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Finance, legal and estates

For schools joining our Trust we offer a core package of services, which includes:

  • statutory financial annual accounts (consolidation and production with external accountants, including fees)
  • support in preparing for year-end accounts process
  • internal and external audit
  • DFE/EFA financial returns
  • strategic financial planning
  • installation fee and training on HCSS accounting software and HCSS budgeting software
  • bank account management, purchasing cards and online banking
  • strategic Trust central procurement
  • statutory legal services
  • finance policies, procedures and templates
  • VAT return.

An enhanced package of services is available which includes:

  • payroll
  • pensions processing and reporting
  • school insurances, risk management and health and safety
  • estates management
  • asset management planning for Local Governing Bodies
  • budget monitoring and forecasting
  • month end management
  • funding bids
  • enhanced legal services, including in-depth advice
  • additional staff training
  • adhoc advice
  • annual fees for HCSS finance and budgeting software.