Academy and Free School Financial Services

Our financial services cover Academy and Free schools. We add value by being:

  • highly experienced in the education finance environment
  • friendly and approachable
  • flexible
  • professional
  • customer focussed

Let us share our expertise with you from our experience of supporting over 100 academies in Essex, Thurrock, Southend, Hertfordshire, London Borough Havering, Barking and Dagenham, with financial management visit services and support to the academy's Audit Committee through our Academy ICE.

We have expertise in a number of finance systems including FMS6, SIMS, PS Financials, SAGE, Civica, RM; and are the Approved Training & Support Partner for PS Financials for Essex.

Academy Financial Management Support Visit Service (including telephone/email Helpdesk with remote access)

Our Education Finance Consultants will visit your academy to support the finance function on strategic financial issues or day to day tasks, whether for completion, assistance, checking or advice. This is a flexibletailor made service according to your academy's needs and automatically includes Helpdesk access for telephone and email support inbetween visits. Alternatively, you may purchase the Helpdesk only.

For Multi Academy Trusts, we can offer a bespoke service sharing the support across the academies within the Trust. For more information please contact us by phone or email at the address below.

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

Academy Internal Controls

In order to comply with the Academies Financial Handbook requirement for academy trusts to have in place a programme of checking internal controls, we offer a service dedicated to supporting the Board of Trustees, Audit Committee or other committee with this delegated responsibility.

Information can be found on our Academy Internal Controls page.

Financial Health Check - ICFP or Due Diligence

Having been on the DfE recommended supplier list for 2 years, we are not only experienced in conducting Financial Health Checks, but have been able to adapt the process to report based on Integrated Curriculum Financial Planning and also for Due Diligence.

ICFP – Integrated Curriculum Financial Planning

With the government stating ‘Good financial health is essential to delivering educational excellence’ there is an emphasis on academies to ensure that curriculum delivery is at the heart of the financial planning. Our ICFP Health Check provides trustees with an independent report plus the option of assistance with addressing any issues found and is adaptable for both stand-alone academies and MATs.

Check 1 - assessment of current financial planning, capabilities and strategy

Check 2 - drawing up action plans with the academy/trust to address recommendations, produce revised budget forecasts and scenario planning for 3 year forecasting.

Bespoke services are available - contact us for further information.

MAT service – Due Diligence

We have adapted the Financial Health Check, in accordance with the ESFA due diligence checklist, to be used as part of the due diligence process when taking new schools or academies into your MAT.   Please contact us for full details.

Joining or Forming a MAT - What you need to know

Taking new schools/academies into your existing MAT is a complex process with many things to consider and changes to be implemented.We are therefore holding an information event for Headteachers/Governors/finance staff at Hamptons Sports & Leisure in Chelmsford on 19th September entitled ‘Joining or forming a MAT – what you need to know’.    Places are limited to no more than 2 per academy so book early to avoid disappointment via www.eescpdportal.org 

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.



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.
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