Financial Management Support

The Education Finance Support team provide advice and one-to-one support / training during visits to the finance office, an essential service to isolated finance staff in both LA maintained schools and academies(see separate academy page).

This is a flexible tailor-made service according to your school's/academy's needs. You can arrange on-site visits with your finance consultant from EES for Schools to aid the school/academy not just during key times of the year but also whenever further assistance is required. We work in partnership with you, sharing our knowledge and expertise with Finance staff, Business Managers, Headteachers and Governors/Trustees to enhance the standards of financial management.

An added benefit is being able to include attendance at the Financial Information Network Sessions (FINS) as part of the support package. Subscription to our support visit service also includes access to our 'toolkit' containing a number of spreadsheets to assist with the complexities of finance monitoring and finance related policy document templates as well as our telephone / email helpdesk with remote access viewing. Alternatively, the Helpdesk may be purchased as a stand-alone service.

We support a number of finance systems including FMS6, RM. SAGE and are the PS Financials Approved Training & Support Partner for Essex. We also support a variety of private school fund packages and offer Independent Examination of School Fund accounts.

NEW: we have a Finance Toolkit available to our support customers including some useful spreadsheets and policy document templates; please speak to your Finance Consultant for further details.

For support to academies, including Integrated Curriculum Financial Planning and Due Diligence financial health checks please click here >>.

The tasks we can help you with include the following (not exhaustive):

  • Ordering and invoicing,                                 VAT Returns
  • Funding reconciliations,                                Bank reconciliations
  • Control account reconciliations                    Troubleshooting
  • Central School reconciliation                        LA Returns
  • Payroll input and reconciliations                   ECC E-Payroll
  • Consistent Financial Reporting (CFRs)        Financial Regulations
  • Budget monitoring and forecasting               Budget preparation                                 
  • Strategic financial planning                           Deficit recovery plans
  • Cash flow reporting                                       Capital accounting 
  • Trading accounts & business plans              School Fund accounting
  • SIMS.net Personnel                                      School Fund Audit
  • Financial year end procedures                                  
  • Discussions with Headteacher                        
  • Reports to Governors                                   
  • Attendance at Governors' meetings
  • Training office staff on financial procedures
  • Schools Financial Value Standard (SFVS)
  • Closedown LA maintained school's system on conversion to academy

Our telephone / email Helpdesk with remote access is available for subscribers to call our support team and is open for use not only by the school finance staff, but also Headteachers / SLT  and  Governors.

Current customers who require additional hours on top of those booked on the original subscription should complete and return the Request for Additional Hours form, by clicking on this link:Finance Support Additional Hours Request 2018/19

Please contact our advice line on 033301 39832 or email support.efs@EESforschools.org for further help or assistance.

A copy of our SLA is available to customers on request.

"The entry for 'work undertaken' doesn't do the visit justice!" Terling Primary, April 2018

"Excellent support today. I now know much more about many different parts of our finance system which seemed confusing before"Waltham Holy Cross Primary, July 2018



Tailored Consultancy

In addition to the programmes listed above, we also provide high quality, flexible adviser support tailored to the individual needs of your school. Please email us for further information or to discuss your school or network's needs.
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EES Training

EES are committed to helping schools achieve the best possible outcomes for all pupils. Our Professional Development team is part of the range of services we have bought together to work in partnership with you to achieve this.
Learn More >>