UHY Ross Brooke Chartered Accountants

Academy schools

Accountants for Academy Schools

Whether you are thinking of converting to Academy status or have already done so, we understand the complexities involved and that independence from your Local Authority may require enhanced internal controls for your school’s finances.

Caroline Webster - Partner - UHY Ross Brooke Accountants Abingdon
Caroline Webster – Charity & Academy audits

Our Academies and Charities team is headed by Caroline Webster, who has over 25 years experience in the education and charities sector. She has acted as an audit partner and adviser to many Multi-Academy Trusts which have undergone considerable change and growth under her guidance. Caroline’s experience ranges from MATs of 18 schools to stand alone organisations, advising on their specific requirements for academy accounts and ESFA reporting. She is aware of the importance of ensuring that Management Letters give clear and constructive advice, and that growing Trusts have the support they need from all their professional advisers.

As well as having considerable experience at Board and Trustee level, Caroline has worked with audit committees to devise programmes of work for the internal audit of academy schools. Her pragmatic approach takes into account the regulatory environment within which academies and other schools operate, as well as the current pressures on funding and resources.

Our experienced team has the capacity to ensure that both the ESFA and statutory deadlines are met. We work with you to make sure your audit does not disrupt your own team, while focussing our approach on the areas of risk. We are also able to carry out interim work over the summer, if that suits you.

Accountancy services for Academy Schools & Trusts

  • Preparation of statutory audit and year end accounts
  • ESFA financial health checks
  • Internal audit – design of control procedures and internal audit reviews
  • Tax matters – VAT advice, Corporation Tax consultancy for trading companies
  • Employee taxes – PAYE and National Insurance – consultancy, planning and reviews
  • Payroll services
  • Advice and assistance with accounting systems
  • Regular updates on changes affecting the education sector
  • Guidance on appropriate management reporting
  • Advice on use of trading subsidiaries

Downloads

What our clients say

If we did not convince you, maybe a few words from our customers will!

Thank you for the wonderful service that you provide to the trust. Dean Blunden has been extremely helpful, knowledgeable, with a genuine desire to support our service in the best way possible – a real pleasure to work with! Emma Simmonds has also been a delight to work with – professional and helpful with a “nothing is too much trouble” attitude.

I feel that moving to you was the best decision we have made!

St Lukes Trust (Berkshire)

5/5

Highly professional and efficient

Ross Brooke helped me set up my business and have provided accountancy services ever since. They are highly professional and efficient, and have given me good advice and service over the years. I recommended my son to use them when he needed the services of an accountant.

Peter Jay

5/5

5 star review accountant

Positive: Professionalism, Quality,
Responsiveness, Value
As Interim Director of Finance at an SEN MAT, I very much appreciate the support of Cara at Ross Brookes, in respect of professional advice, practical advice and solutions focused. Cara is very good at engaging and responding quickly but thoughtfully.

Melissa H

5/5

Talk to us

Newbury: 01635 555666
Abingdon: 01235 251252
Swindon: 01793 610008
Hungerford: 01488 682546