Schools & Education

We are well-known for our robust and efficient audits. Our approach is designed to ensure all key risks are highlighted at the earliest opportunity and will be delivered to meet all your needs within your reporting timetable. Auditing is obviously a major part of our work for schools, including internal audits for academies. Yet we offer knowledgeable and helpful advice on so many more of the issues that face you.

Our services

• Audit and assurance (external and internal)
• Tax advice including Gift Aid and VAT
• Corporation Tax and Employment Tax compliance
• Trading activities and benefits planning
• Negotiations with HMRC
• Strategic planning, mergers and acquisitions, due diligence
• Financial modelling, management and monitoring
• Financial benchmarking and reporting

Building for the future

The here and now is important, but survival depends on effective financial modelling and sustainability. Many schools are seeking to consolidate their strength through mergers and acquisitions, and we are thoroughly conversant with all the processes and exacting in our approach to due diligence.

When deeper financial advice is required, we can provide a holistic solution by putting you in touch with experts from our extensive network of contacts. Whether directly or in conjunction with these trusted firms, we make sure you benefit from a joined-up and effective service.

Working together

We build successful relationships with schools by not only providing exceptional expertise, but also consistently high quality service. We are proactive and will sometimes challenge you, but in a supportive and constructive way.

To share our expertise, we are very active in events and seminars, create training programmes for school bursars, governors and charity trustees, and regularly produce thought leadership articles, benchmarking reports and governance surveys.

Your feedback is important to us, so we will listen closely and respond appropriately. Through rigorous processes, a genuine interest in your success and a determination to build on it, we aim to create a long-standing relationship with you.