The Education Sector
The academies and free school sector has grown significantly over recent years to become the most dynamic area of education. With its rapidly changing landscape and external challenges, it is crucial to select professional advisors with expertise and experience to provide you with support and advice you can rely on.
How can we help?
With a long history of providing advice to our clients in the education sector, you can rely on WR Partners to provide the specialist experience and knowledge required to not only support the academy/free school in its responsibilities to meet regulatory requirements but also in its development.
The services we provide to academies and free schools include:
Year end statutory audit
Academy Accounts Return completion
Preparation of accounts in line with the EFSA Accounts Direction and Charity SORP.
Internal Audit services to ensure you comply with all aspects of financial management, control, governance and risk management as outlined in the Academies financial handbook.
Assistance in budget forecasts
Teachers pension EYOC audits
Grant audits
Regular Industry Update Workshops
Each education establishment is different and has its own unique set of challenges, which is why here at WR Partners we tailor our services to meet your specific needs. Our experience of working with education sector clients means we can add significant insight and value to our clients.
Regular Industry Update Workshops
Our Academy workshops cover a wide range of updates including the Academy Accounts Direction (AAD) and Academies Financial Handbook (AFH) update, ESFA chart of accounts and top tips for changing system & MAT structures & taxation.
If you would like to know more do not hesitate to get in touch.
Meet the team
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Fran Johnson
Audit Partner
Fran specialises in providing high-quality audits to a wide variety of clients including owner-managed businesses, large corporate clients and academy trusts.
Email: FJohnson@wrpartners.co.uk
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Andy Malpass
Audit & Operations Partner
Andy has extensive experience in audit and the provision of internal audit services and has supported many businesses in areas such as risk management, internal control, strategy and financial planning.
Email: AMalpass@wrpartners.co.uk
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Keith Chisholm
Audit Manager
Keith joined the practice in July 2007 as an audit manager. Over his career, he has developed a specialism in the Education sector and runs all our Northwich office Academy audits as well as servicing our corporate clients. In his spare time, Keith enjoys cycling and going to the races.
Email: KChisholm@wrpartners.co.uk
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Jane Tweedie
Audit Senior Manager
Jane is a senior manager in our audit team and focuses solely on advising clients within the charity, education and not-for-profit sectors. She holds the ICAEW diploma in Charity Accounting.
Email: JTweedie@wrpartners.co.uk