Education accountants

Education organisations need more than just year-end compliance. They need ongoing support to manage budgets, control costs and ensure financial sustainability.

We support SATs, MATs and schools with:

• Year-end accounts and financial reporting
• External audit of financial statements and the Academy Accounts Return (AAR)
• Internal audit
• Teachers’ pension scheme audits (TPS)
• Annex G and other grant audits
• Budget setting and monitoring
• Cash flow management
• Cost control and efficiency reviews
• Tax and VAT compliance
• Strategic financial planning

Our aim is to give you clarity, confidence and control over your finances throughout the year, not just at year end.

We are trusted advisers to the education sector, currently acting for over 50 education establishments, supported by a team of experienced partners.

Our expertise includes:

• Academy trust accounting and compliance
• Charity accounting and governance
• DfE reporting and liaison
• VAT advice for education providers
• Corporation tax and trading subsidiaries
• Internal audit and risk assurance

We are also actively involved in shaping best practice in the sector, including contributions to national benchmarking and education finance reporting.

Education organisations choose us because we combine technical expertise with a deep understanding of the sector.

• Over 20 years’ experience working with schools and academies
• Involved in the Kreston UK Academies Benchmark Report since its inception in 2015. 
• Act for more than 50 education establishments, managed by two dedicated partners
• Extensive charity expertise, including ICAEW Diploma in Charity Accounting (DChA) holder
• Specialist knowledge of VAT, corporation tax and trading subsidiaries for charities
• Access to a wider network supporting over 1,200 academies and 1,500 charities across England
• Regular communication, including meetings, newsletters and e-bulletins
• Strong working relationships with the DfE developed over the past decade
• Guest speakers at national education finance events including Schools North East, NASBM and ISBA
• Regular seminars covering VAT, procurement, cyber security, internal assurance and year-end accounts

• Year-end accounts preparation
• Academy trust financial statements
• Charity SORP compliance
• DfE reporting support

• Internal audit services
• Governance and risk reviews
• Financial controls assessment

• Integrated Curriculum Financial Planning (ICFP)
• Budget setting and monitoring
• Long-term financial planning

• VAT advice for academies and schools
• Corporation tax compliance
• Trading subsidiary structuring and advice

• Cost and efficiency reviews
• Benchmarking and performance analysis
• Financial sustainability planning

We provide tailored support for academy trusts of all sizes, helping you manage DfE requirements, improve financial control and strengthen governance.

Our academy services include:

• Academy conversion support
• DfE compliance and reporting
• Budget monitoring and forecasting
• VAT recovery and optimisation
• Internal assurance and audit

We also support trusts in developing stronger financial systems through tools such as Integrated Curriculum Financial Planning (ICFP), helping you align spending with educational outcomes.