Schools & academies

Taking care of more than the statutory requirements

Accounting for the education sector is a specialist area that requires expertise and deep understanding of this sector.

Our team of specialists, led by director Heather O’Driscoll and manager Louise Baker, are equipped with the most up to date knowledge and information in relation to current legislation and developments within your sector, and will make it their mission to work with you to help make your school or academy a success.

Our specialist team, work with independent schools, and standalone or multi-academy trust clients, helping with a range of needs.

For instance, we can prepare your statutory financial statements, carry out statutory audits, grants audits, regularity audits, as well as accountant’s reports on your teachers’ pension scheme.

We can also provide assistance to ensure your annual report, and for academies, your statements of governance and regularity and proprietary are fully compliant.

We do more than simple compliance work, though, for instance, we can provide advice on becoming and developing a multi-academy trust, accounting systems and controls, and compliance with the financial handbook. And, of course, we will provide specialist tax advice including on VAT, academy VAT refunds and reclaims.

We’ll tailor our services to best suit your needs, working directly alongside you in relation to your statutory requirements, whilst providing a range of added value services and strategic advice.

Contact us to learn more or if you have any questions.

Hopefully we’ve piqued your interest?

We’re a really friendly bunch and would love to hear from you.

Get in touch to arrange a no obligation meeting and we can have a chat about your future needs.

“We have worked with Heather and the Waltons team from our conversion to an academy in 2013. Providing advice to the Board, Head Teacher and Finance Team, we have developed a strong supportive partnership.”

Alison Lazenby | Executive Head Teacher | Cleves Cross Learning Trust

Find out what our clients say about us.

Cloud accounting software

Quickbooks logo

Quickbooks

We are qualified QBO ProAdvisers.

Read more >

Freeagent logo

Freeagent

We are FreeAgent Gold providers.

Read more >

Xero

With similarities to QBO, Xero has a number of apps available.

Read more >

Sage logo

Sage

A favourite of our larger clients and cloud products are available too.

Read more >

Quickbooks logo
Sage
Xero
Freeagent logo