Schools Accounting Bursarial Service
The Schools Accounting Bursarial Service provides a flexible package designed to meet the specific needs of your school (a bespoke service can also be considered).

Our specialist team of officers maintains an up-to-date knowledge of both DfE and local authority financial requirements and regulations that enables the provision of detailed, high quality financial management reports, promotes effective management of resources and reduces risk of budget deficits

How can we help you?

  • Schools may buy into a level of support that is appropriate to their needs on a tiered basis. There are 2 main aspects of the service:
    • Financial Management
    • Financial Admin Support
  • Financial Management. Supporting schools in:
    • Three year salary forecasts
    • Three year budget build/ preparation
    • Termly detailed monitoring reports including tailor made dashboards (presented to the Finance Committee if required)
  • Financial Administration. On-site visits (maximum of 3 hours), to provide support for school finance staff. Including:
    • Completion of monthly finance tasks
    • Updating and maintaining finance data held on the school financial system
    • Financial year end closure of accounts
    • Completion of the school’s Consistent Financial Reporting (CFR) return
    • Periods of finance staff absence can also be covered
  • Consultancy/ad-hoc services. The Schools Accounting team are continuing to evolve new product lines which schools may wish to purchase on an ad-hoc basis. Examples include:
    • Introduction for new SAOs/ SBMs – half day session
    • Pre Audit – half day session


The service is offered on a tiered basis to reflect the degree of support required and therefore the price payable.

Level of

Financial Management


Forms of Entry

1/ 2 FE

3+ FE



1 Star
3 Year Salary Costs

2 Star
3 Year Salary Costs;

2 Budget Monitoring Reports

3 Star
3 Year Salary Costs;

2 Budget Monitoring Reports

Budget Build/ Preparation

1 Outturn Summary

Consultancy/ Adhoc - per day

Financial Admin

2 site visits £330
6 site visits £940
12 site visits £1,840


Janet Davis
Principal Accountant - Schools
020 8921 8294