Accounting For Educational Institutions

Universities and colleges manage multiple income streams, large payrolls and detailed reporting.

We support you with:

• Preparing annual accounts and financial statements
• Supporting grant and funding reporting
• Managing payroll and pension reporting
• Producing clear management accounts for governors
• Cash flow forecasting and budget planning
• VAT advice relevant to education providers

You get organised reporting and clear figures throughout the year.

The academy sector is challenging with a constantly changing set of reporting requirements.

We support you with:

• Preparing annual accounts and submitting required returns
• Supporting trustee and governor reporting
• Managing payroll and pension schemes
• Budget setting and in-year monitoring
• Cash flow forecasting
• VAT advice specific to academy trusts

Independent schools rely on fee income and careful cost control.

We support you with:

• Preparing annual accounts
• Managing payroll and pension reporting
• Producing termly or quarterly management accounts
• Budgeting and pupil number forecasting
• Cash flow planning for capital projects
• VAT advice where applicable

Nurseries work with tight margins and busy teams. Payroll, VAT and day-to-day admin quickly build up.

We streamline bookkeeping and reporting, saving time and keeping finances organised.

We support you with:

• Bookkeeping and management accounts
• Payroll and pension reporting
• Funding claim support
• Budgeting and cash flow planning
• VAT guidance where required

Educational charities manage restricted funds and trustee oversight.

We prepare accounts in line with requirements and explain everything in plain English, so trustees stay confident in the figures.

We support you with:

• Preparing accounts under the Charities SORP
• Supporting independent examinations or audits
• Trustee reporting and fund tracking
• Gift Aid guidance
• Payroll and VAT advice