Financial reporting

Use the below resources to access financial reporting solutions for your school business management, and ensure you maintain accountability to inspectors and standards. 

  • Charging and remissions policy
    Schools must have a charging and remissions policy in place to charge for any activity. Use our model policy to tailor one specific to your needs
  • The SBM August checklist
    In school during the summer holidays? Don't worry – you're not alone! Use the SBM August checklist to plan your time and get ready for the new school year
  • The SBM July checklist
    Make the most of the last weeks before the summer holidays. Use the SBM July checklist to ensure you haven’t forgotten anything and find links to expert advice
  • The SBM June checklist
    It's the last half term before the summer holidays. Are you prepared for the month ahead? Use the SBM June checklist to ensure you haven’t forgotten anything and find links to expert advice
  • The SBM May checklist
    A new month means new challenges. Are you ready for the weeks ahead? Use the May checklist to ensure you haven’t forgotten anything and find links to expert advice
  • The SBM April checklist
    A new month means a new set of challenges. Are your ready for the weeks ahead? Use the April checklist to ensure you haven’t forgotten anything and find links to expert advice
  • The SBM March checklist
    A new month means a new set of challenges. Are your ready for the weeks ahead? Use the March checklist to ensure you haven’t forgotten anything and find links to expert advice
  • The SBM February checklist
    It’s a new month with new challenges. Do you have everything prepared for the weeks ahead? Use the February checklist to ensure you haven’t forgotten anything and find links to expert advice
  • The SBM January checklist
    It’s a new year with new challenges. Do you have everything prepared for the weeks ahead? Use this checklist to ensure you haven’t forgotten anything and find links to expert advice
  • Eight top tips to support your trust’s financial compliance
    Looking for straightforward advice on academy trust financial compliance? Here are some top tips, taken from a masterclass led by SBM Services’ Justine Berkeley

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