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. 

  • Video CPD: Invoice fraud in schools

    Watch this short video to understand what invoice fraud is and what you can do to protect your school against it
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  • The SBM October checklist

    A new month means a new set of priorities. Do you have everything ready for the weeks ahead? Use our checklist to ensure you haven’t forgotten anything and find links to expert advice
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  • Back to school: the SBM September checklist

    The new school year begins. Do you have everything ready for the month ahead? Use our checklist to ensure you haven’t forgotten anything and find links to expert advice
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  • 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

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  • 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
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  • 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
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  • 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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  • 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
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  • 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
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  • 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
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