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
  • Teacher pension EYOC audits
  • Grant audits
  • Internal Audit services

We also support academies with:

  • Budget forecast preparation
  • Management accounting and reporting
  • 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 & Commercial 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

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

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’s career journey spans over three decades, marked by her dedication to serving charitable organisations and educational institutions.

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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:

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