Education Sector – Independent Schools

The Education sector are facing more challenges than ever before from increased competition. These challenges range from fee pressures, ensuring public benefit duties are being fulfilled, to enhancing cash flow for investment in the future of the school.

These challenges bring with them various questions and strategies for schools to consider. It is therefore paramount that they choose a advisor with all the relevant skills, qualifications, experience and who can act as a sounding board when required.

MHA Broomfield Alexander can not only help by providing assistance on the accounting and audit issues affecting independent schools, but also through our valued added services, of which we deliver to the highest standard.

Our team are highly skilled and are trained to deal with the specialist areas surrounding the education sector. We work with a wide range of independent schools all of whom are provided with a tailored approach to suit their needs and the type of organisation they operate under.

Our specialist team of accountants work in the education sector providing the following services:

  • Audit and accountancy services
  • Governance reviews
  • Governor training covering both financial and non financial aspects
  • Specialist VAT advice
  • Gift Aid advice
  • Advice on structure and planning the future
  • Budgeting, forecasting and cash flow analysis
  • Employment issues including employee benefits, pension schemes and taxation of individuals.
  • Bursary procedures
  • Financial procedures and internal controls

Meet the team

MHA Broomfield Alexander are the leading not for profit accountants in Wales and our advisors are not only experts in their respective fields such as audit, tax and accountancy, but also have in-depth specialist sector know-how.

Our not for profit team for Cardiff, Newport, Swansea and Monmouth is headed by Sarah Case, who works closely with the team across Audit, Business Services and Tax, 4 members of which have been awarded the ICAEW Diploma in Charity Accounting.

Not for Profit Team lead – Sarah Case, [email protected]

[email protected]

029 2054 9939 | 01633 265828 | 01792 790444 | 01600712171

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