Management Accounting Support Service

The Academies Financial Handbook 2018 specifies that academies MUST prepare management accounts each month without exception and as part of your regularity audit, auditors will be checking that you have 12 sets of management accounts for the financial period.

To support academy trusts in ensuring they are compliant we are offering a range of support services to meet differing requirements and budgets.  Please find attached details of the 4 levels of support that we are able to provide.  Prices for each of level of support are available on application.


Inaugural Business and Professional Development Event

SBM Services Ltd in partnership with the highly renowned Nickii Messer (All the Geese) and the newly formed ‘Essex Association of School Business Management’ are pleased to launch their inaugural Business and Professional Development Event.  Aimed at school business staff, headteachers, trustees and governors this event provides a combination of education finance & governance updates, personal development training and networking opportunities delivered by school business management experts and provides an alternative to other local financing networking sessions.

This first event will also be the official launch of the newly formed regional networking group ‘Essex Association of School Business Management’.

The Business and Professional Development Event will be a termly occurrence with the agenda driven by delegates and their development requirements.  We will run the same session at two easy to access locations in Essex (Colchester and Margaretting) so delegates will have the opportunity to choose the date and location that will be most convenient for them.

The cost is just £120 per delegate for this full day event. Please book your place here.  Places are limited so book early to avoid disappointment!

Business and Professional Development Event – Event Programme November 2018

Business and Professional Development Event Speaker Profile


Celebrating 5 years of SBM Services Ltd

SBM Services Ltd are thrilled to have celebrated their 5 year anniversary this week!  Celebrate with us and sign up to the SBM Toolkit now for a special anniversary offer of £395 for a 12 month subscription (MAT packages vary).


GDPR Support Service

With the introduction of the new General Data Protection Regulations (GDPR) coming next year which will see the greatest update of data protection legislation since the Data Protection Act 1998, schools will be starting to think about the challenges that face them in ensuring they are compliant ready for May 2018.

Following client demand, we are pleased to announce the launch of our own GDPR support service.  Please click here for more information or email info@sbmservice.co.uk to request further details.


‘Customer Perception; does it matter in schools?’

One area of marketing in schools that seems to be given the least attention is customer relationship management; a subject that often gets associated with organisations that are set out to make a profit. So is customer relationship management important in a school environment?  Read Justine Berkeley’s thoughts on this in a recent blog piece for NASBM; ‘Customer Perception . Does it matter in schools?’.


‘The Recruitment Rut’

With recruitment becoming increasingly challenging, alternative approaches to finding the best staff for your school is essential; Justine Berkeley recently wrote a blog article for NASBM looking at the ‘Recruitment Rut’, giving practical tips about how to make sure your recruitment process stands out from the rest.  Click here to read more.


National Launch of ‘SBM Toolkit’

Our ‘SBM Toolkit’ has now been officially launched nationally.  The ‘SBM Toolkit’ is packed full of resources and support to help busy school business managers. To find out more information about the ‘SBM Toolkit’ please click here.  A short presentation showing some of the tools in action is also available to view here.


MD, Justine Berkeley, involved in national professional development.

Justine Berkeley, MD of SBM Services Ltd, is regularly invited to lead workshops or to be a key note speaker due to her wealth of knowledge and experience, but also because of her natural ability to put people at ease and to breakdown complex subject matters into manageable, understandable material.#

Justine is due to be at the following events over the next few months:

  • The Key’s “Recruiting & Retaining Teachers” Conference, 19th January 2016
  • NASBM regional training “Survive & Thrive”, 20th & 27th January and 8th February 2016
  • Regional training in Sussex to an academy trust, “Time Management” and “Difficult Situations”, 12th February 2016
  • Regional training in Surrey to a group of special schools “Office Services”, 29th February 2016
  • WASBM reional training “Solving Problems” and “Demonstrating Impact & Reporting Back to Governors”, 4th March 2016

If you are interested in booking Justine Berkeley for your own event (be that a conference or training for an inset day) then please contact Jo Chatt at info@sbmservices.co.uk .  To see Justine in action, please see her presentation on ‘Drafting & Approving the Budget’ and ‘Marketing Your School’.