully tailored service  which can be used to focus on key controls and systems and offer realistic recommendations and improvements that can be made. Our service can also be used to investigate specific areas of financial governance, management and compliance. We will provide you with access to our full range of specialist partners and staff with the knowledge and experience necessary to provide you with an optimum level of service. We believe in transparency with our clients particularly with respect to costs and fees. The overriding principle is our 'no surprises' approach, which is welcomed by our clients. We will agree with you up front a proposed fee based on the expected time costs. Indicative charge-out rates per hour are: Partner £270, Senior Manager £160, Manager £120, Senior £85 plus VAT.","No tool","Peter Manser","Partner","","5-10","Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["Lancashire County Council - Schools & Childcare Financial Services","Christ Church Precinct, County Hall, Preston, Lancashire PR1 8BH","01772 534844","schoolsfinancialservices@lancashire.gov.uk","Currently under development","Our team has over 25 years experience of providing high quality financial management, support and consultancy services to schools with a proven track record of supporting schools in financial difficulty. We take pride in our ability to build strong working relationships with our clients which allows them to have effective financial management of their budget and to implement robust governance arrangements and financial policies, systems and practices to secure the best possible outcomes for pupils and probity of their financial resources. We provide high quality financial information and training to head teachers, school business managers and governing bodies to ensure they have the most up to date and accurate information on which to base key financial management decisions. We also advise schools on the implications of national policies and statutory guidance impacting on schools and to develop and implement guidance and systems to ensure that schools comply with the requirements.","Our consultants are able to offer a wide range of support to maintained schools and academies, from a short financial health check to a detailed review and action plan in order to resolve financial difficulty. In addition to our breadth of financial management expertise we also have access to specialists in School Improvement, Governance and HR which, if required, gives us the opportunity to provide further in depth analysis. We also have an extensive range of service level agreements to support financial management in schools. This includes termly or monthly support, financial monitoring reports, financial forecasts and access to a suite of guidance documents and draft policies. Our senior consultants also have significant experience in delivering training to new or existing school leaders, finance staff and governors. We work closely with our clients in order to better understand their needs. Through this our work provides support and challenge in order to deliver tailored objective led support.","No tool","Kevin Smith","Schools & Childcare Financial Services Manager",null,"30+","Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["Landau Baker Limited","Mountcliff House, 154 Brent Street, London NW4 2DR","0208 359 9988","michael.durst@landaubaker.co.uk","www.landaubaker.co.uk","We are a company of Chartered Accountants having carried out external and internal audits and reviews for 60 years. Our audit clients include limited companies, companies with charitable status, schools and academies. We have been appointed as accountants to over 150 primary and secondary academies and multi-academy trusts nationwide. Our staff are all qualified accountants with considerable schools’ and academies’ audit experience and the systems they use. They tend to make their careers with us and accordingly we have members of staff and partners who have worked at our firm for over 20 years. \nOne of our partners has been appointed to the EFA’s Auditors Forum and therefore has direct contact with other large providers of academy audits and reviews as well as the EFA. Accordingly we are made aware, at an early stage, of technical developments in the academies sector and any important updates such as changes to the Academies Accounts Direction. \nIndeed, with our staff’s considerable experience within the sector, we are fully familiar with the operating environment and issues faced by academy trusts and schools. We are well placed to provide you with excellent technical expertise not only with reference to charities legislation, but also with reviews of the systems in place and where improvements can be made.  \n","Our financial health checks for schools and academy trusts will involve an initial planning meeting with the relevant finance personnel, focusing on the key risks and the controls and processes in place. At this stage, the senior manager will send in writing details of information required from finance staff ahead of our on-site review. Our on-site review will be tailored to the school or academy's individual requirements, taking into account the size and structure of the academic institution. Our review work will include, but is not limited to, a review of the procurement and tendering procedures, income generation, staff costs and workforce efficiencies, budgeting processes and future financial strategies and the structure and responsibilities of the finance department. \nFollowing our review work, we will provide a report to the Governing Body of the academy trust or school outlining our observations and recommendations.\nWe offer three different types of financial health checks, being a review visit, an investigative visit and a solution generation visit, being the most in depth type of financial health check. Depending on the size of the academic institution, our on-site work will be between 1-2 days for a review visit, 3-5 days for an investigative visit and 6-10 days for a solution generation visit. Our daily rate for on-site visits, which will include our report to the Governing Body is £750 exclusive of VAT and therefore the cost of the financial health check will be dependent on which type of check the academy trust or school requires.\n","No tool","Michael Dust","Director","",20,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Leodis Academies Trust","Rein Road, Tingley, Leeds, West Yorkshire WF3 1JQ","01133 400027","beasley.w@woodkirkacademy.com",null,"Our Finance Director is a fully qualified Chartered Accountant (ICAEW). She is a Specialist Leader of Education (SLE) and also holds the DSBM and CSBM. She has over 20 years experience of working in school finance roles. This includes 7 years working as a peri bursar providing financial support to a wide range of primary schools, school business manager in primary and secondary settings and more recently Academy Finance Director. As Finance Director in her current and previous role, she has overseen a school conversion to Academy status, subsequent conversion to Multi Academy Trust status and the conversion of addition schools into MATs.\nShe has much experience of working across schools with a range of finance staff and school leaders, and has Senior Leadership Team experience. Particular strengths include accurate 3-5 year budget planning, close budget monitoring and an attention to detail, along with a genuine passion for improving educational standards at all levels. She is keen to keep up to date with wider educational developments and changes and has a good understanding of Governance, compliance and legal frameworks. She regularly uses Benchmarking data and KPIs to spot any issues/trends/areas for potential savings, and has a good understanding of curriculum resource planning\n","Our offer to schools would be a number of consultancy days provided by our Finance Director. She would arrange to visit the school on mutually conveniently agreed dates to carry out a Financial Health Check as described in 'Check 1' over a period of 1-2 days. This might lead to a further 3-5 days work in the school addressing specific issues and empowering the school to improve.\nAll of this would involve working closely with school finance staff and liaising with school leaders. It would be expected that a meeting involving appropriate SLT member(s) would be included.\nThe consultancy would be based on quickly establishing a working relationship of trust and empowerment to move schools forward.\n\nThe offer would be school based and would require access to all school financial records and systems. Because of the potentially sensitive nature of the information shared, confidentiality would be respected at all times.\n\nWe would charge a daily rate based on our SLE rate of Â£350 per day.\n","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Wendy Beasley","Director of Finance","Opt out",1,"School/trust",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Lighthouse Education Consultants","96 Queen Street, Chasetown, Burntwood, Staffordshire WS7 4TN","07305 513556","tom@lighthouse-education.com",null,"School Business Manager at a large secondary academy; Responsible Officer / Internal Auditor Role; Implementation of new finance systems; Producing Year End Accounts; Providing strategic planning support services to schools; Producing deficit recovery plans for schools; Produced staffing structure reviews; Producing financial management information to schools' leaders / governors; Advising on effective financial management best practice; Providing continuous support throughout the conversion process","One of our experienced Lighthouse Education Consultants will initial organise a 'scoping' visit with you.  We like to come out to the academy/school to meet you as we feel a face to face meeting allows us to gain a better understanding of what is required as well as allowing you to ask any questions you may have.  We also like to gain an understanding on the background of your academy/school and how you work.  Based on the initial meeting we will produce a tailored service to best meet your requirements and agree on deadlines.  Examples of our services are listed here: Production of a full 5-year strategic plan, Review of all financial procedures / policies, Production of a comprehensive financial procedure manual, Budget monitoring, forecasting and review, Deficit recovery planning, Finance training to school staff and/or governors, Internal Audit review, Benchmarking review, Staffing structure review, Production of a governor, financial reporting pack.  Our daily rate is £450 however we can provide a cost for the whole project based on the initial meeting and the scale of the project.","Can assist in choosing the correct tool from other providers.","Thomas Nixon","Head of Operations",null,2,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["London Borough of Newham Schools Financial Consultancy Service","Newham Dockside, 1000 Dockside Road, London E16 2QU","07812 675209","Reema. Solanky@newham.gov.uk and Donna.Kelly@newham.gov.uk",null,"All members of our small team are both CCAB and AAT qualified or part qualified accountants and collectively have in excess of 30 years’ experience working within schools finance environment. All our team members have worked in both public and private finance sectors so use commercial acumen when working with schools. Due to the wealth of experience all team members have a variety of transferable skills which is welcomed by schools both primary and secondary that we currently support. Experience of the team is as follows: undertaking of full financial health checks since 2011 which encompasses up to 15 specific areas; supporting schools with SFVS; assessors for FMSiS (when in operation); investigation work including appearing at tribunals on behalf of schools. Training provider: governors financial management responsibilities; budget holder training; bespoke financial training. Day to day school financial management: budgeting; reconciliation; benchmarkin; compliance with the local authority’s financial returns proces; forecasting. Post audit support; Audit of Voluntary Funds; Audit of specific financial procedure; Financial Administration of charitable trust.","The benefit of our small team is that clients have continuity and a dedicated team member allocated to the school. We are able to offer all three levels of service detailed in the health check for schools literature as set out by the EFA. We can provide a bespoke service to schools or a full financial health check using our existing assessment framework which complies with Local Authority financial guidance to schools and best practice. Dependent on the schools requirement one or two members of the team provide onsite visits which also includes discussions with the Head teacher, School Business Manager and Chair of Governors as appropriate. We produce a detailed written report with our findings, risks and recommendations to improve financial best practice and ensure compliance. We have competitive charging rates which have been calculated in accordance with the Local Authorities best value principles. The level of charge will be depend on the service provision and would be discussed with the individual client.","No tool","Donna Kelly","Principal Finance Officer",null,2,"Local authority",null,"Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","Yes","Yes","No","Yes","No","No","No","No","Yes","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["LTS Professional Business Services","County Hall, Leicester Road, Glenfield, Leicestershire, LE3 8RE","01162 311280","servicedesk@leamis.org.uk","www.leicestershiretradedservices.org.uk","We offer a range of Services to schools and academies, tailored specifically to meet the needs of your establishment including: Catering, Property, facilities management and Print, Educational activities, conferencing and leisure, Business advisory services, …Plus many more.  We have over 30 years of experience in the education sector and are on hand to discuss and plan your requirements as well as offering advice, support and training.  Our services are delivered by experts, who care passionately about what they do and achieve, job satisfaction by securing the best possible outcomes through a full understanding of your school and academy.  We will assist you finding innovative solutions which in turn help you to maintain and raise standards.  As part of Leicestershire County Council – you can rely on the quality of our services, our people and our values to deliver.  Trading is important to us – and we run our business alongside our public services. With reducing grant from the government, this helps to make public services in Leicestershire more sustainable for the future.  Our school financial support service has specialist advisors on hand to offer the assistance you require to ensure the smooth and accurate handling of your finances. We have a wide range of experience of working at all education key stages, in academies, special, maintained schools; as well as experience of using different financial management packages.","Temporary support in the absence of a school business manager or finance officer, Training for new school business managers or finance officers with no previous experience, Regular independent financial support for your school business manager or finance officer, Support and advice to help you develop and improve your financial process, reporting or planning, Work on specific finance related projects, Financial expertise for your interview panel.","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Lisa Cope","Senior Business Services Specialist",null,6,"Local authority",null,"Yes","Yes","Yes","Yes","No","No","Yes","No","Yes","No","No","Yes","No","No","No","Yes","No","No","Yes","Yes","Yes","No","Yes","Yes","No","No","No","No","Yes","Yes","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","Yes","Yes","Yes","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Mazars LLP","Park View House, 58 The Ropewalk, Nottingham, Nottinghamshire NG9 6NN","01159 644744","david.hoose@mazars.co.uk","www.mazars.co.uk/","• Mazars is a major national and international firm of chartered accountants, with 140 partners and around 1,750 staff in the UK. We have significant presence within the sector in the UK as we currently act for over 200 academies and independent schools, providing external audit services to over 150 of these. We have provided the following services to our academy clients:\n• Statutory audit\n• Preparation of statutory accounts\n• Assisting with the Responsible officer’s role\n• Internal audit services  VAT advisory on a variety of issues\n• Assisting with company secretarial compliance\n• Assisting with designing reporting packs for governors\n• Advising on governance and risk management\n• Corporate tax advisory\n• Developing management information systems.\nWe have specific recent experience in working with Academy trusts looking to restructure their back-office functions in order to maximise both efficiency and the proportion of income resources that can be utilised for teaching and learning.\n","• We are a large national organisation with a large education specialism. We have specialist teams in all of our 18 offices who are well versed in working with academies and, as such, can provide all of the aspects of the financial health checks in all regions. Our teams will comprise a mix of experienced academy auditors, business process improvement specialists and tax specialists.\n• Firms do not provide services – people do.  Technical expertise and experience are only truly valuable when they are supported by excellent service delivery in the context of a relationship underpinned by mutual respect and “chemistry”. In the final analysis, it is the team of professionals serving the Academies that will make the difference to client service – be it technical excellence in understanding your business and applying accounting, auditing and regulatory standards; adding value whenever possible; and project management. \n• Our service will be led by David Hoose, our national lead Education sector partner. David will co-ordinate all assignments ensuring that all projects are properly planned and scoped, staffed by the appropriate team and that a quality output is delivered to your timetable. Our fees will be agreed in advance of each project, based upon an individually based scope and will be based on a composite per day rate\n","No tool","David Hoose","Partner","",25,"Commercial",null,"Yes","Yes","Yes","Yes","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","Yes","No","No","Yes","Yes","No","No","No","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["McCabe Ford Williams","Bank Chambers, 1 Central Avenue, Sittingbourne, Kent ME10 4AE","01795 479111","clair.rayner@mfw.co.uk","www.mfw.co.uk","We have been working with Academy Schools since they were first introduced, through all stages of their development.  We adopt a hands on and supportive approach and our clients see us as a trusted advisor that they can call upon through out the year.  All staff involved in the provision of services to academies regularly attend training courses to ensure they are up to date with the latest developments in the sector.  Our specialist team is headed by a chartered accountant who holds a diploma in charity accounting and members of our team are also school governors.  Our experience means that we understand the challenges academies face in trying to balance budgets without impacting educational performance and experiences.  We also know that academies need to build strong financial foundations to ensure they are able to adapt to future challenges.  In addition to our audit and accountancy services we have worked with clients to: \n• deliver and set up internal audit programs, identifying strengths and weaknesses and making suggestions for improvements\n• streamline financial reporting processes to ensure the board of governors have accurate, timely information\n• assist with the budget setting process\n• carry out due diligence exercises for academies that are expanding and taking on new schools \n• assist them with the conversion process\n• consider the benefits of collaborative working with other academies and schools\n","We offer a half day free of charge meeting with prospective clients at their premises to discuss the challenges they face and to establish the assistance that they require.  We would then provide a fixed fee quote outlining the work required.  Our work would be carried out at your premises and would be followed up with written reports detailing timelines, updates on progress, required actions of both the academy and ourselves and outcomes achieved.  This would also include attendance at meetings of the board where necessary to discuss the project outcomes.\n Our fees for a day’s support range from £550 plus VAT to £800 plus VAT depending upon the seniority of the staff required and involved but this would all be taken into account in setting our fixed fee quote.\n","No tool","Clair Rayner","Partner","",10,"Commercial",null,"No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["MHA ","New Bridge Street House, 30–34 New Bridge Street, London EC4V 6BJ ","0207 429 4100 ","info@mha-uk.com","www.mha-uk.co.uk","MHA is a national association of independent accountancy firms offering a full range of services to national, regional and local businesses and organisations across the UK.  As specialists in the education field, our expert teams have been advising schools and academies for over 25 years.\n\nOur Not for Profit teams at each of our member firms have extensive audit, accounting and advisory experience within the sector, acting for charitable organisations, Further Education institutions, independent schools and public sector bodies as well as over 200 academies and free schools and a significant number of Multi-Academy Trusts.\n\nMHA member firms are recognised experts in charity accounting, finance, governance, law and regulation, having worked with academies since their inception.   They discuss, analyse and confer on complex accounting issues, supporting academies every step of the way.  With experience that spans all facets of Financial Health, from audit, accountancy and tax matters to advising on budget assumptions, effective governance and efficiency reviews, they also advise schools throughout the process of becoming an academy and whilst establishing or growing their Multi Academy Trust with financial due diligence, strategic planning, business structuring and finance advice.\n\nMember firms provide Partner led, professional and friendly services from over 50 locations across England, Scotland and Wales and are the UK independent member of Baker Tilly International.","Being a national association of independent accountancy firms, MHA member firms offer financial health check services to academies and free schools across England, Scotland and Wales. The service will be led by an experienced educational specialist and will include an initial free visit to consider the scope of work and agree the best approach. They will agree reporting requirements in order to present their findings to the Board of Trustees / Governors on completion of a specific project based on your needs.  They will also work closely with the Trust's Business Manager and members of the governance team responsible for finance and audit.   \n\nOur expertise encompass all financial matters including; Audit, Accountancy, Tax, VAT, PAYE & NIC, Financial Systems and Controls, Auto Enrolment, FRS102, Charity SORP, LGPS & TPA, Risk Management, Trustees’ Responsibilities, Financial Planning and budget procedures as well as non-financial issues such as HR matters & disaster recovery plans.  We also have vast experience supporting schools becoming a new academy, establishing or growing their MAT, or restructuring an existing MAT. \n\nOur support extends beyond the initial project, in the form of our regular newsletter Academy Advisor and regular academy workshops held at various MHA offices that you would be welcome to attend. All of our education specialists are professional and approachable and will always be happy to discuss any future concerns you may have.","No tool","Bianca Silva","Partner","",80,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","yes","Yes","yes","yes","yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["MHA MacIntyre Hudson","New Bridge Street House, 30–34 New Bridge Street, London EC4V 6BJ ","0207 429 4100 ","academies@mhllp.co.uk ","www.macintyrehudson.co.uk","The Not for Profit team at MHA MacIntyre Hudson have extensive audit, accounting and advisory experience within the education sector, acting for over 600 charitable organisations including: Further Education institutions, independent schools and public sector bodies as well as nearly 200 academies and free schools and over 20 Multi-Academy Trusts.\n\nMHA MacIntyre Hudson have become one of the 3 largest providers of audit services in the sector.  Our team are recognised experts in charity accounting, finance, governance, law and regulation, having worked with academies since their inception.   We discuss, analyse and confer on complex accounting issues, supporting academies every step of the way and are a member of one of the EFA finance working groups.  Our experience spans all facets of Financial Health, from audit, accountancy and tax matters to advising on budget assumptions, effective governance and efficiency reviews.  We also advise schools throughout the process of becoming an academy and whilst establishing or growing their Multi Academy Trust with financial due diligence, strategic planning, business structuring and finance advice.\n\nMany team members hold the ICAEW diploma in Charity Accounting and all attend comprehensive training to ensure they have the required experience, expertise and resources to fully understand the complex, regulated accounting needs of the sector.  We provide a Partner led, professional and friendly service in London, the South East, across East Anglia and the Midlands, with 12 offices, 90 Partners and over 600 professional staff. We are also a member of MHA, a growing association of UK independent accountancy firms, servicing the whole country. ","MHA MacIntyre Hudson offer financial health check services from £850 +VAT, or can provide quotations for a project as a whole if preferred. The service will be led by one of our educational specialists and will include a free visit or discussion to consider the scope of work and agree the best approach. We will also present our findings to the Board of Trustees / Governors at no additional cost. \n\nWe will work closely with the Trust's Business Manager and members of the governance team responsible for finance and audit. Being a Regional firm with education specialists in each of our offices, we are able to work with schools in London and the South East as well as across East Anglia and the Midlands.  Our expertise encompass all financial matters including; Audit, Accountancy, Tax, VAT, PAYE & NIC, Financial Systems and Controls, Auto Enrolment, FRS102, Charity SORP, LGPS & TPA, Risk Management, Trustees’ Responsibilities, Financial Planning and budget procedures as well as non-financial issues such as HR matters & disaster recovery plans.  We also have vast experience supporting schools becoming a new academy, establishing or growing their MAT, or restructuring an existing MAT. \n\nOur support extends beyond the initial project, in the form of our regular newsletter Academy Advisor and academy workshops held at various MHA MacIntyre Hudson offices that you would be welcome to attend. Our team are professional and approachable and will always be happy to discuss any future concerns you may have.","No tool","Bianca Silva","Partner","",40,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["MHA Monahans Chartered Accountants","38-42 Newport Street, Swindon, Wiltshire SN1 3DR","01225 785520","james.gare@monahans.co.uk","www.monahans.co.uk","• Monahans are a member of MHA, a fast growing association of UK independent accountancy firms. This national network of offices allows us to provide an enhanced service to our clients and share expertise nationally. MHA provide audit and accountancy services to well over 200 academies and more than 500 charitable and non-profit organisations\n\n• As well as having a national standing, Monahans is primarily a regional firm with 17 Partners and 200 employees based in the South West. We therefore pride ourselves in our local approach and can offer you a personal, friendly, Partner led service.\n\n• A number of team members hold the ICAEW diploma in Charity Accounting and all attend annual courses and training to ensure they have the required experience, expertise and resources to fully understand the complex and regulated accounting needs of the sector.\n","MHA Monahans provide health check services at a fixed day rate of £800 + VAT. The service will be led by one of our educational specialists and will include a free visit to scope the work and agree the best approach. We would also present the findings of the consultation to the Board of Trustees / Governors at no additional cost. The process will require us to work closely with the Trust's Business Manager as well as members of the governance team who are responsible for finance and audit. Being a regional firm we pride ourselves in providing a friendly, responsive and focused service. We have experience of providing audit, tax and consultancy support to around 20 local schools based in the Somerset and Wiltshire and due to our office office locations we are able to work with schools located in Dorset, Devon and Gloucestershire too.","No tool","James Gare","Partner","",6,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","No","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","No","Yes",{"$f":"IF(AND('2. 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["Moore Kingston Smith","Devonshire House, 60 Goswell Road, LONDON, Greater London, EC1M 7AD","0207 5663796","jsaunders@ks.co.uk","www.kingstonsmith.co.uk","We have been serving the education sector for more than 20 years. Our education sector clients include leading independent schools, academy trusts and performing arts schools. We also look after a growing number of Oxford colleges, exam boards and professional training providers.  The size and structure of our Education Group makes us accessible, responsive, and facilitates staff continuity, which is highly valued by our clients. We have the capacity and resources to give you the support, expert advice and the priority and attentive service you require. Our clients come to us for compliance and regulatory advice and they stay because of our expertise. We understand the checks and balances needed when running centres of learning excellence - we are immersed in the sector and work proactively to ensure our clients remain sustainable and secure now and into the future.  As well as coming top of the Charity Finance 2018 audit survey for overall service, we also came top for charity expertise. With such deep involvement in the sector and demonstrable experience and expertise you can be reassured that you will receive authoritative advice which will add value.  Through our strong links with regulators and funders and involvement with the main sector groups, we are able to identify emerging issues and offer our clients constructive solutions before such issues become problems. In the academies sector, we assist with the planning for, contribute to, and chair, the ICAEW Academies Update, and we chair the Charity Technical Panel. We sit on ESFA forums and run training sessions for academy staff and trustees, along with an annual Education Conference for our clients.","We provide core audit, accounting and tax services along with additional wider services such as governance and strategic advice, HR and GDPR advisory services, and fundraising consultancy. We are a leading audit firm in the academy sector, with a detailed understanding of the nuances and the requirements of ESFA reporting and DfE regulations.  With Kingston Smith you get direct access to the dedicated expert partner and manager team, who will act as a critical friend, working in partnership with you, ensuring you get proactive advice adding value, and providing rapid responses to your queries.","We have specialist consultant staff and resources to assist clients with ICFP support, with a specific tool available which covers all of the requirements detailed in the DfE's guidance on ICFP support, culminating in a full report to the board.","James Saunders","Partner",null,50,"Commercial",null,"No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["North Yorkshire County Council","Racecourse Lane, Northallerton, DL7 8AD","01609 780780","fmshelpline@northyorks.gov.uk","https://www.nyestraining.co.uk/Services/1228","The Financial Management Service has professionally qualified staff with high levels of finance, accountancy and business skills and experience. The service has been established for over thirty years and offers a unique blend of professional financial services together with an expert knowledge of school and academy financial and business management. The service options offered are: Network and Knowledge Package, Bursar Service - Full or Partial, ICT Updates and Helpline, Strategic Financial Support Service, School Resource Management Reviews, Value Added Support for Maintained Schools and Academies, Our Value Added Support offer can be used to supplement or complement other service, options. This support is also ideal for organisations who already have sufficient finance resources in-house, but who want the flexibility to simply 'buy in' some specialist consultancy support for a specific one-off piece of work which will add value, improve use of resources, and could even help generate savings and efficiencies!  These include: School Business Manager support (maintained schools only), Integrated Curriculum and Financial Planning (ICFP), Financial efficiency review (similar to an SRMA review), Contract register development, Benchmarking review, Private School Fund audit (maintained schools only), Financial due diligence, Bespoke consultancy and Central services review (MATs only).","The services provided by the team are packaged under a number of different service options which are designed to offer schools flexibility in the level of service they purchase to complement their in-house skills. Below are the different services we offer to Academy Trusts and Maintained Schools across the UK.  The service options offered are: Network and Knowledge Package - A cost effective package that offers schools access to our FMS knowledge base, networking and CPD opportunities.  Full Bursar Service - A comprehensive solution for your school, which covers the full range of financial tasks from day-to-day transactional support, through to budget setting, monitoring and reporting.  Partial Bursar Service - This service is similar to our Full Bursar Service, however gives schools the flexibility to process their own day-to-day transactions or carry out monthly reconciliations where they have in-house capacity to do so.  ICT Updates and Helpline - This is a comprehensive service for schools who require support with their financial management and budgeting systems. This service can be purchased on its own or alongside our Strategic Financial Support Service.  Strategic Financial Support Service - A strategic financial solution for your school providing expert advice and a 'sounding-board' for school leaders to ensure that you remain compliant, with the option to purchase additional days for project or supplementary work.  School Resource Management Reviews - Proactive support to ensure efficient and effective use of financial resources.","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Michelle Charlton","Deputy Head of Financial Management Services",null,50,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["One West","Bath and North East Somerset Council, The Guildhall, High Street, Bath BA1 4BX","01225 477043","steve_debruin@bathnes.gov.uk","www.onewest.co.uk","One West started by integrating services between Bath & North East Somerset Council and North Somerset Council and has used this as a springboard to grow more business. Our growth allowed the creation of two brands; Audit West (focused on audit, risk and governance based services) and iWest (specialising in Information Governance). These are now encompassed under the One West moniker.\n\nFor many years, the One West team have supplier Schools and Academies with assistance in many kinds of Audit work; from light touch financial health checks / Internal Audit (inc. Teachers' Pensions Audits) and Investigations through to recommendation and support when implementing these recommendations.  \n\nOne West currently deliver Audit and Consultancy Services to Bath and North East Somerset Council, North Somerset Council, West of England Combined Authority (WECA), Liberata, Avon Pension Fund and over 80 Academies and Schools. We believe we have the necessary skills, capacity and qualifications to provide an excellent service that can assist schools and academies in identifying their strengths and weaknesses whilst also advising on opportunities to improve financial capability. \n\nOne West provide assistance on financial governance and also work with a large number of Academies and Schools helping them to develop their Business Continuity Plans, Information Governance, Cyber Security and Counter-Fraud activity. We also offer financial assessments and viability checks on suppliers and contractors to ascertain an understanding of their financial stability and how they compare to other suppliers and contractors in the same industry. \n\nOne West operates a performance appraisal systems for all staff which reconises the need for ongoing professional developed; individual needs are identified and appropriate training is provided/courses are attended. The team are encouraged to network with other Local Authorities, Schools and Academies based around the South West of England to ensure all staff continue to progress in their professionalism. \n\nThere are over 20 available staff who are all qualified to a very high level, within our team we are fortunate to have qualified chartered auditors and qualified chartered accountants. ","One West started by integrating services between Bath & North East Somerset Council and North Somerset Council and has used this as a springboard to grow more business. Our growth allowed the creation of two brands; Audit West (focused on audit, risk and governance based services) and iWest (specialising in Information Governance). These are now encompassed under the One West moniker.\n\nOne West can deliver and provide assistance on; Internal Audit, Teachers' Pensions Audits, Business Continuity Plans, Information Governance work, Cyber Security work and Counter-Fraud activity. We work with many Schools and Academies throughout the South West providing a whole range of services, including those mentioned above. \n\nOur work is mainly completed on-site; however, our support, guidance and assistance is not limited to being offered only when on-site. We are contactable at any time and promote client contact to ensure we are fulfilling our client needs and wants. ","No tool","Steve de-Bruin","Head of Business and Client Services","",4,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Outwood Institute of Education (Outwood Grange Academies Trust)","Tenter Balk Lane, Adwick, Doncaster, South Yorkshire DN6 7EQ","01302 720787","oie@outwood.com","www.oie.outwood.com / www.outwood.com","The Outwood Grange Academies Trust (OGAT) was born out of the success of Outwood Grange, a large school of 2,200 students which has achieved record exam results every year for the past 10 years, culminating in 84% including English & Maths. Outwood Grange is an Outstanding school recognised by Ofsted – achieving all Grade 1s – and was one of the first National Leader of Education Support Schools.  We believe we have the capacity and the experience to inspire students and staff and bring about rapid and sustained improvement for the benefit of the Local Authority and community.\nOGAT currently has ten National Leaders of Education: Martyn Oliver, Julie Slater, Lee Wilson, Sir Michael Wilkins, Dr. Phil Smith, Carolyn Blundell, Mark Hassack, Andrew Wappat, Angela Sweeten and Angela Hull who all have extensive experience of working in schools from Special Measures to Outstanding. OGAT is recognised nationally as a high performing chain of schools and is the highest performing Family of Schools in the North of England. \nOGAT is a multi-academy sponsor and the Family of Schools currently comprises of thirty one academies who work together to ensure that all children irrespective of their starting point receive an excellent education. We relish the opportunity to be part of the much needed regeneration of all areas we work in and wish to play a full role in the wider community.\n","Support can be provided in a range of ways, brokered by our Teaching School the Outwood Institute of Education. Examples of support include attendance at our CLFP training days, OGAT access days and SLE support. Please see www.oie.outwood.com for more information.","Online tool available for schools at https://theskillsnetwork.com/curriculum-led-financial-plan. This can be supplemented by a training session with the trust's curriculum team.","Emma Rennison","Director of OIE","",3,"School/trust",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","Yes","No","No","No","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["Parrs Wood High School","Wilmslow Road, East Didsbury, Manchester, M205PG","0161 446 8640","l.staunton@parrswood.manchester.sch.uk","www.gmlt.co.uk","The Greater Manchester Learning Trust finance team are all either part or fully qualified accountant's, with the Finance Director having over 10 years' experience of working in the public sector with schools and academies. Our staff have only worked in the education sector, therefore have and outstanding reputation of having supported other schools and academies and are able to relate to the financial challenges that schools and academies face.  Our staff are experienced in providing consultancy services to schools in order to assess a school's financial position and to suggest improvements and recommendations. Our staff are not only experienced in financial management but have skills in governance and HR to provide a well-rounded service. Our skill set is identifying any strengths or weaknesses with current financial systems and assessing the efficiency and financial viability of curriculum models and opportunities for reducing specific cost pressures. We have worked with a range of schools from those with no significant issues to schools and trusts wanting to review current practice and make significant changes to their operations.  Our team is able to critically review and assess current budget positions and analyse key workforce metrics and provide data regarding current staffing structures, providing management with specific data to enable improvements and efficiency. We are able to review benchmarking data and provide meaningful reports and recommendations as to actions that can improve the financial position, financial health and forecasts.  We have experience of integrated curriculum financial planning that will use key data to identify ways to maximise school resources in the classroom.","We are in a position to deliver all four levels of support detailed advising the establishment of a suitable ICFP tool to use with our input. We are able to provide all levels of support, however will focus on tailoring support to the needs of the school, providing a bespoke solution. We are able to assess the current 3-5-year budget planning and forecasting model and review key workforce metrics and implement improvements. We will also consider future scenarios based on pupil numbers and curriculum structure. We are also well positioned to undertake reviews to ensure there are adequate systems of internal control to ensure compliance with the financial handbook and regulations in place. We also offer a review of financial systems including forecasting and reporting.","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Louise Staunton","Trust Finance Director",null,2,"School/trust",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["PF Consultancy Plus","Union House, 111 New Union Street, Coventry, Warwickshire, CV1 2NT","01530 274718","mike@pfconsultancyplus.co.uk","www.pfconsultancyplus.co.uk","We are currently working with the DfE as a part of the Schools Resource Management Advisor (SRMA) program and have worked with Primary, Secondary, Studio, Special and VI form colleges as well as University Technical Colleges.  So far support has been provided to maintained schools as well as single and multi academy trusts.  We have provided help and support to improve efficiency within the organisations - which includes the effective use of human resources, marketing, business planning, forecasting, procurement and general business support to the education sector.  ICFP support is also available with a full suite of metrics and advice and support available toimplement improvements where appropriate.","The offer is to provide fully financially qualified support - which can be delivered on an ad hoc daily basis or a continuous daily basis over a specified period of time.  Responsible Officer checks can also be undertaken on a rolling termly basis or once a year to suit the client.","I have my own bespoke spreadsheet that I use for all of my SRMA assignments and it is very comprehensive.","Michael Whitehead","Lead Consultant",null,2,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["PJH Management Services Ltd","10 Milestone Way, Willenhall, West Midlands, WV12 5YB","07743 962902","pjhmanagementservices@gmail.com",null,"25+ years experience in school finance and education, DSG changes (school funding reform), SEN(D) funding and supporting schools from SBM level (hands on) to strategic reporting and supporting deficit schools (including recovery plans) and school Governnance (currently 7 schools) both maintained and academies.  Reporting and chairing school meetings including experience of reporting to committees and School Forums.  Governance training - Finance, Chartered Accountant, MBA, BA (Hons) Degree in Business Administration and currently studying PhD.","Health check and auditing, Investigation and interogation including benchmarking and proposals for changes, Implementation of radical proposals to financial modeling and reporting to Governing bodies.  £500 daily cost to schools plus VAT","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Patricia Harvey","Finance Director",null,3,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"All"}]
["PKF Francis Clark","North Quay House, Sutton Harbour, Plymouth, Devon PL4 0RA","01752 301010","katie.skea@pkf-francisclark.co.uk","www.francisclark.co.uk","We are the largest firm of independent Chartered Accountants in the South West region and we are very proud to work with a large number of Academy Trusts in our South-West region.  Besides our core audit and accounting offering, we can offer the full Financial Health Check service and are well placed to provide this as:\n\n- We have experience in working with Trusts to complete Financial Health Checks.  This includes completing returns for grant offers, (e.g. Annex K for MAT Development and Improvement Fund).\n\n- We have worked worked extensively in the education sector since the outset of academisation and our client base includes more than 50 Academy Trusts in the South-West region, (including Multi-Academy Trusts of varying sizes, primary and secondary schools, free  schools, University Technical Colleges, Studio Schools and Alternative Provision Academy Trusts).  We therefore have a good depth and breadth of experience, together with a fresh pair of eyes, that can be brought to bear in analysing a Trust's financial health.\n\n- We invest internally in the education sector and can therefore offer you a dedicated team of Academy experts that are up to date with sector developments and who work collaboratively to share knowledge, ideas and experience.\n\n- Our USP is that we are helpful, friendly and personable.  Our approach in relation to Financial Health Checks is to work with you to analyse data and make observations  that can then be used to develop solutions and make recommendations that are practical, insightful and feasible.  ","Firstly, we offer a free initial meeting to understand your needs and to determine how we can help.  Further, we would agree the scope of our work with you with pre-agreement for fees, time frames, deadlines and the format of our reporting to you.\n\nOur approach is to invest in planning the work to ensure a prepared, organised, focussed and efficient approach that achieves the objectives set by the Trust.\n\nIn terms of our service to you, we are able to broadly deliver the services outlined in each of Checks 1, 2 and 3, (as detailed), but we are equally happy to follow a more bespoke directive focussing on areas selected by the Trust - with our own input and advice.","No tool","Katie Skea","Director","Opt out",5,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["Place Group limited","c/o Rutherford House School, 217 Balham High Road, Balham, London SW17 7BS","0845 548 5677","simon.rule@place-group.com","www.place-group.com","Place Group has provided advice to schools, academies, multi-academy trusts, local authorities and the Department for Education since 2003. As an active consultancy on the DfE's Academies Project Management and Education Services framework for many years, Place has been responsible for managing the establishment of 50 new academies, and has since successfully managed more than 60 free school projects and over 100 academy conversions. Our work covers all aspects of academy and multi-academy programmes, from education and curriculum advice, governance planning and training, staff recruitment, capital and asset management and project management. \nOur work also includes the development of viable and sustainable budgets for new schools and convertors, and the financial reviews of multi-academy trusts in respect to accounts, centralised procurement and purchasing controls and monitoring, and long term financial forecasting and planning. Place established a multi-academy trust in 2012, Bellevue Place Education Trust, which operates seven schools across London and oversees the successful financial management of the academies and the MAT. Place has a team of education finance experts which are deployed to support academies and MATs across the country.","Place Group can provide a full financial review and advisory service, from a financial health check to strategic planning and new system implementation support. This can be at a school / academy level, cluster level or at a multi-academy trust level. Our work tends to consist of three distinct areas; \n1. Developing the budget, systems and financial management for new schools, generally free schools, including the implementation of MIS and Finance systems and protocols\n2. Financial reviews and budgetary planning for convertor academies, including establishment of new financial systems and controls and deficit management\n3. Financial assessment and strategy development for academies and growing multi-academy trusts, including efficiency planning and centralising of financial systems, monitoring, accounts, procurement and spend data management\nThe financial health checks that Place can provide are tailored to suit the circumstances and requirements of the school/academy/MAT. For example, development of a long term financial and efficiency programme to ensure sustainability and maximising funding to teaching and learning, to short term budgeting and compliance assignments to manage deficit issues or helping schools/MATs respond to financial notices to improve.\nPlace provides guidance around financial compliance and governance in respect to the Academies Financial Handbook, so that trusts boards and governing bodies are confident in assessing financial plans and can provide independent challenge ensure robust budgetary management. Place provides practical financial and management support and services to schools, ready for any external audit.","Templated tool developed to capture ICFP planning information and populate plan","Simon Rule","CEO","",15,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"All"}]
["Premier Advisory Group","Beechcroft House, 50 Sedgley Road West, Tipton, West Midlands DY4 8AB","07951 858666","Tom@PremierAdvisory.co.uk","premieradvisory.co.uk","Premier Advisory Group (PAG) has a wide range of experience and expertise in house which makes us very well equipped to delivery financial helath checks in addition to ICFPs. Our team includes professionals who have worked with and/or advised among others schools, academies, free schools, multi-academy trusts, the National College for Teaching and Leadership and the DfE. Our previous roles include School Business Manager, Finance Director, Project Director and School Improvement Advisor. The Directors of the comapny are also trustees and multi-academy trusts and governors of schools within those trusts. Therefore all the memners of our financial health check teams have an excellent knowledge and understanding of the many different school contexts and circumstances. For example, as MAT trustees and advisers to schools, academies and trusts, we have significant experience of undertaking reviews of financial structures and capability and capacity taking account of key issues such as budget management, financial strategy, reporting and governance, capacity building, and curriculum led financial planning.\n\nSome examples of the projects we have undertaken with academies, schools and trusts are:\n• Developed financial strategy across MAT to support sustainability Setting up from scratch a finance system for a growing multi academy trust. \n• Reviewing and implementing workforce efficiencies across a large academy for a developing a multi academy trust \n• Developing joint procurement across multi academy trust and families of schools\n• Supporting a large academy to review curriculum offer to support financial sustainability\n• Realigned financial strategy to support pupil underperformance.\n• Reviewed and improved financial skills of leadership, governors and school staff","In order to provide relevance and flexibility to our clients, we will develop and provide a bespoke offer which will meet the particular needs of each client using the following methodology: Purpose: we will agree with the client the exact purpose of the project against which the progress and overall success of the work will be measured. This will be turned into an initial project document that everyone will be asked to sign off on.\nSupport offered: this will be based on a rigorous analysis of exactly what needs to be done in order to meet each client’s requirements matched with the details provided in the document ‘Schools financial health checks structure’.\nContent: this will consist of a checklist of activities which will outline which finance functions will be reviewed and assessed. From this we will focus on where support and help can be provided paying particular attention to statutory and regulatory responsibilities.\nAudience: we will agree at the outset who the audience of our report will be e.g. senior colleagues such as the governors, trustees, school business managers, financial directors, and headteachers.\nCost/time: our day rates depend on the seniority of the colleagues undertaking the work. Based on this, for each piece of work, we will agree a fixed fee with each client at the outset of the project, based on exact requirements. \nFollow on guidance/help: we will agree with the client at the outset of the project the scope of this. Since August 2018 we have been commissioned by 24 clients to carry out their ICFP. We are carrying out the ICFP in order to help our clients in their plans for development, as part of sponsoring a new school or to release their MDIF grant. We have devised numerous tools and procedures to ensure that the necessary input the client is minimal but collate and analyse their data to provide a meaningful report to help them strategically plan in the years moving forward and to use their resources effectively.","We have developed an ICFP self-evaluation tool, which can be used separately or in conjunction with our independent evaluation services and other ICFP support ","Tom Legge","Managing Director ","",12,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes ","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["Price Bailey LLP","Causeway House, 1 Dane Street, Bishop's Stortford, Essex CM23 3BT","01279 755888","paul.bartlett@pricebailey.co.uk","www.pricebailey.co.uk/","Our education team has significant experience, currently working with over 100 academy and LA schools. Our education management team consists of four partners and six managers most of whom are school governors in their own right.  We have been providing services to education for over 70 years.  \nWe work with schools and their Governors, carrying out audits on public and private funds, and, where no conflict arises, acting as internal auditor.\nWe carry out internal control and system reviews and specialist audits for specific funding projects. We are one of the region’s major providers of compliance services to academies, acting for schools in every county across East Anglia, the eastern home-counties as well as six London boroughs. In addition to providing audit services we have also advised schools on many diverse matters: (1) Accounting software and new charts of accounts. (2) HR support on policies and documentation. (3) Implementation of risk registers. (4) Completion of financial reports and budgeting. (5) Treatment of incoming land and buildings and policy for best practice for splitting funds between restricted, unrestricted, designated and endowment. (6) Working with issues regarding externally owned land. (7) VAT and other tax health-checks and advising upon trading activities and links with pre-existing charities as well as VAT implications upon cash flows. (8) Advising on governance structure for MAT status. (9) Due diligence for sponsor schools. (10) Whistleblowing investigations, and (11) everything else the Business Manager can't think who to else to ask.\n","We offer a comprehensive financial health check service for schools and academies ranging from light touch/short financial health checks to full in depth reviews, which would cover planning, support and more detailed reviews of financial efficiencies and capabilities. Our offering is bespoke to each school, rather than working from a pro-forma schedule of agreed upon procedures, and as a result our approach is flexible to the circumstances and context the school finds itself in. The assignment would be led by a partner and a manager from our education team who would have a briefing meeting with members of staff and governors to agree the scope of our work and to ascertain the most suitable review for the school. Every member of our on-site team will have significant school experience. Regardless of the service offering the outcome of our work will be in the form of a report setting out the scope and outcomes of our work plus recommendations to improve current systems in place. We would usually expect to report our findings to Governors. Because each assignment will be unique we will fully agreed our fixed fees before commencement.  The fee range for the majority of assignments is likely to be between £1,500 and £5,000.","No tool","Paul Bartlett","Director of Education","",20,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Proficio Education","29 Winchester Close, Woolton, Liverpool L25 7YD","07758 466585","contact@proficioeducation.com","www.proficioeducation.com","I have nearly thirty years experience working in schools as a teacher and senior leader. I set up Proficio Education in 2014 as a school advisory service specialising in Curriculum, Data  and Budgetary matters. \nSince 2014 I have advised more than one hundred secondary schools across the North West of England including doing detailed integrated curriculum and financial planning and cost analysis. I also do leadership training courses on ICLP and Timetabling.\nIn 2016 I became an ASCL curriculum and timetable consultant and spoke at ASCL regional conference. In April 2018 I became a DfE accredited Schools Resource Management Advisor and have been deployed in a number of MATs and SATs to advise them on how to improve their financial position.\nI work mostly in the North West of England in in particular in the Greater Merseyside Region, my work is almost exclusively with secondary schools but I have worked with some primaries and special schools.\n","I can provide a comprehensive overview of a schools' budgetary situation and assist with finding opportunities to make economies without affecting the quality of education provided.\nMy specialist area is curriculum and financial planning and so I can offer schools an in depth analysis of their current curriculum and staff deployment and provide the latest tools to help them  maximise their most valuable resource - their staff.\nEvery school deployment is different and I can produce a bespoke package to suit the school and its needs. Here are two examples of some recent school deployments that I have conducted:-\nLeaders at School X were struggling to balance their Â£8.5m budget and became aware that their high teaching staff costs. I was asked to conduct a curriculum cost analysis and the school provided a detailed breakdown of their curriculum, timetable and teaching staff deployment. My report that showed a number of issues and demonstrated how savings of nearly Â£1m could be achieved. This report took a day to complete and cost the school Â£400.\nI then worked an additional two days onsite to support the timetable constructor in putting my suggestions into place and cost an additional Â£800. As a direct result of my work the school saved Â£650k\n\nA SAT had severe finacial issues including a FNTI, I was asked to come into the Trust and look at how a reorganisation of their curriculum and teaching could produce efficiencies. Having spent two days onsite I provided an improved curriculum and timetable model that better matched planned staff deployment with actual staff deployment. As a result three teachers who be due to be recruited were shown to be unnecessary meaning a saving of around Â£150k. I charged the school Â£800.","Tool shows RAG rating for a wide variety of ICFP metrics. It RAG rates for similar schools and then can be used to compare with Best school efficiency","Stuart Hodgkinson","Director","Opt out",1,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"All"}]
["Randall & Payne LLP","Chargrove House, Shurdington Road, Cheltenham, Glos GL514GA","01242 776000","rob.stokes@randall-payne.co.uk","www.randall-payne.co.uk","Academy auditors for 7 years, commercial auditors and accountants/business advisors","Complete accounting, audit and advisory services with a business focus","No tool","Rob Stokes","Partner","",3,"Commercial",null,"No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","Yes","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["Reid Accounting Limited","Apartment 344 Canal Wharf, Waterfront Walk, Birmingham, B1 1SR","07740 068604","adam@reidaccounting.co.uk","www.reidaccounting.co.uk","I'm a Fellow of the Association of Chartered Certified Accountants and have a BSc (Hons) degree in Accounting & Finance.  I have worked in the academies sector for nearly 10 years as a financial consultant and as CFO of a multi academy trust for nearly 5 years. This has given me a wide range of experience and knowledge that gives me the capabilities to cover all the levels of financial support detailed.","Internal Control Audits, CFO/FD support, Financial accounting/reporting, SRMA visits","Whilst we currently don't provide our own tool I can assist you in choosing the appropriate one.","Adam Reid","Director",null,1,"Commercial",null,"No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"Some"}]
["RSM","25 Farringdon Street, London EC4A 4AB","07764 821989","nick.pinson@rsmuk.com","www.rsmuk.com","RSM is the seventh largest provider of business advisory services in the UK. We have 3,500 staff working across a range of disciplines including internal and external audit, tax and consultancy services. We have been providing assurance services to the education, training and skills sector since 1992, including supporting the work of the Education and Skills Funding Agency (‘ESFA’) and their predecessors. \n\nThe not for profit sector (‘NFP’) has been a priority sector for RSM for many years and our NFP clients represent over 15 per cent of our national practice, and one in six audits we undertake. In terms of the academy sector we are a leading provider of external and internal audit services, alongside advisory services, to academies, working with more than 100 academies across the country and over 40 multi academy trusts. \n\nWe operate a national academy sector group comprising of over 80 academy specialists, who have over 15 years’ experience working in the education sector. We have invested considerable resource into developing a bespoke service offering, designed to meet the needs of converting schools and multi academy trusts across the country. The group work together to develop our national strategy and approach to the sector, coordinating a programme of training and sector updates for clients and staff, specialist services and technical responses. This combined knowledge and experience is used to develop and enhance our range of services and to equip our specialist teams across the country with the tools and skills required to deliver a leading service.\n\nRSM have also developed a bespoke work programme based upon ensuring compliance in all material respects with the funding agreement, the Financial Handbook and specific terms and conditions of funding and other framework of authorities. \n","RSM are able to provide the full breadth of health checks required, and to both maintained schools and academy trusts. Our wide ranging experience will provide value across each of the Review, Investigate and Resolve phases. \n\nDuring the Review phase we will deploy our experienced team to complete a high level overview of the finance function including benchmarking the percentage spend on this function compared to total income and to other similar clients. This will include understanding the vision, business context and challenges of the organisation. This first phase will identify strengths, weaknesses and opportunities to improve overall financial capability and sustainability, and identify routes to upskill school staff. During the Investigate phase we will develop a more detailed understanding of the finance function, and other support functions where appropriate. This will be achieved via 1-2-1 meetings and team workshops. The output will be an action plan focused on identifying the most appropriate ways to address specific issues or future budget/financial sustainability pressures, including practical ways to increase efficiency, capability and/or capacity. During the Resolve phase we will continue to work with the finance and other teams in the same way, as the review and investigate phases, but will take a deeper focus on compliance, governance, risk management and assurance frameworks. The output will be action planning and in-depth support for schools/trusts to address issues relating to financial health and efficiency, including identification of specific actions to increase efficiency, financial capability, capacity and to balance budgets. \n","No tool","Nick Pinson","Associate Director","",5,"Commercial",null,"No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["S4S (Services4Schools) Ltd","Midlands Technology Centre, Broadlands, Wolverhampton, West Midlands WV10 6TA","01902 203990","info@services4schools.org.uk","www.services4schools.org.uk","The Services4Schools (S4S) team have over 20 years’ experience in supporting a diverse and complex customer base within maintained schools, academies, MATs and MACs nationally, through the provision of high quality education support services, including HR, Finance, Governance and Data. The company is driven by knowledgeable and experienced staff, passionate about the education sector and supporting the best possible outcomes and opportunities for children and young people. Our track record in building and maintaining excellent relationships with customers is evidenced in the feedback received through our customer relationship management and evidenced in the testimonials published on our website. \nS4S understands the mutual dependencies between all business functions and we have a unique approach to ensuring that for schools, academies and trusts, operational excellence = educational excellence.\nS4S staff have a vast understanding and awareness of issues and constraints surrounding the education sector and the added pressures this puts on schools to deliver better educational outcomes for learners, whilst trying to achieve and maintain financial health and sustainability.\nOur highly experienced finance and procurement team are qualified in CSBM, DSBM, AAT, ACCA, CIMA, CFRA, enabling the best possible proactive support to maximise the effectiveness of all available resources through our effective financial planning & consultancy support, policy review, internal financial controls review, procurement health checks, systems evaluation/implementation, SFVS,  governance competency review & high quality operational and strategic financial training to upskill and empower your staff.\n","We offer 3 levels of service assisting schools and academies to identify where they are on the road to financial health and sustainability. Our support is structured to help you review your current position, identify issues/risks and take appropriate action to eliminate or minimise them.\nUsing our ‘operational excellence = educational excellence’ (tm) strategy, we draw on the expertise of our colleagues in HR, Governance, Pupil Assessment and Attainment Data teams to provide a fully rounded approach to our service and any recommendations, or proposals for implementation. \n1. Initial review will identify strengths and weaknesses through analysis of medium to long-term budget plans, staffing structures, benchmarking, skills audit, procurement health checks etc. \n2. We can then work with your school/academy, to produce actions plans and provide practical guidance and solutions to eliminate or minimise any risks highlighted, for example highlighting areas where efficiencies can be made, or offering suggestions for better workforce planning which may help to reduce staffing costs.\n3. Our highest level of our support focusses on strategic planning and guidance to address deeper, on-going issues. We can support you through implementation of new staffing structures, ensure audit compliance and adherence to Schemes for Financing and the Academies Financial handbook and for establishments with FNtI, provide robust deficit recovery planning to ensure on-going future sustainability based on operational excellence which securely underpins educational excellence and overall school improvement.\n","Our tool is in addition to our existing service offers along with support to ICFP","Deborah Percival",0,"Opt out",14,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["SAAF Education","Unit 12, Churchill Park, Colwick, Nottingham, Nottinghamshire NG4 2HF","01159 752400","e.cripwell@saafeducation.org","www.saafeducation.org","SAAF Education is an independent organisation providing expert financial guidance and support for the education sector.  SAAF directors have developed over 20 years combined experience and have an in-depth knowledge of helping schools and academies thrive under current and future financial pressures. We understand the rapidly-evolving educational environment, the challenges you face and the support you need to overcome them, helping to navigate every aspect of the financial management process by delivering strategic and operational support.\r\n\r\nWe have two levels of finance consultants who could carry out this work: Consultant: They have at least 1-year experience in education finance. AAT qualified to level 4 Diploma or equivalent. \r\nSenior Finance Consultant:  Minimum of AAT qualified and/or working towards CIMA or CCAB. Minimum of 5 yearsâ€™ experience in education finance. \r\n\r\nA good example of our experience in this field is when a large academy contacted us to carry out a financial health check in preparation for their audit.  Following our review, we recommended: A full cleanse and re-coding exercise to ensure all transactions were coded correctly; Regularity checks undertaken on all transactions, focusing attention on expenses, salary payments etc; Monthly payrolls checked against the information from the payroll provider and reconciled to the bank, including all pay-overs to third parties; All grant income reconciled to the remittance advice from EFA, all other income reconciled; VAT on all transactions was checked; All month ends finalised; A full review of capital spend in year; All assets depreciated in-line with the finance policy; All audit disclosures were prepared. \r\n\r\n","Initial financial health checks include a minimum 2-day on-site visit, plus a written report. We will check the following: Financial systems & skills of the staff to identify strengths and weaknesses of processes to advise on efficient procedures and training required. This would include a review of; financial strategy, curriculum, workforce planning & financial systems including forecasting, compliance, reporting and governance; Carry out an assessment of current and 3-5 year budget position and multi-year planning to ensure revenue & capital  funding are utilised correctly; Ensure the leadership team and governing body have an understanding of the budget, funding streams, financial processes & reporting. For MAT's, we can review additional areas e.g. Use of top-slice revenue; Assessment of the efficiency of central office functions & evaluation of any proposed growth trajectory. All reviews & reports can be tailored to a customers' specific needs. Our report based on the initial review will address specific budget pressures and include recommendations to maintain or improve standards. We can provide a further 3-5 days consultancy to carry out action planning sessions to identify appropriate ways to address specific financial budget pressures, highlighted in our report.  This can include but is not limited to; Financial pressures e.g. Deficit, pupil numbers, restructuring; Review of budget management/strategy, reporting & governance; Capacity building, curriculum led financial planning; 3-5 year budget planning, forecasting, staffing structures & workforce efficiencies.\r\nFollowing the strategy & action planning sessions, we can provide in-depth operational support to deliver any changes that have been identified.","Can provide an existing ICFP tool","Emma Cripwell","Operations Manager","Opt out",9,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"All"}]
["Sally Williams-McGlone","154, Church Lane, Bessacarr, Doncaster, South Yorkshire DN4 6RY","07956 319154/01302 539137","sally@swm-academyconsultancy.co.uk","swm-academyconsultancy.co.uk","I am one of the first School Resource Management Advisers designated as part of the pilot in 2018 and am a Fellow of ISBL. I am also a qualified GDPR Practitioner. I have over 18 years' experience in school finance and business leadership. A professional, highly committed and thorough manager who made a significant contribution to the efficient financial, strategic and operational direction of an outstanding secondary school. \nMy main area of expertise is financial management. I successfully managed school budgets for 16 years, developing robust systems and procedures, working strategically to deliver financial efficiencies to enable the building of reserves to self-fund two new teaching blocks. I also led on all aspects of our academy conversion. I have undertaken several feasibility studies for new educational establishments, ensuring the financial projections are accurate and achievable. I regularly deliver training to School Business Leaders on financial accountability. In addition to working with the DfE and new start ups, I also work closely with a LA school improvement service, working 1:1 or groups delivering CPD and bespoke support. I am also on the AFH working group.\nA proven project manager, my skills include: good communicator, ability to build relationships, strategic leader, proven planner, highly organised with determination and positive outlook. I am a committed, resilient individual who is results orientated.","After working in primary and secondary sectors for over 16 years, I am now self-employed, working with individual schools/academies on a consultancy basis. In recent years I have worked in every setting of educational establishment, supporting and advising on every aspect of School Business Leadership. I have undertaken several deployments as a SRMA for the DfE and on every occasion have found significant savings, in part using Integrated Curriculum Financial Planning (ICFP) to look at the most efficient way to deliver the curriculum to best suit the needs of the pupils. \nI use my extensive financial experience to help schools review and improve their financial efficiencies, procedures and monitoring systems. \nI will undertake a comprehensive review of existing practices, procedures, testing them for robustness. I will examine the financial forecasts against actual spending patterns and staffing structures. I will assist schools with benchmarking, ICFP, understanding opportunities to drive efficiencies and if need be recovery plans. I have first-hand experience and knowledge on which I will be able to draw for primary, secondary, maintained, single academy trusts, multi-academy trust.\nI will work with the school to identify key drivers of change, to help the school prioritise and develop an appropriate action plan, working with Directors of Finance, CEO and trustees to achieve appropriate savings.\nFinally, for schools requiring a comprehensive support package I am able to offer a bespoke package designed to address the specific needs of the school.  If required I may also be able to assist with on-going financial support.\nAt all stages I propose meeting with the senior leaders and trustees/governors to feedback my findings and working with them to achieve the desired outcome. \nThe cost will be a daily consultancy rate plus mileage for journeys outside the LA.","I have established my own tool to calculate the metrics which are used as part of ICFP. I am also aware of other tools available and am happy to work with some of these too.","Sally Williams-McGlone","Financial Consultant","",1,"Other","self-employed","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["Sarah Appleby","4, Brooks Row, Leafield, Witney, Oxfordshire, OX29 9QW","07773 979794","sarah.appleby@hotmail.co.uk",null,"I am a Chartered Accountant with extensive experience working at Board/Director level in both public and private sector. I have held the position of Trustee for a Multi Academy Trust for several years and I currently chair the Audit committee of a large Multi Academy Trust. I have worked as a Finance Director/CFO within two Multi Academy Trusts. I am therefore very familiar with ESFA reporting requirements, schools software such as PSF and with areas such as ICFP and benchmarking. I have a lot of experience of working with organisations experiencing rapid growth and in managing the additional risks this brings.  I have a strategic, big picture focus and the ability to challenge constructively at a senior level within an organisation. I am very much a people person and I am good at building relationships and communicating complex information in a way that is easy for users to understand and engage with. I am highly collaborative and very much a team player.  I am familiar with best practice with regard to corporate governance and I am used to operating within highly regulated organisations. I have experience across diverse sectors from manufacturing to banking to public sector.  I have a commercial background. I have significant project and change management experience implementing new software and processes across complex, multi-site organisations. I have experience of overseeing HR, Risk and legal matters as well as operations. I also have significant experience of negotiating contracts and procurement work.  In addition to this, I have experience of applying for and reporting on Grant funding and monitoring that restricted funds and donations are spent in line with requirements.","Consultancy and financial advice for schools in person and remotely (depending on location).  Scope of work to be agreed based on school/MAT needs.","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Sarah Appleby","Accountant",null,1,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["SBL365 Ltd","169 Vale Road, Seaford, East Sussex, BN25 3HH","07731 951196","info@sbl365.co.uk","www.sbl365.co.uk","School Business leadership consultancy. Previous worked as a consultant across a number of schools and academy trusts, and as Director of Finance & Operations at a secondary school in Brighton, and a School Business Manager at a Multi Academy Trust in Essex, working across 4 schools. I have also worked in schools North West and East London I have proven experience in the fields of Educational Leadership, Strategic Financial Management, Estates management, Health & Safety, Catering, Administration and Project Management.  I am also a Specialist Leader in Education.  I am a regular blogger and have been a regular contributor to the TES and many other education publications and websites.  I have proven experience and success in: the implementation and continuous review of finance, data and systems and the production of varied reports, projections and management information for SLT, the Governing Body and the EFA.  The leadership and management of a very large, high performing secondary school with over 2000 students on roll. As part of the Senior Leadership Team, I play an active part in supporting the Headteacher to achieve the educational aims of the school, in all areas of the usual Business Manager role, namely Finance, HR, Administration, Premises, Catering, Health & Safety and ICT.  Previously working across a small MAT of 4 partner schools overseeing all SBM type stuff.  Oversaw the conversion to academy status and the painful hell that went with that.  Now based in a large secondary school, I have a passion and belief in collaboration as the solution to almost every educational problem.","Accuracy and reporting. I regularly submit accurate returns to Governors, the borough and the DfE, ESFA, HMRC and OFSTED and am continuously reviewing internal systems to ensure the most effective and accurate implementation of all systems and procedures throughout the school.  I can provide advice in the following areas: School Leadership, Partnerships & Collaboration, Finance Management, Budgeting, Financial Processes and Administration, Human Resources & CPD, Estates Management, Marketing & Administration, Coaching","No tool","Hilary Goldsmith","School Business Consultant",null,1,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["SBLS","92 Hollywood Lane, Hollywood, Birminhgam, West Midlands, B47 5QJ","07747 774123","lisa.howfield@sbls.co.uk","www.sbls.co.uk","I have worked in school business management for over 15 years as a School Business Manager, Interim CFO, SRMA and Lead SRMA. I am passionate about supporting schools in every aspect of school business and administration. I work with maintained schools, academies, special schools, PRUs, UTCs, primary, secondary, sixth forms and all-through schools.","SBLS provide a range of financial and admin services to all types of schools. Our services include financial health checks, financial due diligence, ICFP, interim CFO, recruitment, GDPR, training, internal scrutiny and MAT growth audits. We are happy to work on-site or remotely. A typical charge would be £600 for an internal audit.","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Lisa Howfield","Consultant",null,2,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"All"}]
["SBM Consultancy Ltd","15 Oak Crescent, Ashby-de-la-Zouch, Leicestershire, LE65 1FX","07876 241625","graemehornsby@me.com","www.sbmconsultancy.co.uk","Service is provided by Graeme Hornsby an experienced school business leader and school resource management adviser.  www.linkedin.com/in/graeme-hornsby-13989423","Full range of financial support within this framework.  Also experienced in conducting internal audit in academy trusts, mentoring and supporting school business management staff and providing support, guidance and training for leaders and governors/trustees.","No tool","Graeme Hornsby","Director",null,1,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"None"}]
["SBM Services (uk) Ltd","12 Park Lane Business Centre, Park Lane, Langham, Colchester, Essex CO4 5WR","01206 671103","info@sbmservices.co.uk","www.sbmservices.co.uk","SBM Services Ltd provides financial management and business consultancy to schools nationally. The team is made up of accountants, school business managers and auditors. The managing director and owner of the company, Justine Berkeley, is highly recognised for her services to the education which has included 2 awards from the Institute of School Business Leaders. ","We can offer the following services;\n-  efficiency reviews\n-  accountancy support\n-  academy conversion\n-  internal auditing\n-  business administration\n-  Data Protection Officer service\n-  Project Manager\n-  Business Manager and Finance Staff absence cover\n-  recruitment support\n-  organisational reviews","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Justine Berkeley","Managing Director","Opt out",12,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"All"}]
["School Business Partner Limited","2 Moorthorpe View, Sheffield S20 6QE","07983 396029","admin@schoolbusinesspartner.co.uk","www.schoolbusinesspartner.co.uk","Operations Manager with over 30 years experience in education, finance, and health care sectors. I have worked in the Further Education and Secondary Education as a Business Manager since 2003. Key skills are Operational Management, Strategic Planning, Financial Management, Human Resources, Marketing & Communication, Health Safety & Risk Management, ICT infrascructure, Facilities Management, Business Continuity & Emergency Planning, Quality Assurance,  Academy Conversion. I am CIPD qualified, hold the Diploma in School Business Management, NEBOSH Level 3 Certificates in Occupational Health & Safety, NEBOSH Certificate in Fire Safety and Risk Management. I also hold certificates in Marketing (CIM). I have advised governing bodies and boards of trustees in LA and Academy Schools (single trust and multi academy) on financial strategy, compliance and efficiency. I have extensive experience of working with schools in financial difficulty, creating deficit recovery plans and working with governors/leadership teams in their implementation. I have worked with schools in developing workforce plans and associated staffing restructures to deliver savings and efficiencies in delivery.  Acredited School Resource Management Advisor.","Financial Health Checks for Schools and Trusts available at either of the three levels outlined by the Education Funding Agency. This will be delivered using a variety of methods including desktop review of key documents, sample testing of key processes, interviews with key personel (senior team, governors, trustees, finance staff), data gathering and benchmarking. A customised plan will be agreed with the school including key deliverables and deadlines plus associated charging structure.","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Andrew H Blench","SBM Consultant","",1,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","Yes","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["School Business Services Ltd","SBS House, Marshes End, Upton Road, Poole, Dorset BH17 7AG","03452 221551","lkelly@schoolbusinessservices.co.uk","www.schoolbusinessservices.co.uk","The Senior members of our team are CIPFA level 7 qualified. All staff that can undertake the review have at least 10 years relevant experience in financial education. Staff have a wide range of experience in supporting financial software sustems including but not limited to, PSF, FMS, RM, Civica, Xero, Sage, SBS Online. Some of the team members have provided independent examinations of schools funds. The team have extensive knowledge of Risk Management and Strategic Financial Planning. Support can be provided for Deficit Recovery Planning. ","We meet with the Headteacher and Chair of Governors to understand the school. We use a standardised template to review the systems, processes and procedures. We then analyse the data and provide the school with a report which documents the findings and makes recommendations for improvement. We work with educational establishments to review their internal controls and measure effectives against compliance. We can also provide them with asset register templates and advice and guide on the recording and control of assets. We can also look at the effective use of systems and the workflow to streamline processes and reduce costs. We would also look at controlling the risk of fraud through measuring compliance with internal and external financial controls.","A tool that provides the ESFA Return required for MDIF Funding.  It will calculate key ratios and metrics based on data input.  Relevant to primary. secondary and all through schools and academies.  Identify staff deployment and use of PPA, management, SEND time, etc and the cost this is has to the school/academy.  A service that will provide you with an independent consultant that works with you to collect and review data and leave you with a report of key findings.","Lisa Kelly","Operations Manager","",14,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","Yes","No","No","No","Yes","Yes","No","No","No","No","No","Yes","Yes","No","No","Yes","No","Yes","No","No","No","Yes","Yes","Yes","No","Yes","No","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","Yes","No","Yes","Yes","Yes","No","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","No","Yes","No","Yes","Yes","Yes","No","No","Yes","Yes","Yes","Yes","No","Yes","No","No","Yes","No","Yes","No","Yes","No","No",{"$f":"IF(AND('2. 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["School Improvement Liverpool Limited","Toxteth Annexe, Aigburth Road, Aigburth, Liverpool, UK, L17 7BN","0151 233 3901","marketing@si.liverpool.gov.uk","www.schoolimprovementliverpool.co.uk","School Improvement Liverpool are experts in education, with a firmly established reputation as a leading service provider in the North West. Working across the phases, we offer outstanding and quality assured support, products and services to schools and settings, enabling them to be the best they can be and ensuring that every child and young person has the opportunity to develop, learn, achieve and excel.  Last year, School Improvement Liverpool worked with over 700 schools, settings and businesses across the region and our staff spend a huge amount of time on-site, working collaboratively and striving towards excellence.  Our Schools Finance team has a wealth of experience and a proven track record of supporting schools, academies, and nurseries in all aspects of their financial activities. The team has a detailed knowledge of school and education funding, financial systems (SIMS) and policies and procedures.  Team members are all qualified accountants (CIPFA, CIMA, ACCA, AAT) with extensive experience of working in education finance. They have a detailed knowledge of school and education funding, financial systems (SIMS) and policies and procedures. They also work closely with colleagues from across School Improvement Liverpool, including HR, Curriculum, Data and Business development.","The team provides a number of services and support to schools, nurseries and academies, covering financial planning, monitoring, customised reporting and onsite support.  We offer a service level agreement, which encompasses the following elements; but may also be purchased individually: - Advice & support on all aspects by dedicated finance officers; - Align financial strategy, curriculum and workforce planning; - Review and evaluate the due diligence assessment; - Detailed business planning/growth; - Efficiency benchmarking; - Review of financial systems; - Assess current and 3-5 year budget position; - Review specific financial issues (e.g: deficit, pupil numbers, procurement, income generation, restructuring); - Cash flow monitoring/forecasting; - Income reconciliation; - Assess revenue and capital funding; - Analysis of staffing budgets; - Help in developing an action plans; - Customised written reports.  These services are further complimented by bespoke support & training including: - Business vision/financial strategy/KPIs; - Review financial structures/capability; - Identify workforce efficiencies/changes to staffing structure; - Assess long term budget impacts & options to address issues; - Review schemes of delegation and systems of internal control; - Review financial governance, including a full skills audit; - Review internal policies to ensure compliance with funding agreements; - Review community provisions; - Development and support for schools and nurseries around 15/30 hour entitlement; - Assess the use of Pupil Premium; - Review processes and procedures in line with Schools Financial Value Standards; - Independent examination of School Fund; and - Independent audit assurance of non-school funds, e.g Teaching Schools.","No tool","Karen Lea","Schools Finance Team Manager",null,3,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","Yes","No","No","No","No","Yes","Yes","No","No","No","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Schools' Choice","Endeavour House, 8 Russell Road, Ipswich, Suffolk, IP1 2BX","0300 1231420","services@schoolschoice.org","www.schoolschoice.org","With the provision of market leading services to more than 500 schools across the UK, our clients benefit from unrivalled levels of knowledge and experience.  Schools' Choice have been through a rigorous accreditation process and are proud to be approved partners of ISBL (Institute of School Business Leadership) and ISO 9001:2015 accredited.  Schools' Choice offers first class professional and innovative business and education services to schools and academies. As an established organisation based in Suffolk we have supported Local Authority maintained schools since the introduction of LMS in 1990. We currently work with academies, colleges, independent schools and free schools across the country.","Our principal services cover the following key areas: HR & Payroll – providing professional Human Resource services including recruitment, staff management, wellbeing and payroll services; Finance and business – delivering financial and business support from day to day financial management and budget preparation to helping to define trust business plans and strategic direction; ICT – responsive and knowledgeable IT support and consultancy; Children's services – psychology and therapy support, supporting participation and quality assurance, to managing behaviour and dealing with appeals; Governor services – supporting school improvement through Governor services.","Whilst we currently don't provide my own tool I can assist you in choosing the appropriate one.","Stephen Shaw","Finance and Business Services Manager",null,6,"Divested from local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Schools Financial Services","The Education People, Room 3.23, County Hall, Maidstone, Kent ME14 1XQ","03000 415415","schoolsfinancialservices@theeducationpeople.org","www.theeducationpeople.org","Schools Financial Services (SFS) are an experienced, established team who have been providing traded services to schools since 1999. There are approximately 600 schools in Kent with 355 maintained by the Local Authority. SFS is made up of 50+ experienced and qualified staff. SFS provide statutory, discretionary and traded services for KCC including 36 full bursarial contracts and 98 returns and monitoring contracts to maintained schools, academies and MATs in Kent and Medway. Our Returns and Compliance team provide a robust compliance programme ensuring schools are financially well managed. SFS has a dedicated Training team providing training to over 2000 invididuals each year in all areas of financial management.","SFS charge between £60 and £80 per hour depending on the level of support provided, plus travel expenses. SFS can carry out many of the checks remotely and via system based processes. SFS will undertake detailed discussions through a variety of channels including conference calls, onsite visits, emails etc. A detailed report with recommendations will be provided for each review. As part of our ongoing service, SFS currently offer support to assist schools and academies to review their core financial management systems and we offer a skills matrix to carry out a SWOT analysis of the finance skills of the leadership team and governing body. This enables schools and academies to identify areas in which to improve their financial capability and implement sustainable plans for the future. SFS provide support to schools in financial difficulty, assisting them with identifying specific issues and pressures and incorporating practical solutions to increase efficiency and growth into future action planning. SFS assist with the implementation of three year budget plans to ensure specific actions are taken to address identified issues and pressures. In detailed discussion with MATs, SFS will review documents and provide a report with recommendations to provide the efficiency benchmarking of use of top-slice revenue; comparison of staffing structures and spending against other schools; review and evaluation of due diligence assessment; assessment of efficiency of central office functions and evaluation of any proposed growth trajectory.","No tool","Suzanne Lowe","Schools Financial Services Manager",null,10,"Other","Company Limited by Guarantee","Yes","Yes","Yes","Yes","Yes","No","Yes","No","Yes","Yes","No","Yes","No","No","No","Yes","Yes","No","Yes","Yes","Yes","No","Yes","Yes","No","Yes","No","No","Yes","No","No","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","Yes","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Shard Business Services","6 Bluebell Avenue, Hambleton, Poulton-Le-Fylde, Lancashire FY6 9FE","07714 651415","sheryl.cardwell@shardbusinessservices.co.uk","www.shardbusinessservices.co.uk","Business and Financial Consultancy.  BA Hons Business Management, Level seven certificate in school financial and operational leadership, Chartered Institute of Personnel and Development Level 5, Governance, Leadership Programme and CIPFA Certificate in Financial Reporting for Academies.  Foundation Degree in Network Engineering and Systems Administration, DSBM and CSBM.  Accredited School Resource Management Advisor, Facilitator in CSBM.  Key Skills: School Resource Management, Strategic Financial Management, Benchmarking and Compliance, Project Management, Leadership and Management, Change Management Techniques, Organisation Development, Insights, Strategy, and Solutions, Service Delivery and Information, Accredited Member of CIPD, Coaching and Mentoring, Human Resources, Strategy and Forward Planning, Skilled Negotiator, Decisive Thinker and Driven to Deliver.","We offer a variety of traded services: Data Protection Officer (DPO), Budget Preparation, Business Management, Internal Scrutiny, Strategic Financial Management, Resource Management, Benchmarking, Governance, Organisational Management, Integrated Curriculum Financial Planning, Compliance Returns, Risk Management and ICFP Training.","We use the ISOT – ISBL School Optimisation Tool.  Also use documents on the gov.uk ICFP website and the curriculum planning tools that were released over the summer by Sam Ellis and Sue Fielding.","Sheryl Cardwell","Business Consultant",null,4,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["SIAS","Shared Internal Audit Service (SIAS), Hertfordshire County Council, SROB105, Robertson house (First Floor), Six Hills Way, Stevenage, Hertfordshire SG1 2FQ","01438 844341","sias@hertfordshire.gov.uk","www.thegrid.org.uk/info/internal_audit/","SIAS is an internal audit partnership comprising of Hertfordshire County Council and seven of Hertfordshire's Districts that was formed in July 2011.  SIAS was external assessed as  generally conforms to the Public Sector Internal Audit Standards in January 2016 (the highest level of compliance) and provides internal audit services to all of Hertfordshire's maintained schools and trades with Hertfordshire Academies and Hertfordshire maintained schools providing health checks, internal audit checks and responsible officer checks on a traded basis.\nSIAS's team of auditors who work in schools have many years of school audit experience and SIAS provided courses and updates for governors and headteachers on the requirements of the school's financial value standard.  The manager and team leader are CIPFA qualified accountants and the team members are mostly internal audit or accountancy qualified. All the staff are passionate about their jobs and want to help the schools that they work with achieve their aims and objectives. Recent feedback has included \"I really enjoyed working with you\" and  \"Excellent service. Choice of dates with plenty of notice provided. Great to be able to provide documentation in advance of audit. Despite having concerns about the auditor trying to find things wrong, this was clearly not the case! Auditor made the audit very easy and was genuinely interested in looking at the positives.\"","We provide internal audit services including financial healthchecks to maintained schools and academies.  In addition, we currently work with academies providing an Internal Audit Service to their audit committees.  We are able to deliver standard packages of services in these areas or alternatively undertake bespoke services tailored to school's needs.  Our engagement with schools can be as little as one day giving advice to a three year contract for an inclusive assurance service.\n\nOur current daily rates start at £350 and increase depending on the skills and experience of the staff required to deliver the service.","No tool","Darren Williams","HCC and Schools Client Audit Manager","",3,"Local authority",null,"Yes","Yes","Yes","Yes","No","No","Yes","No","Yes","Yes","No","Yes","No","No","No","No","No","No","No","Yes","Yes","No","Yes","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. 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["Simply K2 Ltd","22 Rochester Road, Camden Town, London, NW1 9JH","07801 749167","klad@simplyk2.co.uk",null,"I am a CIMA (PQ) finance manager with over 15 years of education and schools finance experience, working as a financial consultant in local authority schools and in single and multiacademy trust academies. I have extensive and current experience of working in local government finance departments so have the full range of expertise and knowledge that uniquely enables me to provide a comprehensive finance service to schools.  My key strengths are to significantly improve financial management and day to day processes in schools to order to drive best practice and value for money. This enables me to deliver long term financial sustainability and if needed, achievable recovery plans for schools in deficit. Detailed key areas of expertise are:- • Finance training for the leadership team. I have provided finance training for governors, board members, headteachers, school business managers and finance staff in schools for all sectors, • School financial procedures and controls health check visit. I have undertaken a full review for schools to ensure that the school has the appropriate procedures and financial controls in place. Worked closely with internal audit teams so fully aware of requirements of audit visits, • Reconciliations. I have expertise/experience in ensuring accounts are all balanced and that entries are complete and accurate. Can look at balance sheets or accounting structures and create solutions to ensure timely reconciliation procedures in schools and academies to support audit requirements and financial control, • Financial sustainability. I have successfully managed a school through a projected deficit position to a sustainable position; developed a deficit recovery plan and a new financial strategy.","For primary schools and academies - The development of multi-year budget plan, support on budget preparation, review of schools budgeting, forecasting and accounting process, advising and supporting on staff restructures and other cost reductions, review of internal policies.  Work delivered through on-site visits and off site to be assessed according to the requirements of the school.  Engage with relevant staff within the school. Agree a price following initial assessment meeting at the school to be based on the estimated time for the task.  An estimated charge would be based on a daily rate of £350-£500 depending on nature of work undertaken.  Generally, one financial adviser would be engaged but some tasks may benefit from additional expertise.  Annual packages are available at an annual fee.","Whilst we use a mix of online financial planning through Access education budgets and spreadsheets for IFCP we can assist you in choosing an appropriate one for your school/organisation which considers the tools and resources that you are already using.","Kashmira Lad","School Finance Consultant",null,3,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["SMARTcurriculum Ltd","62 Wavertree Road, Benfleet, Essex SS7 5AP","02037 012854","sarah.kelly@smartcurriculum.net","https://smartcurriculum.net/contact/","SMART Curriculum Ltd have been providing Integrated Curriculum and Finance Planning to schools at all phases for the past 9 years. We have delivered the programme to over 80 schools and many Multi Academy Trusts. \nAll of our delivery staff have senior leadership experience in schools across the country and have been responsible to maintain curriculum and finance models within the state sector. The SMARTcurriculum Application has been developed as a secure, multi-platform resource that each and every school can use to analyse and monitor their curriculum delivery against financial budget structures. \nThe SMARTcurriculum method has been used in over 80 schools and many Multi-Academy Trusts delivering budget savings in every case by analysis of the curriculum size against pupil numbers and staffing profile against available secured budget. Our method has identified significant in-year budget savings although the securing of saving is in the hands of the senior team within each school organisation. \nThe method is used at Board and Governing board level to monitor and maintain practice as well as allowing governing bodies a real-time view of the workings of the school. The application has allowed strategic bodies access to information that enables accountability without crossing the professional line to where the teaching profession delivers the curriculum content. Many users have found this aspect of the application a refreshing and powerful aspect of its function and has opened high level conversations about the nature and values of curriculum rather than the granular elements of curriculum resourcing.","The SMARTcurriculum Application is purchased as an annual licence providing either a ‘snapshot’ dataset or ‘snapshot’ and ‘modelling’ phases. Prices are set to reflect the size of the institution and complexity of the organisation. Where schools buy a three-year license The capacity to embedded efficiencies over time is enabled. Multi Academy Trusts and other Umbrella organisations with more than 12 schools are advised to contact for pricing. \nThe SMARTcurriculum Application has been can be used for 'Due Diligence' processes for where the processes of  brokering schools into a Trust are underway. Also for design of new schools and academies, planned restructuring of schools in challenging circumstances and stable school future planning. \nThe annual license provides: \n(a) Full application functionality with full write, secured write and read only access to enable different staff access to specific areas. \n(b) One Snapshot Analysis and a report highlighting potential savings. Lock-down function enables a fixed point in time view and copy forward to modelling dataset. \n(c) One Modelling Analysis (What If) to enable a school to remodel curriculum and staffing structures. \n(d) Consultancycan be used to support the process of change. Additional consultancy time charge separately. \nThe three stage process includes: \n(1) Data capture and online analysis. Board level review and comparison across trust schools managed through secure login. \n(2) Report identifying potential savings and benchmarking key features. \n(3) Re-modelling within second dataset. \nFor those who purchase the three year licences this will embed planning and staffing practice over time.\nPlease select the category of school that you are able to provide Financial Health Checks to maintained schools, single academy trusts, multi-academy trusts and other umbrella organisations.","SMARTcurriculum Method is a process of curriculum review, analysis and development designed and delivered by CJ Learning Ltd. The SMARTcurriculum Application offers an online tool to analyse, review and model curriculum and staffing structures. It will demonstrate a school's capacity to deliver affordable curriculum by using the principles of ICFP and curriculum develpment related to any school situation. Staffing, finance and curriculum data is entered into a Data Entry Hub, a series of online dashboards and chart/tables report the key metrics related to curriculum and staffing structures.  A Snapshot view is the start point capturing the current practice. A subsequent Modelling dataset allows a school to model future in-year/next year actions and changes and their impacts on the key metrics. Analyses can be compared to show improvements. The facility to operate across a trust of schools is enabled with key comparisons and measures shown across group/trust schools.","Mrs Nicky McGregor","Executive Assistant","",4,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"All"}]
["Solihull MBC Schools Finance Service","Council House, Solihull, West Midlands B91 3QB","01217 048245 or 6617","lsheridan@solihull.gov.uk","www.solihull.gov.uk/   Please note that if successful, we will develop  a dedicated area of the website for 'financial health checks for schools'.","Our Schools Finance service comprises a team of highly skilled  finance professionals who have been providing financial  support to  schools for over 20 years. The team includes a mix of qualified and part qualified  accountants (ICAEW,CIMA,CIPFA), together with other finance professionals,  former School bursars,   and  a qualified executive leadership coach. The team also includes school governors, which helps us to maintain a uniquely schools oriented perspective which enhances our professional  skills. We have extensive experience in  school financial management , and  currently  provide support  for both maintained and academy schools,  in matters such as  financial compliance,  financial policies and  procedures, and financial management. Our support  includes preventative work,  such as long term (3-5 year) strategic financial and school development  planning, together with in-depth  intensive  support for schools facing  financial difficulties, where we provide a thorough evaluation together with options for bespoke solutions. Pupils  are at the heart of our service, which is intended to help schools achieve optimum resource efficiency (including staffing) while  also maintaining or raising standards i.e 'more for less' ( although this  may sound  counter intuitive we have experience which demonstrates this can be readily  achievable with strong financial management). In delivering financial support to schools we have developed considerable experience in communicating in a way which school leadership can relate to, together with  a range of  strategies for influencing successful outcomes.","We can offer  all  three Health Checks . Most of the elements relate to the type of activity which we regularly undertake in our  strategic financial support for local schools, which underpins delivery of the school development plan through strong financial management.  Once commissioned  , we would first establish the objectives and desired outcomes to be achieved by the Health Check, and who we would be reporting to e.g Head teacher/Chair of Governors /Finance Committee.  Once that has been established, then depending on the scope of the review, we would ascertain whether any data could be made available to us prior to our  visit, and would analyse that off site if appropriate. However, we would  envisage most of the service   would  be delivered  through on-site visits by a small team of  no more than 2/3 people, depending on the scope of the Health Check required .We would  meet with all relevant  personnel , likely to be a minimum of the school Business Manager / Bursar, Head teacher and Chair of Finance, but may also include  other  finance staff/senior leadership team. We  would require  access to all relevant financial information and systems.We would discuss our findings and recommendations with the  nominated representative  as we go along, and would develop a plan with the school that would work for them. We would  present  our Final report incorporating key recommendations in person  to the  nominated party. As this is a bespoke service, the cost would be individually negotiated based on the client's needs.","No tool","Samantha Gilbert","Assistant Director of Finance and Property Services","",3,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","No","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["South Gloucestershire Council Internal Audit Services","Internal Audit Services, CE&CR, South Gloucestershire Council, PO Box 300, Civic Centre, High Street, Kingswood, Bristol BS15 0DS","01454 865443","Internalauditmail@southglos.gov.uk","www.southglos.gov.uk","We are the Internal Audit Service for South Gloucestershire Council. We audit and provide advice to all of the maintained schools in the South Gloucestershire area as well as providing training on governance and internal controls.  Since 2011, we  provide internal audit services to the majority of Academy Trust Schools in the South Gloucestershire area as well as to some Schools beyond our borders on a commercial basis. We have a blend of Qualified Accountants and Qualified Internal Auditors who have significant experience of working with both Academy Trusts and Maintained Schools. We undertake strategic audits and have experience of reviewing financial sustainability and financial planning at  maintained schools and Academy Trusts. We attend Audit Committees of Academy Trusts annually to provide assurance on all risks and financial controls. we have a particular focus on ensuring efficiency of provision and will also make value for money recommendations where economies of scale can be achieved. ","South Gloucestershire Council Internal Audit Serviceswould build on our current programme of internal audit provision which looks at core control systems such as Purchasing, income, Payroll, Strategic planning and governance and additionally any other risks identified in the Trust risk register, for example: Risk management, work force planning, asset management, compliance with safeguarding policies and information security, data protection and freedom of information, to deliver the check 1 and check 2 elements of this financial health check offer.  Check 1 would encompass a short financial health check of schools/trusts current position to test if system, skills and procedures could be improved to aid longer term capacity development. Check 2 addresses specific issues or future budget pressures, identified by schools/trust whilst maintaining/improving educational standards. The number of days per review will be dependent on the scope of the work and size of the Academy Trust (how many visits to different sites needed). ","No tool","Justine Poulton","Audit Manager","",2,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","Yes","No","No","No","Yes","No","Yes","No","Yes","Yes","No","No","Yes",{"$f":"IF(AND('2. 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["St Helens Council","Town Hall, Victoria Square, St Helens, Merseyside WA10 1HP","01744 676141","carolmcdonnell@sthelens.gov.uk","www.sthelens.gov.uk","Our team has extensive experience working with all types of schools, including academies, and are either CCAB qualified, or working towards this. Through the work undertaken with schools and other public sector services, we have continuously expanded our skills and developed a thorough and in depth knowledge and understanding which enables us to provide services including financial management, budgeting, governance, procurement, contracting, asset management, health and safety, fraud, etc.  We seek to tailor our work to the needs of the school, with clear goals and targets to ensure that the school can work to what it hopes to achieve. We have a comprehensive understanding of schools and the changing landscape of education and the pressures faced. We realise that the aims and objectives of a school is the education of the children and seek to enhance the schoolâ€™s capabilities to meet those in the best way for them.","Financial Health Checks are available at any of the three levels of checks as detailed in the guidance provided by the Department for Education. Our officers are able to provide an extensive range of services to all types of schools, including academies. Reviews will be carried out on site, using a variety of skills and techniques which have been developed over years of experience working with schools to improve their financial control environment. Schools will be provided with a comprehensive action plan which will address all issues identified as part of the checks undertaken, and will be able to provide advice on how these can be implemented by the Senior Leadership Team. Checks can be adapted to the needs of the school and can be focussed on specific areas of concern.","No tool"," Carol McDonnell","Audit Manager","Opt out",2,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Strictly Education 4S","No 1 Pixham End, Dorking, Surrey RH4 1QA","0800 073 4444 Option 5","schoolsfinance@strictlyeducation4S.co.uk","https://www.strictlyeducation4s.co.uk","Babcock Education offers a comprehensive service of Financial Health Checks including ICFP in most areas of the South East. All our staff have experience of working within a school or academy and are specialists in different aspects of education financial management such as 16-18 provision, children's centres, split site schools, nurseries and childcare provision, PRUs and special educational needs funding.  \n\nOur fully integrated service offers specialist support in these areas:\nFinance - a team of specialists in school financial management, planning, internal controls and compliance. We have experience of FMS, PSF, Sage and other online payments systems. We work with maintained schools, academies, multi academy trusts, PRUs and special schools.\n\nOur fully trained staff have experience of conducting reviews of internal controls, reconciliation of accounts to management reports and financial year end statements. We have worked with many schools and academies in financial difficulties to identify cost savings and implement sustainable 3-5 year recovery plans.\n\nWe know the importance of due diligence and pre-conversion planning, providing academy budgets and setting up new chart of accounts.\nHR - a team of experienced eduational HR advisors offer support for managing changes to staffing structures, staff development & performance issues and guide you through the requirements of TUPE.\n\nOur Governance consultancy team is headed by an NGL who is an experienced chair of two schools, one a large secondary academy. They provide advice, guidance and support, training and development and reviews of financial aspects of governance.\n","We work with you to maximise effectiveness of financial systems, identify cost savings and improve financial planning and management control. We offer specialist support to leadership teams making significant changes to staffing or governance structures or those working with a Notice of Concern or deficit forecast.\n\nReview & Develop Capability\nA review of current financial systems, forecasting and planning. We recommend improvements to management reports, analysis of costs to outcomes and benchmarking.\nSupport for conversion or pre-opening including support to set up financial structures and management reports. \n\nFinancial Recovery & Action Planning\nIn-depth analysis of costs and outcomes to improve financial planning, reporting and communications. Support to avoid a deficit and produce a sustainable budget.\nSupport for conversion or pre-opening including support to set up financial structures and management reports. Additional support and training is offered to improve financial strategic planning, compliance and financial management skills.\n\nReview, Support & Implement Solutions\nIn-depth review of cost structures using benchmarking analysis to outcomes and pupil needs. Support tailored to the specific needs of the school to improve financial planning, reporting and communications. Support to produce a sustainable budget and raise understanding of financial management & controls. Review of financial policies and compliance to the Academy Handbook and Funding Agreement or LA requirements.\n\nAdditional budget and electronic tools are available and support to recruit and train finance staff.\nCost of support is based on our standard daily rate of £95 per hour subject to travel distance. Discounts available.\n","No tool","Jackie Redknap","Head of Education Finance Consultancy","",8,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","No","No","No","No","Yes","Yes","Yes","No","Yes","Yes","No","Yes","Yes","No","Yes","Yes","No","Yes","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Support Services for Education","B2 South, County Hall, Taunton, Somerset TA1 4DY","01823 348266","SSE@somerset.gov.uk","www.supportservicesforeducation.co.uk","We offer over 20 different services to schools, academies, MATs, CLPs, Teaching Schools, FE Colleges and early year’s providers. We work with every school and academy in Somerset and many others across the country.  Our services include: Education Finance - This service is well established and has been working with schools for more than 20 years. The qualifications amongst the team includes ICAEW, CIMA, CIPFA Certificate in Financial Reporting for Academies, AAT and book keeping.  Human Resources - Our HR Advisors specialise in education HR, are fully CIPD qualified and the service has been supporting schools for more than 20 years. Continual Professional Development is important to the team and they remain up to date by attending national, regional and local seminars and conferences.  Governance Services - Our team provides comprehensive support to more than 300 governing boards and trustees. They are experts in their field with more than 10 years’ experience; they regularly contribute to the South West Governors Network and the National Governors Association and they are also active governors themselves.  SCIL (Training) – Rated as ‘Outstanding’ by Ofsted in 2017 for Primary Teacher Training Programmes and awarded Gold Status from Investors in People in 2018, the team at SCIL offer a high quality service for all your training needs.  Our staff include qualified teachers, assessors, moderators, mentors and coaches who continually keep their knowledge up to date.  We offer CPD courses such as Safer Recruitment, Paediatric First Aid and Child Protection.  SCIL is an accredited study centre for ILM, CACHE and OCN.  SCIL is also on the Register of Apprenticeship Training Providers and offers a range of apprenticeships.  Working in partnership with the University of Worcester, SCIL offers Foundation Degrees in Teaching and Learning and Early Years to Adolescence (0-19) and BA Professional Practice.","SSE operates a not for profit business model so, although we would need to discuss your individual specifications before offering a quote, we are confident you will find our pricing incredibly competitive.\nWe offer an independent assessment which can be targeted to a particular area or cover every aspect of your finances. \nReview:\nIn order to reduce the cost to you, we will request the majority of the information we need to be sent to us electronically. This includes financial forecasting and reports, information on your financial governance processes, staff structures and an overview of your central functions. The review process may also include interviews with finance staff, senior leaders and the chair of governors.\nInvestigate:\nOur team which includes, HR advisors, Finance Offers, Governance Advisors, Training Assessors, School Improvement Advisors and Commercial Development Managers, will work together to compose a detailed analysis of your financial position. This will be delivered to you in a report and a follow up meeting. This will offer a RAG rating for key elements of your finances.\nResolve:\nAs part of the report and following a discussion with senior leaders in your school, an action plan will be produced. This will include a detailed breakdown of what needs to be done, how it will be done, who it will be done by, when it will be done and how improvement can be measured.\nThe above is only a guide and we are happy to work flexibly with you to achieve your specific goals.\n\n\n\n","No tool","Emma Ricketts","Service Manager - Commercial Development Team","",8,"Local authority",null,"No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["The Headteacher's Report ","3000 Aviator Way, Manchester Business Park , Manchester M22 5TG","01612 661028","hello@theheadteachersreport.com","www.theheadteachersreport.com","Experts in delivering practical financial management solutions to schools across the sector.  \r\n\r\nOur consultants understand that each school is unique and our approach reflects this when reviewing financial management practices in place.\r\n\r\nRelevant experience includes; \r\n\r\nConducted the Responsible Officer / Internal Auditor Role\r\nProviding strategic planning support services to schools\r\nProducing deficit recovery plans for schools\r\nProduced staffing structure reviews \r\nDelivered SFVS training to schools leaders \r\nProducing financial management information to schools leaders / governors \r\nAdvising on effective financial management best practice\r\n\r\n\r\nExperienced in working across all schools types (primary, secondary and special) in both the academy and maintained sector.  \r\n\r\n","Free telephone consultation to understand the background of your schools and the scope of the project will be.\r\n\r\nBased on the initial conversation we will produce a tailored service to best meet your requirements, examples of what that might include are below \r\n\r\nProduction of a full 5 year strategic plan \r\nReview of all financial procedures / policies \r\nProduction of a comprehensive financial procedure manual \r\nBudget monitoring, forecasting and review\r\nDeficit recovery planning \r\nFinance training to school staff and/or governors \r\nInternal Audit review \r\nBenchmarking review \r\nStaffing structure review  \r\nProduction of a governor financial reporting pack\r\n\r\nFees:  Â£450 per day \r\nA total for the delivery of the entire project will be agreed beforehand","A comprehensive ICFP planning tool to provide schools with an easy to digest reporting dashboard that includes a number of key performance and financial indicators to identify whether the desired curriculum is affordable over a five year period.  The ICFP reporting tool can also be used to produce a number of 'what-if' scenario's based on changes to the underlying assumptions e.g. staffing structures, pupil numbers, teaching periods, inflation etc. The report can be used by standalone schools and academies or data can be amalgamated to produce trust level results.  The ICFP reporting tool is available online and links to a schools MIS to synchronise pupil details automatically.  All other data is quickly and easily added to the online portal for use in all future reports.","Neil  Charlton-Jones","Director","Opt out",2,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Thorne Widgery Accountancy Limited","Wyevale Business Park, Kings Acre, Hereford HR4 7BS","01432 276393","lisa.weaver@thornewidgery.co.uk","thornewidgery.co.uk ","We have over 25 years experience in the charities and education sector and currently act as financial advisors for 16 academies, including primaries, secondaries, federations and MATs.  We also act for 2 local authority schools, 2 independent schools and a sixth form college.  We have a team of more than 15 accountants involved in this sector and offer a wide range of services.  We attend regular training and update courses, including those run by the EFA.  We aim to help and support our clients in achieving the best results for their business. We do this through regular dialogue, attendance at appropriate finance committee and board meetings where we can assist the governors in understanding their role and the finances.  Please see below for the type of work we have been involved with.","The type of work we get involved in is as follows: Assistance with the conversion process, statutory audit, regularity assurance, annual accounts return preparation/review, teachers' pensions audit, march accounts return preparation/review, budgeting and forecasting preparation and implementation/follow up,  budget forecast return preparation/review, payroll bureau, accounting software installation and training/support, statutory accounts preparation/guidance, review of governance procedures and policies, internal audit work, training for school business managers/governors, advice on VAT, local government pension scheme discussions.  As well as this we give general business advice as academies have to learn to manage their money as a business and we work with local education law firm specialists regarding HR and other legal issues.","No tool","Lisa Weaver","Head of Audit and Assurance","",6,"Commercial",null,"No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","No","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","Yes","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Tracy Darby","6 Fordham Place, Ixworth, Bury St Edmunds, Suffolk IP31 2GJ","07905 935258","tracyjdarby@btinternet.com",null,"Educated to degree level I have the CSBM, and the DChA (diploma in charity accounting from ICAEW) together with 18 years in schools and latterly academy finance and business management. I am a member of DFE Working Group 1 working with ESFA and a group of peers reviewing and advising on the development of the Academies Finance Handbook. I am now a self employed SRMA and School Business Consultant working in the Eastern region.","SRMA style support, review, advice and guidance; Mentoring/coaching finance staff; Pragmatic advice on management accounts and content, budgeting and medium term planning; Policy writing and assessment of schemes of delegation and staffing structures; Support with premises projects and a multitude of areas including due diligence with regard to MAT development; I have worked in Primary, Middle, Secondary and in SEN schools/academies so I feel I have a wide range of experience to offer.","ASCL model and DFE ICFP Toolkit","Tracy Darby","School Business Consultant",null,1,"Commercial","Sole Trader","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","Yes","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"All"}]
["TSO Education Ltd","32 Church Street, Harwich, Essex CO12 3EA","07962 114939","office@tsoeducation.com","www.tsoeducation.com","TSO Education Ltd provides financial management and business consultancy to schools nationally. The team is made up of Chief Finance Officers; School business managers and Headteachers. The director and owner of the company, Jacqueline Tomkins, is highly recognised for her services to the education finance, is an SRMA and an Institute of School Business Leaders fellow.","We can offer the following services: Efficiency reviews including ICFP, Accountancy support, Academy conversion/Joining a MAT, Internal auditing, Business administration, Data Protection Officer service, Project Manager by PRINCE2 qualified staff, Business Manager and Finance Staff absence cover, Recruitment support, Organisational reviews including MAT centralisation.","Detailed ICFP guidance notes; Bespoke suggested approaches for implementation in your school setting; An ICFP Excel workbook for your setting (academies and/or LA maintained).","Jacqueline Tomkins","Director",null,3,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"All"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"All"}]
["UHY Hacker Young","Quadrant House, 4 Thomas More Square, London E1W 1YW","0207 216 4600","enquiries@uhy-uk.com","www.uhy-uk.com","Nationally, we are one of the leading advisers to schools and are currently working with more than 350 academies across the UK. In order to provide the best service to our academy and free school clients we have developed a full suite of sector specific services and have an active national academy and free schools working group. The group comprises our education specialists from across our UK offices who meet regularly to discuss changes in the financial and regulatory areas affecting the sector, ensuring that these changes are communicated to our clients. All of our academy specialists receive regular in-house training, ensuring they are up-to-date with the latest and forthcoming changes. \n\nWe are able to assist academy school clients with all aspects of your financial management, from reviewing your current financial position, systems and procedures in order to identify helpful improvements, through to planning and supporting you with the implementation of any solutions identified. In addition, we also provide the usual accountancy services including external and internal audit, taxation and VAT advice and accounts preparation, as well as sector specific services such as governor training, fundraising advice, Techers’ Pension EYOC audit and more.\n\nWe produce regular free newsletters and briefings on topical issues and forthcoming deadlines, including a regular Academy Schools Update and a weekly blog. We also produce an annual national benchmarking report, looking at patterns and trends within academies’ finances and accounts, allowing you to benchmark your own school accordingly.\n","Good financial health and maximising the efficient use of funding is essential to delivering educational excellence.  We can assist you with the burden of staying on top of your finances and ensuring you are financially efficient and in a good financial position.  We can review your financial systems and procedures assessing their efficiency and effectiveness, identifying where potential improvements can be made to support your future development.  If your school is part of a multi-academy trust (MAT), we can review the integration of your school’s systems with the systems of the other schools within the MAT, in relation to both your individual school’s efficiency as well as that of the overall MAT.\n\nWhere issues are identified, we can then support you and your financial team in determining the best solutions to make improvements, providing advice based on our extensive knowledge and experience of working within the academy school sector as well as our understanding of your school and its future objectives.  We are more than happy to attend Board meetings to present our findings and recommendations, to ensure your school’s Governors fully understand the situation and to provide reassurance for any concerns raised.\n  \nOnce the opportunities for improvements are established, we can investigate the specific issues of concern and work in partnership with you to create an action-plan that will deliver the change you require to develop and reach your future financial management goals.   It will outline how and when changes will be implemented, ensuring the actions and timeframe are realistic and achievable. \n\n\n\n","No tool","Ellie Pickering","National marketing & BD senior executive","","50+","Commercial",null,"No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","No","No","No","No","No","No","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","No","Yes","Yes","Yes","Yes","No","Yes","No","No","No","Yes","No","Yes","No","No","Yes","No","No","No",{"$f":"IF(AND('2. 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["Unity Schools Services","9 Newlands Road, Bournemouth, Dorset, BH7 6NX","07810 683445","hello@unityschoolservices.co.uk","https://unityschoolservices.co.uk","Unity School Services was set up by experienced school business leaders with a genuine understanding of the multiple challenges of providing effective school governance and business management. We have over 30 years of combined experience in the education sector, and a thorough knowledge of what is required.  With a wealth of experience in school business management, we know what is needed to run school business efficiently. We offer a number of business management services that can help with your day to day operations and assist with the long term strategic vision of your school.","Unity School Services are proud to offer a wide range of services for nursery schools, schools and multi academy trusts.  We encourage you to contact us to see how we can help your organisation. Our exclusive services include: School governance software, School business management support, Finance consultancy, Social media management, Project management, Grant & bid writing, Mentoring new School Business Managers and Multi Academy Trust conversion advice.","Whilst we currently don't provide our own tool we can assist you in choosing an appropriate tool.","Steven Fontaine","Director",null,2,"Commercial",null,"Yes","Yes","Yes","Yes","No","Yes","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","No","Yes","No","Yes","Yes","Yes","Yes","Yes","No","No","No","No","Yes","No","Yes","No","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","No","Yes","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","Yes","No","Yes","No","No","Yes","Yes","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. Supplier list'!$C$9=\"\",'2. Supplier list'!$C$11=\"\"),2,IF(AND('2. Supplier list'!$C$9=\"\",Database[[#This Row],[LA]]=1),2,IF(AND('2. Supplier list'!$C$11=\"\",Database[[#This Row],[Type of school]]=1),2,Database[[#This Row],[Type of school]]+Database[[#This Row],[LA]])))","v":2},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$D$9&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IFERROR(IF(INDIRECT(\"Database\"&\"[@[\"&'2. Supplier list'!$C$11&\"]]\")=\"Yes\",1,0),0)","v":0},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"Yes\")=12,\"All\",IF(COUNTIF(Database[[#This Row],[Assess current and 3-5 year budget position]:[Assess efficiency of central office functions (MAT-specific)]],\"No\")=12,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Assess specific financial issues (e.g. deficit, pupil numbers, procurement, income generation,  restructuring) and develop options to address these]:[Help to develop an action plan for schools/ trusts to address issues identified]],\"No\")=8,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"Yes\")=11,\"All\",IF(COUNTIF(Database[[#This Row],[3-5 year budget planning and forecasting (incl. use of workforce metrics) and implementation support]:[Effective action-planning for trustees to develop skills and tools to agree and implement an action plan]],\"No\")=11,\"None\",\"Some\"))","v":"Some"},{"$f":"IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"Yes\")=8,\"All\",IF(COUNTIF(Database[[#This Row],[Review current curriculum provision and identify opportunities for developing longer-term, affordable models]:[Model future scenarios for your trust as a whole (MAT-specific)]],\"No\")=8,\"None\",\"Some\"))","v":"Some"}]
["Wakefield Metropolitan District Council - Accountancy Services","Burton Street, Wakefield, West Yorkshire WF1 2EB","01924 306131","ccarter@wakefield.gov.uk","www.wakefield.gov.uk","Within Accountancy Services, there is an experienced team which is dedicated to providing financial advice, guidance and support to schools within the Wakefield district. This team already supports the vast majority of maintained schools within Wakefield from budget setting, montitoring & review to providing support with benchmarking, identifying areas of risk/efficiencies and completion of the SFVS. Further to this, the team already offers a financial health check to schools prior to completion of the SFVS. The team has significant experience in assisting schools in reviewing their financial position over the medium term and work with schools to ensure 3 year budgets are set, thereby incorporating proposals such as restructuring, changing pupil numbers & income generating proposals. As such, the team has significant experience in this field and the majority of the team are either part/fully-qualified CCAB Accountants.  ","Wakefield MDC already have in place a detailed financial health check for schools that encompasses 12 different areas including; financial planning & budgetary control, payroll & purchasing arrangements, review of income procedures, governance and information governance & data security. At present, this service is offered as part of a wider Service Level Agreement, however, schools can choose to purchase this separately if required. The health check (level 1) would be delivered by a member of the Accountancy Team spending 1 to 1.5 days on school site, working with the Business Manager/Headteacher. The Level 2 offer would include the financial health check outlined in level 1 along with a benchmarking review and a day allocated to set a 3-5 year budget. An additional half-day would then be available for the development of an action plan to address the issues of the particular school. The charging structure will be; Level 1 - £750 and Level 2 - £1,500.","No tool","Caroline Carter","Group Finance Manager - Children & Young People","",3,"Local authority",null,"Yes","No","No","Yes","No","Yes","Yes","No","Yes","No","Yes","Yes","No","No","No","Yes","No","No","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Warrington Borough Council","Council Offices, 1 Time Square, Warrington, WA1 2NT","01925 442976","GBradbury@warrington.gov.uk","https://www.nyeducationservices.co.uk/services/financial-management-services","The Finance Advisory service is designed to advise and support head teachers and governors on the preparation, amendment and monitoring of school budgets, enabling them to focus more effectively on the smooth running of the school and the education of its pupils. We provide support and assistance to the school senior management team and governors by providing financial reports, and assisting in the planning and preparation for inspection visits and the implementation of the Schools Financial Value Standard (for maintained schools). Our advisory expertise and financial training will facilitate the school's compliance with all relevant financial reporting and audit standards. The service will operate on a named adviser basis, ensuring continuity of service. We recognise that every school is individual, and pride ourselves on taking the time to get to know what makes your school unique so that we can deliver the financial support that is right for you. Our team of trained professionals helps to manage budgets from £564K to £3m across 60 schools (2019/20 figures).  We have a long and well established reputation with schools.  Trusted advice and support provided by qualified and experienced accounting practitioners.  A tailored service that meets the needs of your schools will be provided through a nominated contact.  Support is readily available, by telephone and email, along with site visits from the Finance Advisory Team.  The services we provide are flexible, so will complement and support the financial functions held within the school.","Finance Advisers are office-based during normal working hours (8.30am-5pm), but are available to visit you in school after 8am, and staying up until 7pm. All officers are contactable by email at any time.  The SILVER Advisory Service offers the following: Three monitoring visits to Headteacher and Senior Leadership team by a named officer to the school, to follow agreed terms of reference and topic coverage.  Schools with new Headteachers are offered courtesy financial training.  Preparing and amending school budgets, using all delegated funding streams, including analysis of financial alternatives.  Budget planning, compliance with statutory regulations and returns, support for medium and long term planning, and financial modelling, forecasting and sensitivity analysis based on changes in funding, anticipated establishment changes, implications of pupil number movements, and priorities identified by school improvement plan etc.  Preparation of budget monitoring reports, identification of coding errors, and variance analysis.  Provision of ad hoc financial information for head teachers and governors, including costings and option evaluations.  Provision of local benchmarking information, and assistance with evaluation and analysis.  Assisting in the completion of required monitoring of Pupil Premium and PE & Sport funding usage (as required by OFSTED). AND  In addition to the services in our Silver package our premium GOLD package provides: Three additional visits (any combination of monitoring visits with Headteacher and Senior Leadership Team, reporting visits to Governor committees or provision of reports for committee meetings).  Reports to Governors include: full budget monitoring, and an independent.","No tool","Garry Bradbury","Senior Accountant",null,4,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","Yes","No","Yes","No","No","No","No","No","Yes","Yes","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Warwickshire Education Services (WES), Warwickshire County Council","Shire Hall, Warwick, Warwickshire CV34 4RA","01926 418 144","alistairbaker@warwickshire.gov.uk","apps.warwickshire.gov.uk/Wes/","Warwickshire Education Services (WES) are part of Warwickshire County Council and for over 20 years have been providing a wide range of specialist support to schools and academies, including financial management support. \nWES’ overarching aim is, \n“To support schools and academies achieve their objectives and maximise the value they deliver to pupils, parents and the community.”\n\nThe pressures on schools to deliver positive learner outcomes are unabating. Set within the context of rising pupil numbers, increased employer pension and National Insurance contributions, and the potential upward pressure on wages from the National Living Wage, impressive progress at a local, regional and national level continues. The adopting of fit-for-purpose financial processes and procedures, which both save schools time and money, whilst offering greater degrees of accountability and security to validate financial decisions, is playing a crucial role in such progress. \nWES operate a thorough customer satisfaction programme based on an industry recognised metric to capture feedback and benchmark customer satisfaction constantly throughout the year to ensure a high level of customer service is delivered to our customers.  We also obtain qualitative feedback that contributes to and shapes our continuously improving services and processes.  \n\nWe provide comprehensive Service Specifications meaning you know exactly what you are receiving from WES.  They contain Key Performance Indicators (KPIs) so that you can measure how well we are doing in delivering our services to you.  \n","WES has developed a participatory, efficient and timely financial management process, which has the embodiment of your school’s values at its core. Therefore, we take time to understand the financial processes and procedures unique to your school, and how you aspire to evolve. The proven, customer-centric approach WES Finance embodies guarantees a solution-focussed approach to make your financial vision a reality. \n• Take time to understand school needs\n• School involvement & feedback welcomed\n• Adaptive approach allows for strategic changes to be enacted quickly \n\nProducts & Services – How can WES support your school?\nConsultancy\n• Face-to-face visits from named, dedicated education finance specialist at agreed intervals\n• Formal review of current and future years’ budget forecast\n• Recalculating staffing costs, reflecting incremental progression and inflation \n• Updates upon, and financial implications for, central government funding initiatives\n• Monthly checks, to ensure compliance and address anomalies\n• Evidential reports   \n• Benchmarking\n• Academy conversion – from concept to decision to post conversion \n\nMaintenance & support\n• Maintenance of SchoolsBPS Budget Planning Software \n• Virtual support for financial and technical queries\n• Recruitment services – job description, shortlisting, selection & induction \n\nTraining & guidance\n• Portfolio of affordable courses, available upon request, to upskill staff & governors \n\nA complete list of Products & Services is available @ www.warwickshire.gov.uk/WES.\n\n\n\n","No tool","Alistair Baker","Education Finance Manager","",16,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","No","No","No","No","Yes","No","No","No","No","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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["Williams Giles","12 Conqueror Court, Sittingbourne, Kent ME10 5BH","01795 478044","alex.ffrench@williamsgiles.co.uk","www.williamsgiles.co.uk","WG act for in excess of 50 schools and more than 23 Academy entities including Multi-academy trusts from two to ten schools and with as much as £15m grant income. Our lead Directors holds the Advanced Diploma in Charities Accounting, and is a Fellow of the Chartered Association of Certified Accountants. We have scoped a helpful financial due diligence exercise for schools entering a MAT, and MATs considering new entrants to use. The full time academy and not for profit team comprises ten full time staff.  WG delivers external and internal audit services, accountancy support, and assistance with the complete range of ESFA financial returns, advice for new academies on the conversion process as well as a full range of services for MATs as they grow. We have worked with a number of schools expecting finance challenges of one sort or another and have supported finance teams in the compilations of recovery plans, business plans for new free schools and other school expansion","We provide a Director lead service to all our clients. Our Directors and their supporting team are experts in academy finance and have between them provided financial assistance to a number of academy trusts. In each instance a Director will meet with or discuss by telephone the precise requirements of the academy before providing a detailed scope of work to be performed along with a fee quote for this work. All costs are agreed up front. Depending upon the nature of the support required then the work will usually either take the form an onsite review followed up by a formal report or a desktop review followed up by a formal report.","No tool","Alex Ffrench","Director","",4,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes",{"$f":"IF(AND('2. 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["Wiltshire Council - Accounting & Budget Support Team","County Hall, Bythesea Road, Trowbridge, Wiltshire BA14 8JN","01225 718587","absupport@wiltshire.gov.uk","www.wiltshire.gov.uk","The Accounting & Budget Support Team at Wiltshire Council comprises a team of experienced and qualified Support Accountants who can offer a full range of support and advice tailored to the exact needs of individual schools whether a maintained school, a school in the process of converting or a school which has already obtained academy status. Our specialist financial knowledge and advice will help schools ensure that they are able to meet their obligations and responsibilities both as a maintained school or as an academy.  The team of 6 Support Accountants currently support 166 maintained schools and 26 Academies within Wiltshire.  The team are all fully AAT qualified and have successfully completed the CIPFA Certificate in Financial Reporting for Academies.   The team has supported Wiltshire and Swindon schools since the introduction of the Local Management of Schools in 1989 and work with schools in delivering support, training, reviewing financial structures and creating long-term financial plans. ","The team are able to provide;\n\n• Assistance with budget preparation\nIncluding use of financial planning software for academies and completion of Budget Forecast returns required by DfE.  Support towards the creation of long-term financial models and plans. \n\n• Assistance with preparation of monitoring reports\nThis includes internal monthly monitoring at both summary & detailed level. \n\n• A Financial Controls Assurance Service (FCAR)\nReview of financial governance, compliance with internal policies and the requirements laid down in the Academies Financial Handbook or Local Authority financial control procedures.\n\n• Advice on setting up your new accounting system\nIncluding the ledger codes analysis required to meet DfE and year end reporting requirements as well as fulfilling internal reporting requirements\n\n• Asset Management\nProviding advice on capital accounting, depreciation and setting up the asset register\n\n• Preparation of Year End Accounts\nAssistance towards the production of the year end financial statements, ready to be passed to your auditors, or for maintained schools ensuring that the CFR requirements are fulfilled.\n\nAll services are delivered by members of the team, who have a wealth of experience working with both maintained and academy schools.  \n","No tool","Grant Davis","Schools Strategic Financial Support Manager","",6,"Local authority",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","No","No","No","No","Yes","Yes","No","No","No","Yes","Yes","Yes","No","Yes",{"$f":"IF(AND('2. 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["Zap Consulting","81 Fraser Road, Sheffield, S8 0JH","07772 514315","dominic.harrex@zapconsulting.co.uk","www.zapconsulting.co.uk","Experience: Member of the Senior Leadership Team at Longley Park Sixth Form College in Sheffield, responsible for the overall management and strategic direction of the College, Set the College's annual budget of c.£5m and managed its implementation, including a staffing resource in excess of 130 people and non-pay budgets of more than £1.5m, Act as the main link between the Governors and the College in relation to resources issues, including the development and maintenance of excellent relationships with key governors, Excellent understanding of regulatory environment, Developed and maintained key external relationships with the DfE, ESFA, Ofsted, and local authorities, Five years' working at the Learning and Skills Council, Secondary school governor for three years, including time as Vice Chair and Responsible Officer and currently a maintained special school governor and member of the Finance Committee.  Key achievements: Consistently meeting financial plan targets, Improved financial health rating to Good and maintained this, Implemented major restructuring programmes to reduce costs, saving more than £1.5m (20% of turnover), Successful management of Finance and HR teams, Development and implementation of major savings programmes, Significant contribution to improving to and maintaining Ofsted grade of Good, Significant contribution to improvement of teaching, learning and assessment through support for teaching managers, Successful management of conversion to academy status and joining multi-academy trust, Advice and support to other schools and colleges on restructuring and change management, and Member of the Sixth Form Colleges Association Funding Policy Committee.","I work at all three levels of the advice and support from carrying out a financial health check to planning and implementing major structural change. I base all my working relationships on developing high levels of trust and spending time getting to know you and your school. I focus relentlessly on making financial systems work as effectively and efficiently as possible so you can focus on providing the best education for your pupils.  I have developed a range of tools from my 15 years of experience in the education sector to review your current position and performance and to forecast and plan for the future. I use benchmarks from a range of sources to assess your performance and identify other schools and trusts you can learn from.  All my financial work is rooted in understanding your vision and ethos, your curriculum, your staffing structure to deliver this and the leadership and management capability in your school or trust. Using my experience of workforce planning and procurement I will identify your own best practice and areas for improvement.  I am based in Sheffield and work remotely as much as possible to keep costs down for my clients. All clients receive a free of charge consultation session of one hour before any work is undertaken. I charge a day rate of £550 including expenses within 50 miles of Sheffield and a day rate of £550 plus expenses for work beyond this area. I produce a full written report at the end of my work with you and am able to attend leadership and governor meetings to support my clients.","I use a bespoke Excel spreadsheet. Details of the curriculum offer (subject, hours, etc.) and staffing information (roles, pay, hours, etc.) are entered and calculate the hours required and available and staff costs for leadership, support and teaching staff. I have used the tool for several years.","Dominic Harrex","Consultant",null,1,"Commercial",null,"Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","Yes","Yes","Yes","Yes","No","Yes","Yes","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","Yes","Yes","Yes","No","Yes","Yes","Yes","No","Yes","Yes","Yes","No","Yes","Yes","Yes","Yes","No","No","No","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","Yes","No","Yes","No","No","No","No","No","No","No","Yes","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No","No",{"$f":"IF(AND('2. 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London],\"Yes\")","v":69},{"$f":"COUNTIF(Database[Hackney],\"Yes\")","v":69},{"$f":"COUNTIF(Database[Hammersmith and Fulham],\"Yes\")","v":69},{"$f":"COUNTIF(Database[Haringey],\"Yes\")","v":69},{"$f":"COUNTIF(Database[Islington],\"Yes\")","v":69},{"$f":"COUNTIF(Database[Kensington and Chelsea],\"Yes\")","v":69},{"$f":"COUNTIF(Database[Lambeth],\"Yes\")","v":69},{"$f":"COUNTIF(Database[Lewisham],\"Yes\")","v":69},{"$f":"COUNTIF(Database[Newham],\"Yes\")","v":70},{"$f":"COUNTIF(Database[Southwark],\"Yes\")","v":69},{"$f":"COUNTIF(Database[Tower Hamlets],\"Yes\")","v":69},{"$f":"COUNTIF(Database[Wandsworth],\"Yes\")","v":69},{"$f":"COUNTIF(Database[Westminster],\"Yes\")","v":69},{"$f":"COUNTIF(Database[Barking and Dagenham],\"Yes\")","v":72},{"$f":"COUNTIF(Database[Barnet],\"Yes\")","v":68},{"$f":"COUNTIF(Database[Bexley],\"Yes\")","v":66},{"$f":"COUNTIF(Database[Brent],\"Yes\")","v":67},{"$f":"COUNTIF(Database[Bromley],\"Yes\")","v":67},{"$f":"COUNTIF(Database[Croydon],\"Yes\")","v":67},{"$f":"COUNTIF(Database[Ealing],\"Yes\")","v":65},{"$f":"COUNTIF(Database[Enfield],\"Yes\")","v":72},{"$f":"COUNTIF(Database[Greenwich],\"Yes\")","v":68},{"$f":"COUNTIF(Database[Harrow],\"Yes\")","v":68},{"$f":"COUNTIF(Database[Havering],\"Yes\")","v":72},{"$f":"COUNTIF(Database[Hillingdon],\"Yes\")","v":67},{"$f":"COUNTIF(Database[Hounslow],\"Yes\")","v":65},{"$f":"COUNTIF(Database[Kingston upon Thames],\"Yes\")","v":66},{"$f":"COUNTIF(Database[Merton],\"Yes\")","v":67},{"$f":"COUNTIF(Database[Redbridge],\"Yes\")","v":72},{"$f":"COUNTIF(Database[Richmond upon Thames],\"Yes\")","v":66},{"$f":"COUNTIF(Database[Sutton],\"Yes\")","v":66},{"$f":"COUNTIF(Database[Waltham Forest],\"Yes\")","v":71},{"$f":"COUNTIF(Database[Bracknell Forest],\"Yes\")","v":64},{"$f":"COUNTIF(Database[Brighton and Hove],\"Yes\")","v":67},{"$f":"COUNTIF(Database[Buckinghamshire],\"Yes\")","v":65},{"$f":"COUNTIF(Database[East Sussex],\"Yes\")","v":67},{"$f":"COUNTIF(Database[Hampshire],\"Yes\")","v":67},{"$f":"COUNTIF(Database[Isle of Wight],\"Yes\")","v":59},{"$f":"COUNTIF(Database[Kent],\"Yes\")","v":64},{"$f":"COUNTIF(Database[Medway],\"Yes\")","v":63},{"$f":"COUNTIF(Database[Milton Keynes],\"Yes\")","v":64},{"$f":"COUNTIF(Database[Oxfordshire],\"Yes\")","v":66},{"$f":"COUNTIF(Database[Portsmouth],\"Yes\")","v":64},{"$f":"COUNTIF(Database[Reading],\"Yes\")","v":66},{"$f":"COUNTIF(Database[Slough],\"Yes\")","v":67},{"$f":"COUNTIF(Database[Southampton],\"Yes\")","v":63},{"$f":"COUNTIF(Database[Surrey],\"Yes\")","v":67},{"$f":"COUNTIF(Database[West Berkshire],\"Yes\")","v":65},{"$f":"COUNTIF(Database[West Sussex],\"Yes\")","v":68},{"$f":"COUNTIF(Database[Windsor and Maidenhead],\"Yes\")","v":64},{"$f":"COUNTIF(Database[Wokingham],\"Yes\")","v":63},{"$f":"COUNTIF(Database[Bath and North East Somerset],\"Yes\")","v":66},{"$f":"COUNTIF(Database[Bournemouth, Christchurch and Poole],\"Yes\")","v":60},{"$f":"COUNTIF(Database[Bristol, City of],\"Yes\")","v":64},{"$f":"COUNTIF(Database[Cornwall],\"Yes\")","v":56},{"$f":"COUNTIF(Database[Devon],\"Yes\")","v":58},{"$f":"COUNTIF(Database[Dorset],\"Yes\")","v":60},{"$f":"COUNTIF(Database[Gloucestershire],\"Yes\")","v":64},{"$f":"COUNTIF(Database[Isles of Scilly],\"Yes\")","v":53},{"$f":"COUNTIF(Database[North Somerset],\"Yes\")","v":63},{"$f":"COUNTIF(Database[Plymouth],\"Yes\")","v":57},{"$f":"COUNTIF(Database[Somerset],\"Yes\")","v":63},{"$f":"COUNTIF(Database[South Gloucestershire],\"Yes\")","v":62},{"$f":"COUNTIF(Database[Swindon],\"Yes\")","v":63},{"$f":"COUNTIF(Database[Torbay],\"Yes\")","v":55},{"$f":"COUNTIF(Database[Wiltshire],\"Yes\")","v":63}]

{"sheet":"Drop down lists","index":6,"n_rows":154,"n_cols":4,"rows_kept":154,"cut":false,"hidden":true,"merged":[]}
[]
[]
[null,"LAs - alphabetical order",null,"Types of school"]
[null,"Barking and Dagenham",null,"Local authority maintained school"]
[null,"Barnet",null,"Academy"]
[null,"Barnsley",null,"Multi academy trust"]
[null,"Bath and North East Somerset"]
[null,"Bedford"]
[null,"Bexley"]
[null,"Birmingham"]
[null,"Blackburn with Darwen"]
[null,"Blackpool"]
[null,"Bolton"]
[null,"Bournemouth, Christchurch and Poole"]
[null,"Bracknell Forest"]
[null,"Bradford"]
[null,"Brent"]
[null,"Brighton and Hove"]
[null,"Bristol, City of"]
[null,"Bromley"]
[null,"Buckinghamshire"]
[null,"Bury"]
[null,"Calderdale"]
[null,"Cambridgeshire"]
[null,"Camden"]
[null,"Central Bedfordshire"]
[null,"Cheshire East"]
[null,"Cheshire West and Chester"]
[null,"City of London"]
[null,"Cornwall"]
[null,"Coventry"]
[null,"Croydon"]
[null,"Cumbria"]
[null,"Darlington"]
[null,"Derby"]
[null,"Derbyshire"]
[null,"Devon"]
[null,"Doncaster"]
[null,"Dorset"]
[null,"Dudley"]
[null,"Durham"]
[null,"Ealing"]
[null,"East Riding of Yorkshire"]
[null,"East Sussex"]
[null,"Enfield"]
[null,"Essex"]
[null,"Gateshead"]
[null,"Gloucestershire"]
[null,"Greenwich"]
[null,"Hackney"]
[null,"Halton"]
[null,"Hammersmith and Fulham"]
[null,"Hampshire"]
[null,"Haringey"]
[null,"Harrow"]
[null,"Hartlepool"]
[null,"Havering"]
[null,"Herefordshire"]
[null,"Hertfordshire"]
[null,"Hillingdon"]
[null,"Hounslow"]
[null,"Isle of Wight"]
[null,"Isles of Scilly"]
[null,"Islington"]
[null,"Kensington and Chelsea"]
[null,"Kent"]
[null,"Kingston Upon Hull, City of"]
[null,"Kingston upon Thames"]
[null,"Kirklees"]
[null,"Knowsley"]
[null,"Lambeth"]
[null,"Lancashire"]
[null,"Leeds"]
[null,"Leicester"]
[null,"Leicestershire"]
[null,"Lewisham"]
[null,"Lincolnshire"]
[null,"Liverpool"]
[null,"Luton"]
[null,"Manchester"]
[null,"Medway"]
[null,"Merton"]
[null,"Middlesbrough"]
[null,"Milton Keynes"]
[null,"Newcastle upon Tyne"]
[null,"Newham"]
[null,"Norfolk"]
[null,"North East Lincolnshire"]
[null,"North Lincolnshire"]
[null,"North Somerset"]
[null,"North Tyneside"]
[null,"North Yorkshire"]
[null,"Northamptonshire"]
[null,"Northumberland"]
[null,"Nottingham"]
[null,"Nottinghamshire"]
[null,"Oldham"]
[null,"Oxfordshire"]
[null,"Peterborough"]
[null,"Plymouth"]
[null,"Portsmouth"]
[null,"Reading"]
[null,"Redbridge"]
[null,"Redcar and Cleveland"]
[null,"Richmond upon Thames"]
[null,"Rochdale"]
[null,"Rotherham"]
[null,"Rutland"]
[null,"Salford"]
[null,"Sandwell"]
[null,"Sefton"]
[null,"Sheffield"]
[null,"Shropshire"]
[null,"Slough"]
[null,"Solihull"]
[null,"Somerset"]
[null,"South Gloucestershire"]
[null,"South Tyneside"]
[null,"Southampton"]
[null,"Southend-on-Sea"]
[null,"Southwark"]
[null,"St. Helens"]
[null,"Staffordshire"]
[null,"Stockport"]
[null,"Stockton-on-Tees"]
[null,"Stoke-on-Trent"]
[null,"Suffolk"]
[null,"Sunderland"]
[null,"Surrey"]
[null,"Sutton"]
[null,"Swindon"]
[null,"Tameside"]
[null,"Telford and Wrekin"]
[null,"Thurrock"]
[null,"Torbay"]
[null,"Tower Hamlets"]
[null,"Trafford"]
[null,"Wakefield"]
[null,"Walsall"]
[null,"Waltham Forest"]
[null,"Wandsworth"]
[null,"Warrington"]
[null,"Warwickshire"]
[null,"West Berkshire"]
[null,"West Sussex"]
[null,"Westminster"]
[null,"Wigan"]
[null,"Wiltshire"]
[null,"Windsor and Maidenhead"]
[null,"Wirral"]
[null,"Wokingham"]
[null,"Wolverhampton"]
[null,"Worcestershire"]
[null,"York"]