Managed Service
for Finance & Business

Need support with day-to-day school finances?

Ideal for schools, academies and MATs, our Managed Service for Finance & Business provides peace of mind that day-to-day operations are managed by a strong, experienced team.


Benefits of a Managed Service

  • Flexibility to grow with you
  • Frees up school staff to develop in other areas
  • Drives efficiencies, compliance and sustainability

Why use SBS?

  • Our Managed Service packages are designed to be flexible, efficient and cost-effective
  • We have a large experienced team consisting of Chief Financial Officers, Business Managers and Finance Assistants
  • We are adept in, and up-to-date with the latest school accounting and budgeting packages, including FMS, PS Financials, RM Education and Sage

How it works – Managed Service journey

1. Consultation and workshop

2. Setup

  • Agree chart of accounts
  • Paperless workflow system
  • Establish authorised signatories

3. Day-to-day financial operations

  • Processing of orders and invoices
  • Transactional processing
  • Processing of journal entries
  • Bank reconciliation
  • Monthly housekeeping
  • Regular liaison between SBS and school

4. Scheduled customer satisfaction reviews


Contact us today at sales@schoolbusinessservices.co.uk or call 0345 222 1551 • Option 5 for more information.


“The SBS project team are easy to work with and clearly shared our joint vision on creating a seamless, end-to-end service to support our schools efficiently with their finance and ordering needs.

The positive attitudes, combined with extensive system and commercial experience, of the team undertaking the processing ensures a robust process benefiting our staff and our suppliers.”

David Bond – Financial Controller, Lion Academy Trust

Click here to contact us today!

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