Supporting the education sector
The Academies team at Carpenter Box can help your school make the most of the opportunity that being an Academy brings. We can share our understanding and knowledge of the sector to provide a tailored service that works for your school.
Carpenter Box has a broad experience in the education field. Our extensive expertise in the areas of accounts, audit and financial governance in the not for profit sector means that you will not be paying us to reinvent wheels for you. As part of our service we also provide newsletters and training to finance staff and governors to help them understand their roles and make the transition.
Whether you are considering converting to academy status, looking to merge or just want new advice, we can guide you through the process from start to finish.
The Carpenter Box Academies team has achieved accreditation with PS Financials, the market leading academies accounting software. This means we are fully trained on the capabilities of the software and enables us to support academies even more with their reporting requirements.
“We are delighted with the service we have already received from the team at Carpenter Box. They have provided us with excellent advice, guidance and support through the unfamiliar processes required of a newly converted academy. The team are always at the end of the phone or email and the support provided to our Business Manager has been amazing and so incredibly prompt. We do not know how we would have survived the year without them!”
Mandy Williams, Headteacher, Downview Primary School
How we can help:
- The conversion process and due diligence for potential MAT mergers
- Statutory Audit
- Academy accounts returns
- Management accounts
- Teachers’ Pension Scheme audit
- Payroll services
- VAT advice
- Budgeting and cash flow forecasting/management
- Review and advice on the chart of accounts
- Internal audit training (the “Responsible Office” role)
- Trading company set up
- Process advice