Our Services

Practical support. Stronger schools.

Services

Budgeting & Financial Planning

We work alongside school leadership and boards to develop practical, sustainable financial plans that support educational priorities while maintaining long-term financial stability.

Budget Development

Assistance with annual budget preparation
Multi-year financial forecasting
Review and refinement of draft budgets
Alignment of budgets with strategic and annual plans

Financial Forecasting & Advice

Cashflow forecasting and monitoring
Scenario planning for staffing, roll changes, and major projects
Financial modelling to support significant decisions
Analysis of funding, reserves, and available resources

Financial Sustainability

Long-term financial planning
Support with capital and property projects
Funding and grant planning
Advice on financial priorities and resource allocation

Financial Management & Reporting

We provide flexible financial support to help schools maintain accurate records, strengthen processes, and gain meaningful insight into their financial position.

Processing & Administration Support

Xero and Hubdoc support
Accounts payable and receivable assistance
Transaction review and coding
GST reconciliation and review
Month-end financial processes

Reporting & Financial Review

Customised monthly financial reporting
Financial performance analysis
Commentary on key trends and areas requiring attention
Review of financial procedures and controls
Recommendations to improve systems and processes

Annual Accounts & Audit Support

Preparing annual financial statements can be complex and time-sensitive. We support schools through the year-end process to ensure accurate, compliant, and efficient reporting.

Annual Financial Statements

Online document submission process
Xero workpapers designed specifically for schools
Reconciliation of key financial statement balances
Ministry of Education-compliant financial statements (Kiwi Park format)
Preparation and delivery of documentation to auditors

Audit Support

Translation of technical audit requirements into practical actions
Management of audit queries
Coordination of audit adjustments
Communication between schools and auditors

Governance Support & Advisory

Strong governance enables schools to make informed decisions and effectively manage their financial responsibilities.

We support boards and school leaders by providing clear financial guidance and practical advice.

Governance Support

Understanding governance versus management responsibilities
Financial oversight and accountability
Board reporting and financial interpretation
Financial risk management
Compliance and statutory obligations

Advisory Services

Support with financial decision-making
Review of financial controls and policies
Development of financial procedures
Advice on major projects and significant expenditure decisions

Audit-and-Governance

Budgeting-and-Finance

Training & Capability Building

We provide practical training designed to strengthen the confidence and capability of boards, principals, finance teams, and school administrators.

Training can be delivered one-to-one or through regional group sessions that encourage shared learning and best practice in person, online via Zoom, Teams, or Google Meet.

Board Training

Financial literacy for governance teams
Understanding financial reports
Financial decision-making
Governance versus management
Statutory responsibilities
Training tailored to your board’s needs

Finance Team Training

Xero
Hubdoc
ApprovalMax
Trax
School management system integration
Month-end reconciliation processes
End-of-year financial preparation
Systems and process improvement

Outsourced Business Management & Continuity Support

Schools can experience unexpected staffing changes, recruitment challenges, and periods of increased workload.

We provide experienced business management support to maintain continuity and keep operations running smoothly.

Support can include:

Temporary Business Manager relief
Ongoing outsourced business management
Leadership and strategic support
Recruitment and transition support
Staff mentoring and capability development
Manage employee pay, leave, allowances, staff changes, and payroll relief cover through Edpay payroll system.
Procurement support
Property administration
Compliance support
Board reporting

Whether you need short-term assistance or a complete outsourced solution, we can provide flexible support tailored to your school.

Training-and-Outsourcing

Tools WE use to make YOUR life easier

HOD/Departmental Reporting

Reports are generated using tracking categories and budgets in Xero.
Trax enables HOD reports to be sent directly to HODs without any further adjustments needed.
Reports can be downloaded in Excel and PDF formats for anytime review.