Expert finance support,
tailored to your school.

Beyond the Core SLA, SMS offers a comprehensive range of consultancy services — from monthly financial reporting to interim SBM cover. All services are bespoke, responsive and competitively priced with travel and expenses included.

All Year

Helpdesk access

3 Hours

Consultancy included

6

Finance platforms

Free

Tools included

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 us

Business 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 5920

Additional 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 more

SMS Training

Upskill your team with our SBM essentials, finance system training and more.

Learn more

Not sure what you need? Talk to us.

Talk to us about your school's needs. No obligation.

Empowering schools with expertise, insight and integrity.