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) Year end Statutory returns.
- Primary Schools Secondary Schools Academies Consistent Financial Report (CFR)
- Year end Statutory returns.
- Consistent Financial Report (CFR) Year end 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.
