Strategic and expert financial support services for Academies, MATs and Schools
With the ever-increasing pressure of boosting pupil numbers and delivering high-quality education with tightening budgets, our team have developed a number of services to support you in the way that suits you best.
We can offer any level of financial service from strategic, director level guidance or assisting in-house finance teams with their current processes. At Romero we understand that each educational setting is completely different, and it’s differences are what make it unique.
Because of this, we have developed our offering to be catered entirely based on the needs of the school. You can build your own bespoke financial support package and remain fully confident that the service will be delivered with the highest level of financial expertise.
Choose from, or elements of:
Company Secretary
- Preparing agendas and taking minutes at board meetings or AGM's
- Maintaining statutory records with Companies House
- Monitoring changes in legislation and taking appropriate action to update policies where necessary
Compliance
- Ensuring all statutory policies are in place updated in-line with legislation when necessary
- Business Continuity Planning (Disaster Recovery)
- Ensuring a considered Risk Register is in place and updated accordingly
Financial and Management Accounting Services
As part of our Financial and Management Accounting services, you can choose the services you need and build a bespoke package around that. If you’d like to discuss building a bespoke package or have any queries, we would encourage you to contact us directly.
- Full Accounting System Set-up
- VAT Returns
- DFE/ESFA Returns
- Cash Flow Monitoring
- Financial Management Reports
- Budgets
- Sales Invoices
- Fixed Asset and Depreciation
- Processing Purchase Orders
- Processing Invoices
- Processing Journals
- Processing Payment Runs
- Processing Cash and Bank Transactions
- Prepayment and Accruals
- Bad Debt Provisions
- Payroll Journals
- Bank Account and Balance Sheet Reconciliations
- Expenses Processing
- External Audit
- Year-End Processing
- - Audit Deliverables
- - Year-End Account Work
- - Management Letter Points
Who is this service for?
Our bespoke service options are suitable for primary, secondary schools and MATs. We can support schools who already have a Finance Officer, schools who have a Finance Assistant or schools that do not have finance staff in-post. To enquire, or for more information, contact us today.