Adhoc Services

School Business Manager/Bursar Cover Service

The aim of the service is to provide schools with emergency School Business Manager/Bursar cover due to key staff absences or gaps in employment between leaving and starting of personnel.

The precise financial duties to be undertaken by the Peripatetic Bursar will be subject to agreement with the Head Teacher, but will typically include:
Financial record keeping – processing orders and payments, maintenance of schools FMS accounting system to include reconciliation of bank statements and dealing with queries. Preparation of the school’s monthly and annual returns. Processing Payroll and dealing with payroll queries, including starters and leaver forms. Producing termly reports to Governors.

Recruitment Support Service

The aim of this service is to assist with the recruitment of School Business Manager/Bursars including involvement in short listing, interviewing and providing a financial awareness test for candidates.

New School Business Manager/Bursar Induction Programme

This programme is designed to support new School Business Managers/Bursars with all financial aspects of the role. The programme will include a minimum of three on-site training sessions in the first 3 months covering:

  • Orders/Invoices, Bank reconciliation to end of month procedure
  • Timesheet to payroll reconciliation and how to enter on FMS6
  • Reconciliation of School System to Borough’s Oracle system
  • A session to provide an overview of all aspects of Financial Management in Schools

Review of Private/School Fund Accounts

This service provides a full review of accounts by a member of the AAT. A written review of these accounts is provided which highlights any errors within these accounts and provides any recommendations. This review is based on the information provided by the School. Also available as part of this review is advice and the provision of a excel spread sheet which incorporates a series of inter-linked pages designed specifically to address the particular needs of school fund administration.

Overview of Schools Financial Value Standard (SFVS)

The aim of this service is to provide advice and recommendations to individual schools in line with the requirements of this standard.

Governor Training Sessions

Introduction to Finance for New Governors

Budget Building & Budget Monitoring

Bespoke training sessions for Governors

Bespoke training sessions can be arranged on school site at Governors Finance or Full Governor meetings for example: Understanding Budget reports, How to assist with Budget Planning, What to review when carrying out Internal Controls.

Other Services