You are here:

  • Cash flow forecasts: guidance for academies Learn how to manage cash flow as an SBM. Find out what to include in your monthly forecasts to help you monitor and report income and expenditure. Use a template from the ISBL and get tips for filling out cash flow templates.
  • Charging for school premises: lettings Generate income for your school by letting your school premises. Learn how to set your costs and where to turn for advice on VAT.
  • Monthly financial management for academies Get to grips with what you need to prepare and do when it comes to monthly budget monitoring reports for academy trusts.
  • Procedures for keeping track of money in school How can schools keep track of money? We look at guidance from the Audit Commission on financial controls. We also relay advice from one of our associate experts on how to keep track of incoming cash, and guidance from another of our experts on petty cash management.
  • Returns required from academies Find out what data and returns you must submit and by when.
  • Rules for off-payroll workers (IR35 rules) UpdatedThe off-payroll working rules changed on 6 April 2021. Understand what the new rules are and how they might affect the way you pay for services from a worker with an intermediary.
  • Voluntary funds: what can they be used for? What can a voluntary school fund be used for? We highlight guidelines from the Charity Commission and a local authority on the use of voluntary funds. We also look at an example of how a school uses its voluntary fund and relay advice from the Institute of School Business Leadership (ISBL).