• Want to set your Budget as quickly as possible?
• Want a Budgeting tool that is easy and accurate?
• Need support in setting the yearly budget?
• We can help you……..
• We’ve made Budget Planning Easy!
• Our Budget Planning Service includes:
• One to one dedicated Budget Meetings.
• Pre-populated Cost Planner Software.
• Uniquely designed EFS Cost Planner incorporating the latest Payroll information.
• Our ‘At a Glance’ Page gives an excellent overview of the three year Budget Projection.
• Can create various ‘What if’ scenarios for Strategic Planning and Restructuring Projects.
• Features Governors Summary and Authorisation page.
• Call us now for more information or to arrange an onsite demonstration.

• Planning and presenting the Annual Budget is essential for the monitoring of Income & Expenditure. The DFES and Local Government are encouraging schools to think ahead, and in the future schools will have to return a three-year budget plan.
• The budget planning software that E F Solutions supports has been geared towards multiple year budgeting, this will enable schools to ascertain whether the School Development Plan (SDP) is sustainable in the longer term.
• The EFS Cost Planner will enable the user to plan and present the Annual Budget in a user friendly format. It has been developed to encompass all the areas of budgeting, allowing you to provide concise and accurate calculations for all staffing groups inclusive of employer on-cost and inflation. It will simultaneously create the budget in Consistent Financial Reporting (CFR) format to assist with benchmarking.
• There is scope to incorporate various income streams (from the LEA and external Grants). We also have the facility to monitor actual staffing expenditure against budget.
• One to two visits are dedicated to Budget Setting and can be arranged with our Finance Support Officers.
• Please note that the terms of EFS Cost Planner Service Agreement operate from 1^st January to 31^st December. This is to incorporate the crucial time required (January-March) to plan for the new financial year.
• ☺ Plotting budget scenarios has never been easier!
• ☺ Responding to change quickly!
• ☺ Discuss budgeting scenarios with an experienced officer!
• ☺ Step by step easy to follow process!
• ☺ Program easily transportable!
• ☺ Use the Program for the whole year!
• ☺ Track staffing cost on a regular basis!
• The EFS Budget Planner has been developed to encompass all the areas of budgeting, allowing you to provide concise and accurate calculations for all staffing groups inclusive of employer on-costs and inflation. It will simultaneously create the budget in Consistent Financial Reporting (CFR) format to assists with benchmarking.
• 3 year detailed budgeting tool.
• Budget completed within hours (not days).
• At a glance 3 year projection plan
• Easily transportable, save on USB with ease
• No waiting for downloads, click and save.
• Including the new conditions for single status.
• Simultaneously converts to CFR format and locally budgeted areas
• Detailed staffing cost for 3 years
• Complete costing for all areas of the budget
• LEA and external funding catered for
• Earmarked funding can be budgeted separately (Standard Funds & Emag)
• All pension and national insurance cost can be adjusted individually
• Quick and simple excel sheets, no additional skill needed.

Need help?

Please use our quick enquiry form below and we will be in touch to assist you