What does the service offer?

Qualified and experienced finance advisers who provide a comprehensive range of financial advice and support tailored to schools’ individual leadership and financial management needs. The service offers a combination of personal and virtual visits, individual and group training, and local office-based support via phone and e-mail. 

The EFS team can help your school 

Operational finance

  • Support with day-to-day operational finance activities.

Managing your budget

  • Support, advice and guidance to help you manage your budget effectively.

Financial compliance

  • Guidance for on ensuring compliance with relevant financial regulations.

Strategic finance

  • Support with longer term financial planning, benchmarking and school financial efficiency.

Online and telephone support

  • Email and telephone access to the finance team via named finance adviser
  • Dedicated customer website.
  • First-line finance query handling
  • Central customer support team email efs.help@hants.gov.uk and telephone 01962 847549.

Training and development

  • Finance induction programme for new starters.
  • IBC self service finance system training for new school finance staff and headteachers.
  • Virtual briefings to school administration staff on the latest developments in education finance and other useful information.
  • Regular hints and tips newsletters.

Budget planning software

  • Schools are provided with budget planning software to support their budget planning and forecasting. Short, medium, or long-term financial forecasts can be produced for the school governors to approve.

Budget setting

  • Budget surgery face-to-face session or remote support.
  • Advice on producing a balanced budget.
  • Development and maintenance of budget planning tool.

Budget monitoring

  • Budget monitoring visits either face-to-face or remote support.
  • Review of budget monitoring.
  • Payroll reconciliation review.

Locum support

  • Supporting schools with transactional finance and budgetary support in the absence of school finance staff with financial responsibilities.

Targeted and preventative support (identified schools)

  • Strategic challenge, support, and advice.
  • Action planning.

Key benefits to the school

  • Dedicated finance advisers based in Oxfordshire who understand and respond to individual school’s needs.
  • Advice and support on operational and strategic financial management.
  • Easy access to the finance team access via email and telephone.
  • Maintenance of accurate and up-to-date financial records.
  • Focused approach for schools that need extra support.
  • Support in fulfilling statutory obligations/returns and facilitating good practice to meet annual requirements.
  • Compliance with regulations set out by Oxfordshire County Council.


Current pricing for traded services is available