- Policies
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Useful Financial Management Tools for Local Authority Schools
– Competitive Quotation Summary
– Example Benchmarking Report for Governors
– Finance Committee Proposed Agenda Schedule
– Insufficient Funds Order Request Process
– Letter to Suppliers – Request Bank Details for BACS payments
– Monthly Timetable of Accounting Processes
– Purchase Card Reconciliation Form
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Management Accounts
SBM Services has developed a comprehensive set of template management accounts that can be tailored to meet the needs of your academy and it’s governing body. An example set of management accounts are provided below.
If you would like a copy of the template so that you can set it up for your own school setting then please contact info@sbmservices.co.uk.
Alternatively, SBM Services can set up the management account template for you. Please contact info@sbmservices.co.uk for details.
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Fixed Asset Register
The template fixed asset register is available below. This allows you to set the template up yourself to meet the needs of your own school setting.