Finance Consultancy

CEFM offers a range of on-site consultancy, tailored to your school's specific needs. The list below outlines some of the key financial consultancies on offer. However, it is not a comprehensive list.

CEFM maintains an extensive list of consultants both directly employed and those who are independent but approved.

If you would like a quotation for a consultancy, whether listed or not, please complete the 'CEFM Finance Consultancy Quotation Request Form' below or download a PDF version here and we will send you a no obligation personalised quotation.

Consultancy options include:

  • Audit preparation;
  • Benchmarking;
  • Best value reviews;
  • Bringing services in-house;
  • Review of the schools financial procedures manual and updating if required;
  • Salary forecasting using 'what if' scenarios;
  • School fund independent review;
  • SIMS system healthcheck;
  • The tender process;
  • Three year budget plan.

 

CEFM Consultancy Quotation Request Form

School: *  
Contact Name: *  
Position: *
Phone Number: *  
Email Address: *    
Nature of Consultancy Required:
Desirable Outcomes that you
Anticipate from the Consultancy?
What has been done
in this area to date?
Where do you expect the consultant/tutor to undertake the consultancy?
Prospective dates for the consultancy (please suggest alternatives if possible):
Written report required?
Summary notes required?