Finance Essentials v2

To see our MIS Essentials service, please click HERE

Make Statutory Returns our problem - not yours.

Compliance for your School or MAT from specialised Finance and Accountancy Consultants. Dedicated to your particular needs and only available to the education sector.

Why use our Finance Essentials service?

Our Finance Essentials service assists maintained schools and multi academy trusts (MATs). Offering a dedicated statutory returns team, SBS can act as the compliance checklist for your school or MAT.

Experts in accurate returns mapping - Receive a designated consultant to manage your returns

On call support - For school and MAT leaders, our service desk provides support by phone or email.

We'll also include budgeting software - Create time, save money and gain confidence with the leading software SBS Budgets

Judicium School Data Protection Service

Our Finance Essentials service includes:

All returns in hand

Let us meet the deadlines while you focus on income generation and improving education outcomes for your students.
For academies:
  • BFRO
  • BFR3Y
  • Land and Buildings Return
  • Academies Accounts Return
For maintained:
    • Quarters 1-3
    • CFR Return
    • Capital return
    • 3 year budget submission

Designated consultant throughout

We will appoint a designated consultant to manage your account. He/she will be an expert in this area and reasuures your school or MAT that the returns are in hand. Telephone and email advice is also available for your school team.

Unlimited telephone and email support

Our support is provided by experienced education sector financial consultants. Support is available for finance-related queries and issues with most school accounting systems including FMS, SIMS Finance, RM Finance, IRIS Financials (PS Financials), Corero, Xero and Sage. Through the use of secure remote support software we are able to access your systems (with permission) to help identify issues, provide solutions and ensure resolution.

Complimentary software

SBS Budgets is our financial planning & forecasting software for maintained schools, academies & MATs, and independents. Supported by AAT Level 3 qualified consultants.
  • Flexibility
  • True integration
  • Unrivalled support
  • MAT Reporting
  • Budget monitor
  • Time savings

Feel free to contact us at any time to discuss your school's requirements by calling
0345 222 1551 - Option 5 or email

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