CFO and Finance Support for Schools in Birmingham

One of our most popular services, we understand finance in MATs and have several members of the team who have worked as CFOs for over 20 years. Whether you need us to parachute in to fill a resources gap, help with recruitment or work on a short-term basis to ensure compliance and planning around finance, we can help.

We bring in the most relevant expertise and knowledge solutions for your organisation’s financial planning needs. For school finance support in Birmingham, Keystone Knowledge is a leading choice for navigating the nuances of the education finance landscape.

Need a detailed view on finance? Our experts have all been previous CFO’s in MATs and can support you to get the best outcomes. We also offer consultancy services for bespoke trust projects. 

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CFO and Finance Support for Schools

Bespoke Consultancy for Schools in Birmingham

At Keystone Knowledge, we’re proud to offer a comprehensive range of solutions for a wide range of school and MAT financial matters. You can count on us for support with school finance in North London, with our services and guidance allowing schools and MATs to be better equipped to make well-informed financial decisions.

As experienced school professionals, our consultancy service in North London are meticulous and strategic. 

Our School and Multi-Academy Trust Financial Support in Birmingham

Outsourcing of Financial Roles

 
For the interim or long-term, for leadership or a support role, the financial experts at Keystone Knowledge are ready to step into an internal role within your finance team. Our experts also mentor and train your newly appointed Finance Director or CFO to ensure a seamless and hiccup-free transition into their responsibilities. 

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We offer support for liaising with the ESFA and other external bodies and provide advice and consultation for decoding ESFA reports, reviews and addressing queries.

Internal Scrutiny & Assurance


MATs need to have an internal scrutiny programme and a thorough process in place to keep their financial transactions, controls, systems, and risks in check, ensuring compliance with the Academy Trusts Handbook.

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Through Keystone Knowledge’s internal financial audits, your Trust can meet all these necessary responsibilities and stay in line with the ESFA norms. Our bespoke solutions ensure all relevant checks are undertaken in adherence with your Trust’s internal scrutiny process. You can count on our team of education finance specialists with expertise in finance, HR, IT, and Governance to collaborate with your team and identify, manage and report a full-fledged understanding of various risk categories.

Day-to-Day Financial Management



With Keystone Knowledge as your support partner, you can troubleshoot any immediate fiscal issues, tackle monthly reconciliations, manage cash flows and oversee trading accounts. 

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We ensure transparency and prompt accountability through parameter-rich accurate reports at every month's end to headteachers, governors, and trustees.

Budget Construction & Financial Planning


Keystone Knowledge assists schools and MATs in crafting near-accurate budgets and creating future-proof financial plans. Using our guidance based on solid figures and well-informed decisions, the leadership in education institutions can confidently present optimal forecasts to all stakeholders. 

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We also offer our expert assistance in preparing your MAT or school’s statutory annual returns, statutory accounts, BFR and BFRO. Helping you streamline processes and reach financial and organisational goals puts your school in a competitive position. 

Dedicated Helpline Support

 

As your financial partner, your educational institution receives tailor-made and hands-on services from a financial expert from Keystone Knowledge. Whether remote or on-site support, we ensure seamless and swift resolutions to your immediate issues. Our extensive team of support personnel are ready to answer your queries swiftly through our advice on-call helpdesk. 

Qualified Domain Experts

 

Keystone Knowledge has a team of experts with valuable experience and domain expertise in all education finance matters. Through them, we offer expert management of school finances, budgeting, and execution. Our team of experts help educational institutions reduce their risk of statutory requirement violations and failed audit processes.

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As a school leader or a MAT trustee, when you partner with Keystone Knowledge, you can rest assured your school’s finances are in capable hands. Handled by highly experienced education finance professionals, we are here to provide Multi Academy Trust financial support in Birmingham, let’s talk! 

ICFP Strategy & Advice

 

We have an experienced team of education finance professionals, who have the in-depth know-how of the Integrated Curriculum and Financial Planning (ICFP) process. Through this process, we help you optimise your financial plan to design the best possible curriculum for your school’s pupils.

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With a deep review and understanding of your school’s current curriculum, staff strength and finances, we design a 3 to 5-year plan that aligns with your educational institution's financial and educational goals.

Training & Development

 

At Keystone Knowledge, we believe in empowering your finance staff, headteachers and heads of staff with comprehensive training in various financial processes and best education finance practices. 

We also ensure financial continuity by bridging any gaps in employment and facilitating the stability of operations.

CFO and Finance Support

We also offer consultancy services for bespoke trust projects.

What makes us different?

  • We have current CFO’s that have 20+ years of working within schools and are Qualified Accountants.
  • We can offer all levels of support from recruiting your next CFO to guiding and developing the skills of new or existing CFO’s.
  • We have become thought leaders in the sector and will bring a best practice view and have developed great relationships with several Auditors.
  • We are experienced schools professionals.
  • We are already familiar with many of the key finance systems include PS Financials, Access, IMP etc.

What to expect:

Expert advice and leadership for your finance function.
Compliance to the requirements of the Academies Trust Handbook.
Interim CFO support whilst you fill your skills gap.
Understanding the needs of the Executive and your Board.
Strategic and ICFP advice.
We can support you to recruit the right new CFO for your school or trust.
Contact us now to get your individual quote:  Get Started

Find out more about the levels and types of support that we can offer to you

You may also need:

Due Diligence

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New schools looking to join your trust? Our due-diligence audit takes the stress out of identifying and categorising risks and gives you the answers.

Internal Scrutiny

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We provide comprehensive advice on improvement for both financial and non-financial controls all from our experience as school professionals.

HR Services

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Worried about keeping up with the latest employment legislation and HR best practice? Our school HR professionals can provide 3 levels of advice and support to keep you on top of your HR.

Keystone Knowledge

Registered Office: Nightingale Way, Etwall, Derbyshire DE65 6RT

Keystone Knowledge is a Registered Company in England, no. 12092122

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