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.
Understanding your needs in education
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.
Specialist academy and education finance expertise
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.
Why education providers choose us
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
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.
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.
