Whether you are a school considering conversion to academy status, have applied for conversion, have already converted to academy trust status or are expanding to a Multi-Academy Trust, our team can help.

    Our team includes a range of skills and experience, including:

    Fully qualified accountants

    • ex-school business managers with strong backgrounds in school financial management
    • team members who worked at finance‑director level in Multi-Academy Trusts
    • team members with extensive experience of financial management and reporting in schools of all phases

    We also work closely with a number of audit firms to ensure a streamlined process for managing financial reporting and management requirements.

    Services can be tailored to meet individual needs, and bespoke advice is given to academies on how they can be supported further in meeting financial reporting and management requirements.

    For further information, including pricing, please contact Louise Shaw, ACA

    Tel: 01438 843299
    Email: fss.admin@hertsforlearning.co.uk

    Short-, medium- and long-term financial support designed specifically for academies and multi-academy trusts.

    The team provides transactional support to ensure that financial records are up-to-date and accurate as well as preparation of management accounts in line with Education and Skills Funding Agency (ESFA) requirements. The Bursar Service delivers a practical solution, providing additional support when you need it most, allowing senior school leaders to focus on other areas.

    For further information please contact us on 01438 843299.

    A cost-effective solution to ensuring academies are compliant with reporting responsibilities.

    The team support the completion of all ESFA returns including both budget forecast returns, the annual accounts return, the land and buildings collection tool and other bespoke returns as required. Support is also available for the preparation of year-end working papers and audit liaison.

    The helpline supports academies with both financial accounting and systems queries throughout the financial year.

    The experienced and approachable helpline team supports academies on the use of FMS6 and provides guidance on key financial topics throughout the financial year, such as the budget forecast return outturn.This high-quality, friendly and cost-effective service helps academies to run efficiently.

    For further information please contact us on 01438 843299.

    The Financial Services team are experts in education finance and how it affects school’s strategic planning, helping convert strategic plans into robust financial plans.

    The team support schools to create an annual budget and medium-term plan. The team fully understand that a robust budget which supports individual plans, is not only key planning tool, but essential in maintaining financial control. The team are also able to support scenario planning for special projects or specific issues. The experience, knowledge and flexibility within the team means, whatever a school’s situation and experience in financial planning the Financial Services team can help.

    For further information please contact us on 01438 843299.

    A review of the trusts internal financial processes and controls to identify areas of risk and recommend good practice.

    A tailored approach to helping multi-academy trusts or single academy trusts meet their governance responsibilities by completing themed reviews. The service also includes a comprehensive report and action plan focusing on key recommendations for the trust.

    For further information please contact us on 01438 843299.

    Herts for Learning is proud to be an accredited partner of Sage. Offering professional support to academy trusts in the design and set-up of Sage systems and related financial processes.

    This service supports all academy trusts with the implementation of the new system as well as providing new user training. Training and implementation services are also available to trusts wishing to use or expand their use of FMS6.

    For further information please contact us on 01438 843299.

    This service supports academy trusts to manage change effectively and challenge current thinking to ensure the new trusts flourishes financially.

    Working with schools to support the preparation and implementation of new financial policies and procedures for schools going from maintained to SAT as well as SAT to MAT.

    For further information please contact us on 01438 843299.

    Bespoke staff and governor training that is designed to meet the individual needs of single academy trusts and multi-academy trusts.

    A flexible training package that offers guidance and support to senior leadership teams, finance staff and school governors to fully understand the financial requirements placed upon academies when converting from a maintained school. Training is bespoked around the specific needs of the educational setting.

    For further information please contact us on 01438 843299.

    Support for setting up, testing and overseeing financial processes and transactions in the academy/Multi-Academy Trust, including the oversight of budget‑planning processes and submission of returns.

    The team can help maintain relationships with external auditors, including investigation and implementation of audit findings.

    For further information please contact us on 01438 843299.

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