Monthly Management Accounts Checklist
The same steps, the same order, the same deadline every month: the routine that turns a school's bookkeeping into a board-ready management accounts pack.
The Bursar's Handbook · Checklists
Checklists
Simple, repeatable tools for the recurring jobs in a bursar's office - run them the same way every time and nothing slips.
Termly School Administration Checklist
Three times a year, the same jobs need doing in a school office: term fees, board documents, parent communication and handovers. A plain-language checklist for every term.
ChecklistChecklists
For parents
Preparing for the New School Year as a Parent: Fees Checklist
The money side of the new school year in one list: check the fee schedule, plan the budget, choose an instalment plan, set up payment and keep the records that avoid surprises.
Audit Pack Checklist: What to Hand Your Auditor
The specific documents and schedules the auditor asks for, prepared once and handed over together: trial balance, reconciliations, asset register, confirmations and board minutes.
Quarterly Financial Controls Checklist for the Bursar's Office
A once-a-term check that the guardrails are still in place: bank accounts, signatories, dormant accounts, supplier checks and access reviews.
Annual Compliance Checklist for Independent Schools
A once-a-year walkthrough of the compliance obligations that live in the bursar's office: registration, tax, employer duties, records, governance and data protection.
Year-End & Audit Readiness Checklist
A year-end is only painful when you leave it to the last week. The full checklist to close the year cleanly and hand your auditor a file that asks no questions.
The Weekly School Fee Collection Checklist
The weekly routine that keeps fee collection on track between month ends: reminders, reconciliations, orphan payments and follow-up, in one repeatable list.
A New Bursar's First 90 Days Checklist
The first 90 days in a new bursar's office set the tone for everything after. A practical checklist of what to learn, fix and lock in before the new term starts.
Start-of-Year Fee Setup Checklist
Getting fees right before the year starts saves a whole year of chasing. A step-by-step checklist to set, approve, publish and activate your fee structure on time.