Our finance services for schools, trusts and MATs

When you need support with your financial processes, strategy, capacity or recruitment, we can help. We provide a highly tailorable, value-for-money accounting and financial advisory service to suit your needs and budget.

Our finance services for schools, trusts and MATs

When you need support with your financial processes, strategy, capacity or recruitment, we can help. We provide a highly tailorable, value-for-money accounting and financial advisory service to suit your needs and budget.

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You could save on employee costs by outsourcing to us for your transactional or strategic work. We’re completely flexible: we’re here for what you need, for as long as you need.

Our finance services will help you to navigate and keep up with the complex financial regulations and requirements within an ever-changing education landscape. EPM’s finance specialists understand the unique challenges that multi-academy trusts face, and all have academy-specific knowledge to support our clients thoroughly. They have worked for many years at a senior level in a range of complex organisations, from schools and trusts to higher education and the private sector.

The team includes chartered accountants, accounting technicians and DfE-accredited school resource management advisers (SRMAs), of which there are only 150 in the country. So you can be sure that you’re working with accredited finance experts when it comes to managing your finances.

 

Our education finance services offer expert support

Choosing EPM offers you a wide range of advisory services to help effectively manage your school finances. From help with budgeting, forecasting, and financial reporting to the more complex issues such as mergers and acquisitions, due diligence, and funding applications, we’re here to help. We can even provide interim support to cover while you recruit to your own finance team and, once you’ve recruited, we can mentor your new hires to ensure they get up to speed quickly and effectively so that you’re armed with a team of qualified and competent individuals.

As we understand the unique qualities of every multi-academy trust, we offer a completely flexible service to match.

  • Our finance team can support you, whatever the challenge, whether it’s for a one-off project or ongoing advisory services
  • We provide a high-quality personalised service to every client
  • We get to know you and your unique needs to tailor solutions that help you achieve your financial goals.

How can we help you

Get a free consultation

Our financial services

services

Finance support

Our finance support for schools, trusts and MATs includes your day-to-day transactional work and accounting cycles, or more strategic support for your CFO.
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services

Due diligence

Are you planning big changes? Our due diligence service will analyse the financial implications, helping you manage risk and make the right decisions.
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services

Interim finance support

If you’re struggling with gaps due to departures, maternity leave, sickness or transfers, we offer high-quality support for absences in your finance team.
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services

Finance support

Our finance support for schools, trusts and MATs includes your day-to-day transactional work and accounting cycles, or more strategic support for your CFO.
Read more

services

Due diligence

Are you planning big changes? Our due diligence service will analyse the financial implications, helping you manage risk and make the right decisions.
Read more

services

Finance support

Our finance support for schools, trusts and MATs includes your day-to-day transactional work and accounting cycles, or more strategic support for your CFO.
Read more
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