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Training and Consultancy Services

Our training and consultancy services empower school leaders, business managers, and finance teams with the knowledge and tools needed to maintain strong financial governance.

At TEF we provide practical, hands-on support tailored to your school’s unique needs, ensuring compliance, efficiency, and sustainability.

Financial Training Workshops

Budgeting and Forecasting Skills: Support staff with techniques for accurate planning and scenario analysis.

Compliance and Audit Readiness: Train teams on internal controls, statutory requirements, and audit preparation.

Grant Application and Funding Strategies: Practical guidance on identifying and securing additional funding streams.

Financial Reporting Interpretation: Assist leaders to understand management accounts, KPIs, and dashboards for informed decision-making.

Ongoing Consultancy Support

  • Policy and Process Reviews: Regular assessments of financial policies and internal controls.
  • Strategic Financial Advice: Support for medium and long-term financial planning aligned with school improvement goals.
  • Risk Management: Identify financial risks early and implement mitigation strategies.
  • On Demand Expert Support: Responsive advice for complex queries, compliance issues, or urgent financial decisions.

Tools and Resources

Templates for budgeting, reconciliations, and compliance checklists.

KPI dashboards and reporting frameworks.

“How-to” guides embedded into day-to-day processes.

BESPOKE FINANCIAL SERVICES

We are able to offer bespoke services which are tailored to your requirements and are provided at a competitive discounted rate.

Every school’s financial needs are unique. Let's discuss how we can support yours.
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