Please click on the links below to access template policies, designed for academies.
– Financial Regulations (Multi Academy Trust)
– Reserves (single academy)
– Reserves (multi academy trust)
Useful Financial Management Tools for Academies
Year End Preparation
Useful Documents for Academies
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 firstname.lastname@example.org.
Alternatively, SBM Services can set up the management account template for you. Please contact email@example.com for details.
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.