Academies, Education & Charities

The education sector has specific financial and regulatory requirements, and our team is on hand to help you fulfil your obligations and remain compliant. We also assist in developing your systems and processes to ensure good governance and strong controls, allowing you more time to do what you do best.

How our team can help you:

Our accounting and tax advice to academies, schools and educational bodies include:

• Business planning and forecasting
• Conversion to academy status (fulfilling legal and regulatory requirements, developing systems and processes)
• Audit and assurance
• Annual accounts
• Business support
• Payroll (including readiness for auto enrolment)
• Design and installation of systems
• VAT
• Access to HR support

With years of experience within this pressurised sector, we are up to date with the latest legislation and work with you at every level to make sure your organisation is operating to the best of its ability.

Our expert team of advisors for the charity sector are here to support charities of all shapes and sizes, including:

Start-up charities:
Thinking of setting up a new charity? We can establish your purposes and guide you through the legal requirements.

Clubs and Associations:
Local community association gaining popularity? Our payroll service could ease the pressure on paying employees and associated tax compliance.

Developing charities:
Where next for your organisation? We can analyse your accounts to uncover areas which you can improve and capitalise on.

Established charities:
In need of up-to-date reporting? We can conduct in depth accounts and auditing that complies with the Charities Act 2011.

How we help:

• Strategic planning and financial advice: From charity business plans, to succession and exit strategies.
• Budgets – Managing assets and resources.
• Annual accounts, trustee reports, management accounts: Accurate and invaluable data from your accounts to work out how to meet your charitable aims.
• Tax: Advice and planning, including donations and gift aid, to limit your tax liability.
• HR and payroll: Assistance with employee regulations and PAYE responsibilities.
• VAT returns: Ensure you comply with HMRC rules.