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School financial year-end: everything you need to know
This hub is your essential resource for navigating the critical financial periods in educational institutions. Designed for finance officers, school administrators, and academy trust managers, our hub provides everything you need to prepare for financial month-end, year-end and be audit-ready. Browse the resources for handy checklists, guides and expert insights.
Resources for all educational establishments
Guide
Year-end accounts: Presenting accounts to your governors or directors
Checklist
Month-end accounts: Task reminders to improve your month-end processes
Guide
Month-end accounts: Monthly processes to help improve your school or trust's finances
On-demand webinar
How to prepare your school for financial year-end
On-demand webinar
Streamline your finances and get ahead of your audits
Resources for MATs & academies
Guide
Year-end accounts: How to wrap up the end of the financial year effectively
Checklist
Year-end accounts: checklist for academies
Guide
Audits: Preparing academy accounts for auditors
Guide
Streamline audit season with our helpful guide
Confidently manage your education finances and save money
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DanniMarie Rutherford provided some…
DanniMarie Rutherford provided some great one to one training and tailored the training to the organisation and the level of support required SHe fol…
We have just implemented the Access Payroll System
We have just implemented the Access Payroll System as part of our ongoing move to using the Access Education portfolio of systems to run our schools.…
Danni Rutherford was extremely helpful
Danni Rutherford was extremely helpful, her vocal communication was precise and very clear. I left the training with a better understanding of the bu…
Nicola has been extremely helpful and…
Nicola has been extremely helpful and accommodating in working around some specific requirements and availability. The process so far has been really…
Quick support response
Was experiencing some frustrating delays and no response to queries. Danni Rutherford was introduced to us by a new person joining our LA support te…
We were struggling to understand the implications of transitioning the MAT to one bank account on Access Finance.
We were struggling to understand the implications of moving to a central bank account. The technical side was explained very clearly but we had more …
How Access Finance can work for GAG Pooling
Our Trust will be GAG pooling and I wanted to know if and how Access Finance & Budgets could adapt to this. Dave Young listened to what I wanted to …