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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.
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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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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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General annual grant (GAG) pooling is used by MATs to distribute money to their schools rather than top-slicing, but what are the benefits and challenges?
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High-performing multi-academy trusts require strong leadership and a varied skillset among staff. Use these resources to help you lead a successful and sustainable MAT
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A robust due diligence process when creating or expanding a MAT is key to ensuring your organisation is not at risk. Use this checklist of questions to ask during the process
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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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Tracking your compliance against the 'musts' of the Academies Financial Handbook is an ongoing task. Stephen Mitchell provides a helpful tool to download and use
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Use this policy to ensure staff all understand what could constitute fraud, corruption and bribery, how to respond to gifts and the procedure for investigating allegations
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In times of reduced budgets and ever-increasing costs, small schools struggle to survive. Stephanie Leigh explores the challenges small schools face and how they can remain sustainable
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Academies and MATs are required to submit three year budget forecasts to the ESFA. What information can you draw on to help inform your plans?