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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Your School is in Good Hands

Rupert Jones Finance Ltd tailor services to meet the individual needs of your school, whether you require Cover for Sickness/Governors or full bursarial support, a wide range of services can be purchased on a hourly, daily, monthly or annual basis.

We can offer the following services below and are happy to discuss the unique needs of your particular school.

Mr. John Anderson Administrative Accounting Assistant

Services

Governance

The overall planning, development and strategic management of the school is the governing bodies responsibility. We at Rupert Jones Finance Ltd understand the complexities of determining the guiding principles setting out the remit for the school to operate in and make decisions. We have a range of services on this particular subject which can help the school meet its objectives.

  • Planning Annual Budget
  • Licensed Deficit
  • Recovery Plan
  • Multi year Budget
  • Balance Claw back mechanism
  • Project work
  • Budget Training

Budget Planning & Setting

A good financial plan and management are critical parts of putting together a budget plan and setting the budget. We offer a range of services to help the schools maintain feasible plans and start the year on a good footing. Remember it is better to start slow and steady and than fast and incorrect.

  • Planning Annual Budget
  • Licensed Deficit
  • Recovery Plan
  • Multi year Budget
  • Balance Claw back mechanism
  • Project work
  • Budget Training

Year End

Year end is often a stress full and busy time for most. Why take on the stress yourselves. we can provide the following services.

  • Accruals
  • Closedown
  • CFR Mapping
  • CFR reconciliation
  • CFR submission

Schools Finance Service

We offer a full range of services. We will tailor our services to your needs

  • Financial Management Support

Monitoring and Reconciliation

Core part of Finance is the effective monitoring of Budgets. Careful monitoring averts any future problems allowing for remedial actions to be taken swiftly. We offer the following in this particular area.

  • Budget Monitoring
  • Forecast/year end projection
  • Forecasting - traffic light system
  • Income/Expenditure projection
  • Budget Monitoring report Set Up
  • Forecasting tool Set Up & management
  • Forecasting - traffic light system
  • Full reconciliation in Consistent Financial Reporting Format (CFR)
  • Petty cash Accounts
  • Personnel