Our clients include academy sponsors, secondary, primary and nursery schools. Through our close relationships with schools we understand the need to tailor our service to the differing needs of our clients.

We’re proud to have helped many clients progress and become successful. Our professional, friendly and flexible approach helps us to enjoy effective and positive relationships. We can offer references on request. 

Audit and Assurance


We provide comprehensive and effective audit and assurance services.

  • Tailored to meet the varying needs of different stakeholders

    • Trustees​

    • Governors

    • SMT

    • Internal Auditors

  • Designed to aid and progress your organisition

  • Providing assurance and guidance on processes, suitability and compliance 

Academy Conversion Support
  • Project management of planning, conversion and post conversion activities

    • Planning the use of the implementation grant

    • FMGS completion

    • Land and buildings return and valuations

    • Due diligence 

    • Establishing key roles and responsibilities

    • Considering and fulfilling third party obligations

    • Support with other key conversion activities

  • Support with establishing financial infrastructure and compliance with the AFHB

    • Alignment with strategic priorities

    • MAT pool funding

    • Central service provision

    • Central SLA provision

    • Group procurement

    • Banking

    • Harmonisation

  • Support with planning and implementation of a finance system

    • Software selection

    • Establishing a suitable chart of accounts structure

    • Consideration of workflow

    • Consideration of reporting priorities

  • Support with establishing an audit assurance framework

Financial Management Support


Resource management support is one of our core services.

This service is where our clients require regular support. The service is bespoke to the needs of the organisation and can range from offsite telephone and email support (safety net support) to regular onsite support (weekly, monthly, quarterly etc).

We also fulfil the role of CFO with a number of our clients.