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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…
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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Access Year End Training
We achieved our objectives and more during this meeting. Consultant Julie Roberts facilitated the session effectively, making the exercise straightfo…
Access Education Finace - Year end training
The Finance Year-End Training provided by Julie Roberts on 12/8/25 was well-structured and informative. Julie's understanding of financial reporting …
Julie Roberts is amazing
Julie Roberts is amazing ! She sorted out a long standing problem in double quick time and gave service above and beyond many thanks Julie.
Fantastic customer service
Dave Young is our premier account manager and goes above and beyond for his customers! He is a credit to Access!
DanniMarie Rutherford provided some…
DanniMarie Rutherford provided some great one to one training and tailored the training to the organisation and the level of support required SHe fol…
We have just implemented the Access Payroll System
We have just implemented the Access Payroll System as part of our ongoing move to using the Access Education portfolio of systems to run our schools.…
Danni Rutherford was extremely helpful
Danni Rutherford was extremely helpful, her vocal communication was precise and very clear. I left the training with a better understanding of the bu…