Education accountants

We provide specialist accounting, audit and advisory services to the education sector, including standalone academy trusts (SATs), multi-academy trusts (MATs) and independent schools across the North.

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Education accountants and academy finance specialists in the UK

We provide specialist accounting, audit and advisory services to the education sector, including standalone academy trusts (SATs), multi-academy trusts (MATs) and independent schools across the North.

We understand the increasing financial and regulatory pressures education providers face. Our role is to provide clear, practical support that helps you manage compliance, improve financial performance and focus on delivering high-quality education.

Over time, we have seen our relationships with education clients evolve. Schools and trusts are now more commercially aware and proactive, which means they are looking for deeper insight and more value from their finance partner. We help you achieve exactly that.

 

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.

Education sector support services

We provide a full range of services designed specifically for education providers:

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

 

Support for independent schools

We also work with independent schools to improve financial sustainability, strengthen governance and manage compliance.

Our support includes:

  • Financial reporting and budgeting
  • VAT and tax advice
  • Cash flow and cost management
  • Strategic planning and growth support
  • Risk and governance reviews

VAT support for education providers

VAT is a complex area for independent schools, academy trusts.

We provide clear, practical VAT advice to help you stay compliant and recover VAT where possible.

We support with:

  • VAT on academy and school expenditure
  • Partial exemption calculations
  • Trading company VAT issues
  • Capital project VAT planning

A long-term partner for education finance

We build long-term relationships with education providers, supporting you through every stage, from academy conversion to expansion and ongoing financial management.

Whether you need day-to-day support or strategic advice, we help you make confident financial decisions that support educational outcomes.

Speak to our education specialists

If you are looking for experienced education accountants for SATs, MATs or independent schools in the UK, we are here to help.

Contact us today to find out how we can support your organisation with expert financial advice, compliance support and long-term strategic planning.

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Real clients

PCE

PCE is headquartered in Teesside and has branches throughout Europe.  As the Group Finance Director, it is vital that I can rely on my advisors to help navigate the compliance and taxation issues that running a European group entails.  The business has used Clive Owen for nearly twenty five years and have worked specifically with Kevin Shotton for the last five.

Kevin and his team perform the full Group audit including our overseas subsidiaries. Further, as well as giving significant input on our UK taxation position, I can and do call on the team’s expertise to help with transfer pricing and other issues associated with running a multinational business.  I genuinely appreciate the time and effort that Kevin puts into the relationship; I know during our meetings that he will have considered issues from a number of different angles meaning he is able to present us with options that we might not otherwise have thought of.

This breadth of knowledge and ownership of the relationship mean that I cannot recommend him highly enough.

Ben Williamson

Tilly-Bailey-&-Irvine-logo

We have used Clive Owen’s audit services for seven years and would recommend them to any business requiring an audit. Our main point of contact is audit partner Chris Beaumont who heads up a knowledgeable and experienced team so that every year our audit feels like a valuable part of our financial strategy rather than simply a statutory chore. Chris has always been approachable and helpful when we’ve required support on any financial matter pertaining to our accounts and their presentation. They represent top tier knowledge without the top tier bills

Bailey & Irvine Law Firm

NEG Architectural Systems design, manufacture and install architectural façade systems from our base in Washington, Tyne and Wear. Following strong, sustained growth we reached a point where we had a bottleneck in one of our key production processes. We had to make a decision as to whether to invest in new profiling equipment or to wait until market demand became clearer. We learned about the opportunity to secure grant support to de-risk our investment and appointed the Clive Owen grants advisory team to undertake the bid writing process on our behalf.

 

We were successful with our application, and this has allowed us to commit to the new machinery and create new jobs in the business. The support from Clive Owen allowed us to speed up the application timeline whilst our management team focussed on the business. We would recommend working with Joe Vera-Sanso and Carl Wright on all things grants.

NEG Architectural Systems Limited

Swaleview park

Swaleview Park is based in the Yorkshire Dales national park. Established in the 1940’s, we sell lodges and luxury caravans as holiday homes. We have been clients of Clive Owen LLP since 2012 – they advise on various aspects of business and finance including VAT, corporation tax, accounts, financial planning and business structure. As we grow as a company, Clive Owen are always supportive, and a company who provide a highly professional, invaluable service.

Clive Owen have been there for us – through many changing seasons. During the COVID-19 pandemic, Kevin Shotton and the team provided excellent support and advice which helped guide us towards the new season and the positive impact on the business of staycations.

Clive Owen add value by keeping us informed of the latest tax, business, and investments news, through a team of experts who always provide a rapid, honest response. We highly recommend the friendly team at Clive Owen for providing a professional, approachable, reliable service; and for guidance which has contributed to business growth.

Swaleview Park