The SBM Toolkit

The SBM Toolkit is a one stop library of resources to support busy school business managers in delivering quality finance and support services.

This ever growing library of tools and resources includes:

  • Staff salary cost calculators
  • Budget planning and forward financial forecasting tools
  • Monthly accounting tool
  • Management accounts template
  • Trading accounts tool
  • Year end preparation tool
  • Staff absence management tool
  • Facilities and IT work management tool
  • GDPR compliance resources
  • General guidance, forms, checklists and policies
  • Pre and post academy conversion support
  • Ask the SBM Expert – helpdesk

The SBM Toolkit is available as an annual subscription.  Visit for more information.