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Julie Roberts is outstanding (A*)! She really knows the system and resolved my issue in under an hour. I had been waiting for this to be sorted since…
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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Friendly and well-paced training
I was given a thorough introduction to the Access Finance system by Julie, who is clearly not just knowledgeable about the system itself, but has a v…
I recently attended a system training…
I recently attended a system training session ran by Julie Roberts, and it was excellent from start to finish. The trainer demonstrated a deep unders…
Access Finance Central Bank Training
I had Central Bank Training delivered from Julie Roberts on Teams in August, and then a follow up meeting in October to see how I was getting on. On …
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…
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…