Our services - a brief guide

Budgets and Monitoring

• Final Budget - March/April
• Updating budget July and November
• Reports for:  - Headteachers  - Governors  - LEA
• Updating SIMS for:  - New Funding - Budget Changes
• Matching SIMS to budget
• Consistent Financial Reporting

Other Financial Administration

• Ofsted forms
• Training for new administrative staff
• Cover for short term absences of key finance staff
• Communicating financial issues to Headteachers and Governors with non-finance backgrounds
• Ordering
• Invoices
• Income
• Filing and organising paperwork and records
• Reconciliation disks
• Queries
• Balancing SIMS to MIS