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Finance Training/Support
As always, Julie works through our training needs with great knowledge of the Access finance system and, importantly, an understanding of Accountancy…
School financial year-end: everything you need to know
This hub is your essential resource for navigating the critical financial periods in educational institutions. Designed for finance officers, school administrators, and academy trust managers, our hub provides everything you need to prepare for financial month-end, year-end and be audit-ready. Browse the resources for handy checklists, guides and expert insights.
Resources for all educational establishments
Guide
Year-end accounts: Presenting accounts to your governors or directors
Checklist
Month-end accounts: Task reminders to improve your month-end processes
Guide
Month-end accounts: Monthly processes to help improve your school or trust's finances
On-demand webinar
How to prepare your school for financial year-end
On-demand webinar
Streamline your finances and get ahead of your audits
Resources for MATs & academies
Guide
Year-end accounts: How to wrap up the end of the financial year effectively
Checklist
Year-end accounts: checklist for academies
Guide
Audits: Preparing academy accounts for auditors
Guide
Streamline audit season with our helpful guide
Confidently manage your education finances and save money
More than just great school finance software
We are dedicated to providing our customers with award-winning implementation and support to help them get the most out of their software.
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Based on
4,970 reviews
Experience with Consultant Julie…
Experience with Consultant Julie Roberts - Julie has been amazing in her support with our Academy's transition to the DfE Chart of Accounts. Julie i…
New user Training session
We had a new user Training session with Julie Roberts which was excellent. Julie is really knowledgeable and delivery of the training was really clea…
Who knew that year end training could…
Who knew that year end training could be so informative when delivered by such an experienced trainer as Julie Roberts that is what you get. Her und…
Super support as always
Super support as always
Excellent Support from Julie Roberts
Julie has been incredibly helpful—her guidance was clear, prompt, and very informative. Response times were impressively quick, and her support made …
Julie Roberts Training
Just completed Access training with Julie Roberts, and I can't speak highly enough of her. Julie's thorough explanations of Access's functions, parti…
Access Year End Training
We achieved our objectives and more during this meeting. Consultant Julie Roberts facilitated the session effectively, making the exercise straightfo…