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Financial Services

Why choose us?

Financial services tailored to your needs – ensuring resources are aligned to organisational priorities.

We work collaboratively with nurseries, Schools / Settings, Trusts and LAs across the region to provide high-quality financial advice that complements your in-house operations.

Through targeted support, expert guidance, and rigorous quality assurance, we will help you maintain excellence in financial management and deliver the best possible education outcomes.

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“Timely and reliable budget preparation helped us with forecasting and aligned with strategic decision making!”

Headteacher

“Our Finance Partner has supported us through a really challenging period, and we welcomed that ‘external sense check’ that ensured we were exploring all options available.”

School Business Manager

Why choose our SLA?

We provide Leaders with the tools, insight, and confidence to plan sustainably and make informed decisions.

  • Cost-effective, affordable, and sustainable financial planning
  • Timely, reliable budget preparation and forecasting
  • Remain compliant & manage resources efficiently
  • Stay well-positioned to respond to funding changes and explore income generation.

Explore our SLA 

From £5,900 +VAT per setting
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Services & Support Packages

Online Course

Nurseries /Extended Provision SLA

Nurseries can focus their visits on bespoke needs.

  • Cost-effective, affordable, and sustainable financial planning
  • Help ensure the best possible outcomes for our youngest children
  • Timely and reliable budget preparation and forecasting 
  • Assists leaders in ensuring efficient and effective use of staff and resources
  • Clarity on current and future financial standing
  • Options include Nursery/Extended Provision, System Support, Budget Monitoring & Children's Centre System Support.

Explore our SLA

From £3,680 +VAT per setting
Online Course

MAT/SAT SLA

Trusts can focus their visits on bespoke needs.

  • Cost-effective, affordable, and sustainable financial planning & benchmarking
  • Assists leaders in ensuring efficient and effective use of staff and resources
  • Clarity on current and future financial standing
  • Internal Scrutiny, including risk identification, continuous monitoring, control evaluation & testing
  • Confidence that system checks and support are in place to provide an up-to-date forecasting position.

Explore our SLA

From £3,410 +VAT (Plus £1,705 per setting)

Planning & Returns

Financial services bespoke to your needs.

  • Financial Benchmarking allows you to compare & improve overall efficiency, reduce costs and identify possible saving strategies
  • Financial Planning and Recovery determines strategic ways to save money, identify cost savings and prioritise spending 
  • Cash Flow Forecasts plan expenditure over time and help identify possible future cash-flow issues
  • SFVS Support for completing the SFVS return and ensuring that you meet the basic standards necessary to achieve a good level of financial health
  • ICFP enables schools to plan the best curriculum for pupils with the funding available.

All available with or without our Finance SLA.

From £270 +VAT per half day.

On-site Support

Intensive or additional visits tailored to your needs.

  • System support is suitable for settings where short-term cover is needed, including ordering, invoicing, managing income, or bank reconciliation
  • Review & implement structures help identify old cost centre structures and delete unused cost centres and/or ledger links
  • System training for new staff to use your financial management system
  • Internal Scrutiny provides independent assurance to the Board relating to effective oversight and monitoring of internal controls as well as risk management procedures.

All available with or without our Finance SLA.

From £270 +VAT per half day.

Templates & Toolkits

Resources to support you in planning and forecasting. 

  • Nursery Room Register enables nurseries to calculate their FTE for use with the Business Plan
  • Nursery Fees Template enables the calculation of weekly fees for each child and the ability to monitor fees due and paid
  • Nursery Business Planning Toolkit is a planning tool that enables the setting to produce a 5-year business plan.

Available with or without our Finance SLA.

From £280 +VAT

Get In Touch

If you are interested in any of our products or services and would like to know more about how we can help your setting, please use our contact form.

Address
SIL 
Second Floor
Liverpool Innovation Park (LIP)
Edge Lane
L7 9NJ

Email [email protected]
Telephone 0151 233 3901


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