Academies and Schools Wishing to Convert

• Setting up / incorporation of company limited by guarantee
• Confirm charity commission exemptions / HMRC tax exemptions
• Funding and grants / business plans
• Year end Accounts in line with Charity SORP and Academies Financial Handbook requirements
• Statutory secretarial services (proactive filing of accounts and returns)
• Audit / Independent Examination
• Advice on regulators’ rules / Directors’ responsibilities
• Tax rules / trading limits and tax free opportunities
• Gift aid guidance and claims
• VAT rules / planning / savings on major projects
• VAT free products and methods
• Financial systems / structure and controls
• Accounting system installation, support and 1-1 training
• Computerised / Manual book keeping and VAT returns
• Payroll bureau and advice
• School funding and grants / business plans
• Advice on Academy regulators’ rules / Directors’ responsibilities

… and instant access all year round to your dedicated Partner-led team!