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. 

  • 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
  • The SBM December checklist
    It's the final push before the end of term. Do you have everything ready for the weeks ahead? Use our December checklist to ensure you haven’t forgotten anything and find links to expert advice
  • Pros and cons of GAG pooling
    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?
  • The SBM November checklist
    A new month means a new set of priorities. Do you have everything ready for the weeks ahead? Use our November checklist to ensure you haven’t forgotten anything and find links to expert advice
  • 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
  • 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
  • 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
  • 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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