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 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
  • 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
  • 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
  • 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
  • AFH schedule of requirements tool
    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
  • Carrying out an internal audit in a MAT
    Updates to the Academies Financial Handbook include a greater emphasis on internal audits. Stephen Mitchell explains what this means for MATs and what your audit should include

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