Academy Accountants

WR Partners provides specialist accounting, audit and financial advisory services for academy trusts and free schools.

Our experienced academy accountants help education providers manage their financial responsibilities, meet regulatory requirements and plan confidently for the future. From statutory audits and accounts returns to financial reporting, governance and VAT, we offer practical advice tailored to the education sector.

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Specialist Accountants for Academy Trusts and Free Schools

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.

Academy Trust Audits

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 audit services we provide to academies and free schools include:

  • Year-end statutory audit
  • Teacher pension EOYC audits
  • Grant audits
  • Internal Audit services

Financial Reporting for Academies

  • Academy Accounts Return completion
  • Preparation of accounts in line with the ESFA Accounts Direction and Charity SORP
  • Budget forecast preparation
  • Management accounting and reporting

VAT and Financial Governance for Academy Trusts

  • Guidance in governance and financial risk management
  • Review of financial systems and controls
  • Taxation and VAT
  • Regular industry update workshops
  • Trust growth, including due diligence and integration
  • Academy conversion support

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.

Training and workshops for academies

Our Academy workshops cover a wide range of updates including the Academy Accounts Direction (AAD) and Academies Financial Handbook (AFH) update, the 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.

Academies Team

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.

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Andy Malpass

Andy Malpass

Audit Partner & Director of Operations

Andy has extensive experience in audit and the provision of internal audit services. Joining WR Partners over 18 years ago, Andy Malpass leads our operational activity.

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Alex Riley

Alex Riley

Audit Director

Alex is an accomplished Audit Director with a rich history at WR Partners, where he has been a valuable asset since 2013.  

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Jane Tweedie

Senior Audit Manager

Jane Tweedie, FCA, is a highly experienced Chartered Accountant with over 30 years’ dedication to the not-for-profit sector, specialising in charities and education.

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Get in Touch

We love meeting new, exciting businesses. Get in touch with our team to see how we could enhance and protect your financial position.

Or if you’d prefer to speak to someone directly just give us a call on: 08000 664 664 or email: [email protected].

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Want to talk to someone?

For new enquires, give us a call on
08000 664 664

Email us on
[email protected]

Contact credit control on:
01743 273 220
[email protected]

WR Partners office locations
Shrewsbury
Nantwich
Northwich
Newtown

We are a leading firm of accountants, auditors, and tax specialists who help businesses protect their wealth and generate profit.