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Our Accounting Family

Our team has over three decades in the school environment with experience internally as Executive Officers and BOT representatives and externally as Auditors and Accountants. 

We work alongside Secondary, Intermediate, Area, and Primary Schools which are diverse in location, roll size, decile and services required.

No school is too big, small, or distinct for The School Office to support.  Let us be your trusted partner in navigating the educational landscape.

Director - based in Auckland and Tauranga

Dan is a Chartered Accountant with over a decade of specialized experience in school-specific accounting.

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He spent eight years as an auditor at KPMG and BDO, where he rose to the position of Audit Manager and successfully managed hundreds of school audits.   His diverse background includes contract financial accounting roles with notable companies like Zespri and Comvita, as well as contributions to local government and not-for-profits.

 

Passionate about empowering schools to reach their financial potential, Dan is dedicated to sharing his extensive knowledge for their success.

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Client Manager - based in Papamoa

Karina is a Chartered Accountant with an extensive background in accounting, auditing, and administration. 
She spent six years in a Tauranga-based audit team, heavily involved in school audits before moving to a role as a practice manager in the Auckland CBD. She spent thirteen years as an accountant here gaining a wide range of experience in advisory, tax and financial reporting.
Karina has strengths in the development and implementation of new systems and processes as well as considerable knowledge of legislative compliance. 
He waka eke noa!

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Client Manager - based in the Eastern BOP

Denise has 35 years of administration and accounting experience.

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She spent 10 years as an Executive Officer at a large high school so she really does know what goes on in a school and how schools operate.

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She is is a certified Xero advisor and our problem solver in many areas and needs to be as she runs our support email Tuesday to Friday assisting our family of schools with any issues that arise.

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She is our guru when it comes to the Xero workpapers we use for our accounts preparation and also reviews the Kiwipark template annually to create our master version.

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Client Manager - based in Whangarei

Shanla has 30 years experience in administration and accounting. 

She has spent more than 15 years working with schools, providing administration and accounting support, work she has found thoroughly enjoyable and very rewarding.

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Shanla also has experience with Novopay and Accounts Payable having spent 2 years as an assistant to the Finance Officer in a High School.

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She is based in winterless Whangarei and looks after the majority of our Schools in the Northland region.

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Client Support and Administration - based in Rotorua

Sandy brings 13 years of administration and accounting experience including 6 years in the accounts department of a Rotorua high school.

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Amongst the varied roles Sandy performs for The School Office, is advising and educating School's in setting up the Xero Partner Apps -  HubDoc and ApprovalMax. She works closely with the ApprovalMax team who often use The School Office as benchmarks.

 

These Xero Partner Apps are all designed to create efficiencies in a school's finance department. Having worked in a school she knows first-hand the benefits of these Apps, all of which have been extra beneficial in the current uncertain environment we face with COVID lockdowns.

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Client Manager - Based in Taupo

Ann, originally from Wellington, has made Taupo her home for over 30 years. With 44 years of accounting and administration experience, she has dedicated 34 of those years to working within schools.

 

Before joining the school office, Ann served as an Executive Officer at a primary school. She has extensive experience with Edpay, having utilized it since its inception in 2012, and was an approved Ministry of Education adviser for Novopay.

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Glenis Te Tamaki

Founder

Glenis started The School Office in 2013 when she saw that the future of school accounting services lay in using cloud-based Xero and its associated apps.

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