Financial reporting

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Use the below resources to access financial reporting solutions for your school business management, and ensure you maintain accountability to inspectors and standards.

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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Understanding your SEND budget: be SMART
If you’re a SENCO without access to your budget, getting the necessary funding can be difficult. Sue Birchall explains what you need and how to ask for it
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Auditing school finances: checklist template
Ensure your school finance reports are accurate and compliant by using this audit template and checklist regularly
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Strategic budget forecasting for academies
Budgeting can be a valuable way of learning about your academy and its future. Sue Birchall explains how you can forecast effectively and use what you already know
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Financial reporting in academies
Due to the semi-independent nature of academies, there are different requirements for reporting and managing finances than there are in maintained schools
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Budget review: 7 step guide and checklists
Make budget reviewing part of your processes with this seven-step guide and checklists
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An SBM's guide to writing your first report to governors
Governors need clear, accurate information on areas of school life in order to support and challenge the SLT. Caroline Collins outlines why, how and when SBMs need to report to governors
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Example of income and expenditure statement notes
Cate Hart shares an example of a consistent financial reporting (CFR) report for governors outlining the budget and current position
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School budgets: a capitation template
It is important that each department feels it has been allocated a fair percentage of the school budget. Cate Hart shares this capitation template to help you
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Financial reporting

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