How We Can Help

SBM Financial Services can help with:

• Setting your budget, and updating it as priorities change
• Budget monitoring, and reporting to headteachers, governors and the LA
• Payroll monitoring and other finance tasks
• Supporting full use of the SAP system
• Maintaining staff and pupil databases in SIMS
• Resources and support for audit and FMSiS
• Sourcing additional funding
• Absence cover for key staff

NEW Fundraising Service: We can now help you source and apply for funding for projects from a variety of organisations. Our trained bursars can help you:

1. Write bids which will maximise your chances of success, and then
2. Pursue the funds on your behalf, or
3. Guide your school through the process.

Contact us for details.

Why choose us?

Looking after the finances is a very important part of running a school. It can also be time-consuming and complex. SBM Financial Services offers an independent and affordable service for schools, which can be tailored to suit your needs. Once a week or once a year – you choose the level of support you require. Our speciality is advising and supporting Heads and Governors in strategic financial management, budget setting, and budget monitoring. We can also deal with routine financial and other matters, and offer short term cover for the absence of key finance staff in school.

All our bursars are highly skilled. They have many years’ experience in the field of school finance and administration. They have worked in OCC’s Schools Finance Team, and/or worked as bursars and finance managers in both primary and secondary schools. Their experience is backed by professional and degree level qualifications in accountancy, finance and management. We also offer support from a qualified School Business Manager for other areas of work, on a short- or long-term basis.

What are the advantages of using our service?

• We work very quickly and efficiently because we are specialists in what we do
• We have worked with a wide range of schools over a long period of time. Whatever financial challenges you are facing - we have probably seen them before and can advise you how best to approach them.
• You can use as much or as little of our time as you need.
• We change our hours to suit your circumstances.
• All the risks and costs associated with employing staff directly are met by us.
• We cover issues such as absence, insurance and holiday pay
• We work as a team, creating a powerful information-sharing network across Oxfordshire, whilst maintaining absolute confidentiality for every school

To discuss your school's particular requirements, do please contact us.

You can reach us by telephone on 01865 376823.

Alternatively, you can email us at: office @sbm-finance.co.uk. The initial consultation is free of charge and without obligation.