Responsive and tailored.
All schools are different. SMS provides services tailored to your specific needs — whether that's a one-off project, regular monthly support, or cover during a difficult period.
Financial Management Services
Monthly Management Reporting
- Monthly on-site visit
- Detailed, accurate financial information
- Tailored to your school's needs
- Commitment accounting principles
Termly / Quarterly Reporting
- Termly on-site visit
- Accurate financial reporting
- Suitable for schools needing less frequent visits
Budget Planning
- Build budget plan aligned to your SDP
- Emphasis on costing staffing structure
- Long-term financial sustainability planning
Salary Monitoring & Reconciliation
- Schools spend 75–80% of funding on staffing
- Monitor and reconcile salary costs
- Payroll processing and salary statements
- Monthly pension returns
Finance Officer Support
- Processing of orders and invoices
- Accounts payable and receivable
- Bank reconciliation
- VAT returns and BACS processing
Strategic & Analytical Services
- Benchmarking
- ICFP Report
- Budget comparison tool
- Value for money analysis
Interim SBM & Finance Cover
SMS can provide Finance Manager, Finance Officer and Finance Assistant cover. All roles and responsibilities can be tailored to your needs — offering a bespoke package of support at a competitive cost. Ideal for schools with vacancies or staff absences.
More about usBusiness continuity service
Both academies and maintained schools are required to have continuity arrangements for key financial staff absence. SMS can provide that backup service — ensuring no disruption to your school's finance function.
Need immediate cover?
Call us directly to discuss options. We can often arrange support at short notice.
0208 194 5920Additional Services
Procurement Bids
- Save time on procurement process
- Cut costs and achieve best value
- Tender administration handled by SMS
Administrative Services
- Supplier administration
- Finance system administration
- Governance support and clerking
Ad Hoc Services
- Website and policy reviews
- Bid writing
- Training and audit support
Related Services

Core Finance SLA
Start with our flagship SLA — includes helpdesk, tools and 3hrs consultancy.
Learn more
SBM Recruitment
Looking to hire? We support the full recruitment process for finance and business roles.
Learn moreNot sure what you need? Talk to us.
Talk to us about your school's needs. No obligation.

