Academy accounts workshop

17 May 2023 • Audit and Assurance • Charity and Not-For-Profit Audit • Insight

Our Academy Accounts Workshop is your go-to resource for mastering year-end academy accounts preparation.

This comprehensive five-part video series for academies and schools provides a thorough overview of academy financial reporting, accounts preparation, audit requirements, and the use of Buzzacott's specialised Excel templates for preparing statutory accounts. Presented by experts from our Charity and Not-for-Profit team, the series ensures that viewers gain the critical knowledge needed to effectively prepare their academy's accounts.


Reporting framework, the annual report and financial statements – part one

Presented by Katharine Patel - Partner

  • Introduction to the reporting framework

  • The annual report: key elements

  • The trustees’ report

  • Governance statement

  • Regularity, propriety and compliance statement


Reporting framework, the annual report and financial statements – part two

Presented by Katharine Patel - Partner

  • Statement of Financial Activities

  • Balance sheet

  • Accounting policies

  • Notes to the accounts


Accounts preparation

Presented by Alison Pyle - Director

  • Year end preparation

  • Preparing statutory accounts

  • Year end analysis

  • Examples of fund accounting

  • Funds by school

  • Financial statement disclosures

  • AAR information


Audit requirements

Presented by Matthew Hrycaiczuk - Associate Director

  • Audit opinions

  • Information required for the audit

  • Regularity, propriety and compliance

  • Self-assessment checklist

  • Reserves


Academy accounts Excel template

Presented by Gumayel Miah - Partner

  • Introduction into academy accounts excel template

  • Why use our template

  • Other benefits

  • Guide to using our template

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