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 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
  • 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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