The Bourne Education Trust has a proven track record of effective financial management in all of its schools. Overseen by the Trust’s Chief Operating Officer we offer


  • Draft audit report preparation.
  • Management of TP, financial and regularity audits.
  • Preparation of individual school and trust control sheets and fund analysis.


Central services

  • Negotiation & organisation of agreed central services (currently personnel and insurance).


ESFA Financial Returns

  • Prepare all financial and budgetary returns required by the ESFA/DfE


Financial Management

  • Work with all schools to ensure they meet ‘going concern’ requirements.
  • Lead the Trust’s finance teams to ensure appropriate policies, structures and standards in place in light of new status and consolidated audit requirements. Provide training as required.


Fixed Assets


  • Central management of fixed assets and depreciation.

Fund Management

  • Ensure correct use of central funds – school contributions and improvement funds.
  • Establish an investment structure for the trust


Intercompany transactions


  • Preparation of all intercompany journals after approval.


IT support for trust finance system

  • Finance system is held on a central platform. Schools joining the trust will need to be set up on the system and have the database set up.
  • Provision of technical helpdesk support.
  • Amendments to structure of system to support school requirements.


Month end support


  • To ensure all schools follow the same procedure, month end support will be given until such time as an individual school no longer needs the support. Central review of month end data.



  • Initial and on-going finance training.
  • Provision of financial helpdesk support.


Use of  assets

  • Manage capital bids for the Trust
  • Work with school to investigate opportunities for income generation from capital assets
  • Work with schools to identify opportunities for collaboration (ICT, procurement)

VAT Returns

  • VAT returns to be carried out centrally for all schools in the trust.


If you require more information please contact Debbie Nixon, executive PA: