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. 

  • 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
  • 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
  • MAT leadership: resources, guidance and best practice
    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
  • 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
  • Due diligence checklist and questions to ask
    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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