In a recent poll carried out during the SBS Spending Review briefing, 30% of schools and Trusts are not expecting to have a balanced budget for 2025/26.
Is now the time to evaluate your finance and budgeting processes for efficiencies?
Our SBS Financial Planner gives finance leaders the tools to manage Trust budgets with confidence. Designed with MAT CFOs, it replaces spreadsheets with a centralised system that makes edits easy across multiple schools, delivers Trust-wide reporting at every level, and integrates with Sage Intacct, Xero for Education, Iris Financials and Iplicit to automate data flow, syncing actuals and commitments.
Learn more about SBS Financial Planner
But it’s not just about planning ahead, day-to-day finance processes need to run smoothly too. That’s where our Finance Consultancy Packages come in. Delivered through our managed accounts service, our team of experienced consultants can step in to handle everything from month-end and year-end to reconciliations and reporting, giving you the confidence that your accounts are in safe hands. Our team can take on as much or as little as you need, freeing up your staff to focus on strategic priorities.
Explore our Finance Consultancy Service
Together, these services give you clarity, consistency, and efficiency across your school or Trust’s finances.