We are specialists in the education sector acting for a number of schools and academies.

We are fully conversant with Companies and Charities Acts legislation relating to academies as well as the requirements of the DfE.

We can provide monthly, quarterly and annual reporting and can assist with financial and regulatory compliance.

Regular communication and added value services including, cashflow management, IT including development of software and overall assistance with the development of commercial activities.

Our comprehensive range of services include:

• Preparation of Charity SORP, Companies Act and DfE compliant accounts

• Audit of the year end financial statements

• Preparation of management accounts for reporting to governors/trustees

• Budgeting, whether for internal use or for reporting to the DfE

• Ad-hoc requirements, such as the audit of pension reports

• Preparation and audit of school fund accounts

• Design and monitoring of internal control and finance systems

• Training and guidance to governors/trustees

• IT support, including design of new systems, whether financial or otherwise

• Payroll services

• Undertake internal audit / assurance / external reviews

Academies Benchmark Report

    What can we offer you as one of our Academies clients?

• We can assist you with your accounting requirements, including in-year reporting, year end financial statements and the auditing requirements of the Charities and Companies Acts

• Regular pre-year and in-year reporting is currently required by the DfE and we can help with the preparation of the various reports required

• We can help you to monitor your financial position such as cash flows and budgeting in accordance with the controls required by the DfE guidelines

• We have specialist tax advisers (including VAT and PAYE) who can help you minimise costs in these areas whilst maximising any claims

Why can we help?

• We have a specialist education team, and you will be able to take advantage of their knowledge and experience

• We have significant experience of dealing with the unique issues facing academies

• As school governors ourselves we have a practical understanding of the current matters that concern you

We have recognised the links between education and business have become even stronger and we bring a sound commercial approach to our education clients...
    Independent Schools

Leading Our Academies Team...

Chris Beaumont

01325 349 700
Gary Ellis

Durham Office
0191 384 2244
Kevin Shotton

01325 349 700
Chris Beaumont
BA Hons, FCA, DChA

Chris joined the practice in 1996 as a qualified Chartered Accountant. Chris was promoted to Partner in 2006 and now manages the department responsible for “Not for Profit” sector including educational establishments and charities.....

Gary Ellis

Gary qualified as a Chartered Accountant with national firm Pannell Kerr Forster in 1987, before moving to a local firm in Darlington which merged with the national practice of Haines Watts in 1989.....

Kevin Shotton

Kevin qualified as a Chartered Accountant at Clive Owen & Co in 2005 before moving on to Ernst & Young LLP.....

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