Who we Are?

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Rupert Jones Finance Ltd is a company based in the South east of England, that has been formed to offer custom made financial services to schools and other educational establishments.

Our expert tailor made services ensure that every client receives optimal services unique to their particular needs. Our reliable, experienced and friendly consultants provide a service that places schools and educational establishments at the centre of everything we do.

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Service Packages

We offer a varied range of Financial Service Packages in accordance to your individual requirements.

For full details and deliverables please feel free to contact us

Level 4 Financial responsibilities Plus

Level 3 & Policy Advise, scenario planning reports, guidance on year end process, set up new financial year on system, Community account audit, Schools Financial Value Standard advice.

Level 3 Financial responsibilities

Level 2 & Benchmarking, scenario planning, training to pre agreed parameters (accounting/management accounts)

Level 2 Financial management

Level 1 plus & Consistent Financial Report (CFR) year end, Reports for Governors, Attendance at governors, Local Authority Returns (school to specify)

Level 1 Plus

Systems of internal financial control

Level 1 basic & Suspense clearance, payroll reconciliations, staff cost analysis, commitments, periodical forecasts

Level 1 Basic

  • Budget setting - Financial considerations and follow up monitoring.
  • Budget setting, Budget Monitoring, Forecasts, support, cash flow for the year

Helpdesk Service

Provision of help desk facility including remote log in. 1 Single visit.

Bespoke Service Package

We can put together a Financial Service package to suit your requirements. Consistent Financial Report (CFR) Yearend Statutory returns. Primary Schools Secondary Schools Academies Consistent Financial Report (CFR) Yearend Statutory returns.

Consistent Financial Report (CFR) Yearend Statutory returns.

**Please note all visits are 3.5 hours (half day)

 
 
Its now coming up to autumn and traditionally financially for schools this is where you need to know where you are going with your budget. Decisions now will affect the year end out come. Yes of course you can continue forecasting on the basis you always achieve a surplus. But we can go one better by producing a robust out turn, quicker, faster and cheaper than many companies charge.
 
 
Why should you call Rupert Jones Finance And no one else!
 
1. Be aware of the “BAIT-N-SWITCH”! Many “cheap” school financial consultants unfortunately put a bad light on our entire profession by using the bait-n-switch advertising and sales tactics.. like advertising ridiculously low prices per consultation but then making everything an additional cost: or offering one job at a low price and then increased costs for the rest. WE HAVE BEEN SERVING THE PUBLIC SECTOR FOR OVER 15 YEARS, WITH 6 YEARS EXPERIENCE IN SCHOOLS...HAVE WORKED WITH OVER 30 SCHOOLS EARNING OUTSTANDING REPUTATION FOR VALUE FOR MONEY AND EFFICENCY ON A DAILY BASIS......no sneaky sales tricks, no hidden charges or surprise costs.
 
2. ALL SCHOOL CONSULANTS ARE NOT THE SAME. For instance figures can be produced which at the time of discussion completely make same sense but after the visit will not. WE USE ONLY THE HIGHEST QUALIFIED PROFESSIONALS TOGETHER WITH THE REVOLUTIONALY TRAFFIC LIGHT FORECASTING SYSTEM AND FOLLOW UP REPORT HIGHLIGHTING RISKS AND EFFICIENCIES WHICH HAS BEEN USED FOR PRESENTATIONS TO GOVERNORS, SENIOR LEADERSHIP AND THE LOCAL AUTHORITY.
 
3. RIGHT NOW we are offering a NEW CUSTOMER SPECIAL that will NOT repeat this winter season. Book one half day FREE training. Thats right. We will come to your school and produce a forecast for FREE once you book a training session or vice verser. TWO FOR THE PRICE OF ONE!
 
4. “OUR” NEW FORECAST” DOUBLE GURANTEE. If you are not AMAZED!! At the difference, at the new forescast and data after we have finished.....If your colleagues don’t ask”who did your finances”........ at your request we will visit again FREE.
 
5. WE USE TRAINED, SKILLED TECHNICIANS – not kids, not data entry clerks, not un skilled part timers. Who do you want in your school? Our consultants are neatly and professionally attired, polite and courteous, fast and efficient but also painstakingly thorough.
 
6. WE ARE VERY PRICE COMPETITIVE. We survey competitors termly ... we even have competitors come out to OUR schools from time to time, to price shop then evaluate their performance. This is how we know that while we not the absolute “cheapest” ( and would not want to do things necessary to be the cheapest!), we are far from expensive... overall, we are “right on” competitive with most companies even though none match up with our quality, range of services, knowledge, expertise and guarantee.
 
HERE’S WHAT TO DO NEXT:
To schedule A FREE SCHOOL VISIT & PRICE QUOTE” and or renewal, contingent on your approval of quote, call 0203 137 9335 between 8am -5pm monday to Friday and speak to Ken OR FOR MORE INFORMATION and free articles visit our website www.rupertjonesfinance.co.uk and go to members area.