- Trust to Trust
- Financial Efficiency, Planning and Management
- Financial Planning
- Service Description
Our experienced team will provide support and training to help you create an annual budget and 3/5 year plan reflective of the current funding landscape and your expenditure assumptions. Our expertise, gained from working in a large MAT dealing with multiple local authorities, means we can work with you to build a budget based upon robust and relevant assumptions.
Our core offering is the delivery of the annual budget and 3/5 year plans. However, in addition we can provide the following additional services:
- A Benchmarking Analysis, to compare your key metrics against those in the sector
- A Cash Flow Forecasting model, which can then be incorporated into your monthly processes
- Financial Recovery Planning, to prepare scenarios and identify recovery options
These services are provided by our Financial Management Team, predominantly Miles Charlton, with support from the Finance Director, Eddie Pearce.
Cost of Package