Academies & Education

Specialists in the Education Sector

We have specialist staff who are dedicated to servicing our education clients. We work with primary, secondary and special schools, constituted as single school Academies or Multi-Academy Trusts. Our portfolio has enabled us to develop an in-depth knowledge of accounting and broader issues associated with Educational Institute and this is particularly pertinent in the current environment where changing accounting regulation and legislation has significantly increased the technical requirements.

We tailor our support to the requirements of the specific school and expertise already in place, ensuring a support package which is appropriate, effective and efficient.  The range of support and advice provided to converter schools includes:

  • Overview guidance to conversion
  • Director/Trustee and Governor responsibilities guidance and briefings
  • Risk Management and Governance procedures
  • Assistance with budget setting and funding agreements
  • Accounting systems selection and chart of accounts set-up
  • Establishing financial systems and controls and authorisation processes
  • Transaction processing and management reporting disciplines
  • Taxation and VAT advice


Converting to an Academy

Our client base covers a wide range of organisations including the following:

  •     Academies
  •     School funds;
  •     Independent Schools; and
  •     Specialist Education Colleges.


We support schools through the Academy conversion process and beyond.

Providing a service tailored to the specific requirements of each school, we offer a hands-on approach to supporting Business Managers, Head Teachers and Governors. Conversion Services and Support

We have extensive knowledge and experience of guiding schools through the conversion process and are well placed to advise on the key requirements and the “do’s and don’ts” of conversion.

Sensitive to the needs of individual schools and keenly aware of the uncertainty and challenges that conversion brings, we provide clear and practical guidance and reassurance each step of the way.  This support is provided through a mixture of on-site instruction and training, telephone support and the provision of easy to use guides and checklists.


Post Conversion Support

Our support does not end once the conversion is complete. We are able to utilise our knowledge and understanding of your Academy to provide ongoing support in areas which include:

  • General advice and strategic support  
  • Support in integrating additional schools into Multi-Academy Trusts
  • Financial procedures and controls implementation
  • Assistance with external reporting compliance (Year-end statutory accounts preparation and audit; Annual EFA Accounts Return & Teachers' Pension returns and audit)
  • Taxation and VAT advice
  • School Funds
  • Extended External Audit Checks
  • Internal Audit Checks

To find out more about our services, please contact one of our team or alternatively email:

Staff that specialise in this area

View all Staff
  • Andy
  • Charlotte Allsopp
  • Jane Tweedie profile

Request a call-back

I understand that the information that I have submitted will be held by Whittingham Riddell to enable us to fulfil your request. To understand how we use your data, please see our Privacy Policy
(If you're a human, don't change the following field)
Your first name.
(If you're a human, don't change the following field)
Your first name.

Latest Academies & Education News