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.


SIMS Accredited
The Managed Service for Finance & Business is an SBS Offsite innovation

“The SBS Finance Managed Service team have been supporting us since September 2018. They give us peace of mind of sustainable operations by handling all purchasing processing as well as liaising with our suppliers on our behalf.

This enables our team to focus on the strategic direction of the academy. SBS is on hand throughout the year and we have found them to be efficient, knowledgeable and professional in their approach.”

Mark Dale-Emberton – Headteacher, Charlton Park Academy

SIMS Accredited
See our full Finance & Business support

Click here to contact us today!

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