top of page
A presentation at the office_edited.jpg

All Things Financial
for Schools

Its what we do

Services: Welcome

Our Services

We can tailor our services to meet your needs, as and when you need it.

Annual Accounts

Preparation of Annual Financial Statements

  • An online submission portal where you can upload relevant documents as they arise, avoiding the rush in February & March.

  • Xero Workpapers designed specifically for schools and ease of audit process which provide reconciliation of all key items.

  • Financial Statements in MOE format (Kiwi Park) delivered on time to auditors to meet statutory deadlines.

Liaison with Auditors

  • Experienced auditors on our team to translate the "audit-speak".

  • Prompt and professional management of any audit queries.

  • Undertake audit adjustments "on time, every time" in conjunction with client schools.

Processing & Monthly reporting

Processing, Reporting & Budgets

  • Flexibility to be as hands-on or hands-off as required.

  • Assistance with Hubdoc/Xero input and bill payments.

  • Transaction review for correct accounting.

  • Customisable monthly reporting for the board with commentary outlining key points of focus and review of progress against budget(s).

  • GST reconciliation and review

  • Assistance with and/or review of budget setting process.

Other financial services

  • Review of your financial position and performance including commentary on available funds.

  • Review of implementation of auditor recommendations.

  • Financial procedure review including assistance with development of systems and processes.

Training & educating

Board Consultation

We are able to provide the below items either in person or via Zoom/Teams/Google Meet.

Board training in:

  • General financial literacy.

  • Key aspects of board reports.

  • Financial decision making for big ticket projects.

  • Governance vs. Management

  • Statutory responsibilities, financial or otherwise.

  • Other aspects as requested.

Finance team training

This can be provided in a 1-to-1 environment or as a regional group where additional knowledge is shared.

  • In any of our tools - Xero, Hubdoc, ApprovalMax & Trax.

  • Integration of SMS systems into Xero.

  • Day-to-day and month-end reconciliation requirements using Xero.

  • End of year preparation process for Financial Statements.

  • Other aspects as requested.

All those extra things

Chart of Accounts

  • Chart of Accounts design & implementation (specific to Schools using Xero).

  • Review of report codes fit into pre-set Xero report layouts.

Xero report design and development

  • For specific board, principal or HOD requirements.

  • To assist with monthly reconciliations and system checks.

Implementation of Xero Tracking for HOD and Activity Reporting

  • Design and implementation of Xero tracking (reduces number of Xero codes).

  • Through Trax, instant one-touch emailed reports can be created for HOD's on request without data manipulation.

Services: Services

Tools WE use to make YOUR life easier

xero gold partner.png


Online accounting software

- See your finances in real-time in one place.

- Balance the books with a click

- Minimise your paper

- Automate your processes

- Save time and stop chasing payments



Your online filing cabinet and bill processing system

Bills/Invoices are emailed, scanned or uploaded directly into Hubdoc. It extracts key information from your receipts, invoices and bills.

 - No more data entry

 - No more filing invoices

 - Go Paperless


Approval Max

Online tool for review and approval of bills

- Done easily with multi-step and multi-role approvals

- Transparency and control throughout the approval process

- Approval audit report is attached to transactions in Xero (auditors love this!)

- Stay Paperless


Trax - our own tailor made app

HOD/Departmental reporting with a couple of clicks

- Reports are created using tracking categories and tracking budgets in Xero

- Trax allows HOD reports to be emailed out direct to HOD's. No manipulation required

- Reports can be downloaded in excel and PDF for review at any time

Services: Services

Contact us now for a no obligation, no cost discussion.

Thanks for submitting!

Services: Contact
bottom of page