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.
There is no school too big, small or unique that The School Office can't support.
Director - based in Auckland
Dan is a Chartered Accountant with over a decade of experience in School specific accounting.
He spent eight years as an auditor in public practice starting with KPMG and moving onto BDO where he became Audit Manager. Throughout this time he has managed hundreds of school audits.
After leaving BDO, he worked as a contract financial accountant with companies such as Zespri, Comvita, and in local government and not-for-profits. As well as managing The School Office, he is currently involved with the Women's Cricket World Cup 2022 organising committee.
Dan has a wealth of knowledge, and is passionate about using it to help schools succeed and achieve their financial potential.
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!
Client Manager - based in the Eastern BOP
Denise has 35 years of administration and accounting experience.
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.
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.
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.
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.
Shanla also has experience with Novopay and Accounts Payable having spent 2 years as an assistant to the Finance Officer in a High School.
She is based in winterless Whangarei and looks after the majority of our Schools in the Northland region.
Client Support and Administration - based in Rotorua
Sandy brings 10 years of administration and accounting experience including 6 years in the accounts department of a Rotorua high school.
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.
Glenis Te Tamaki
Founder/ Advisor / Educator / Guru - based in Pukehina
In short, Glenis is a legend in the school accounting world. She 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.
Glenis has spent more then 30 years involved in this industry including; working as a volunteer teacher aide for ESOL students, involvement in school committees, Board of Trustees (Primary & Secondary) at the same time working as an accounts administrator for a High School Board. She has as much knowledge as any school accountant in New Zealand.
She is very passionate about supporting and educating the financial and administration staff in schools with the goal of making their work more efficient, accurate and stress-free.
Esme' du Plessis
Client Manager - based in Hamilton
Esme' has come to us from Hamilton Christian School where she was the Bursar during a period of significant growth at the School. Her experience with Xero and accounts preparation will be invaluable for us.
Esme' also holds Accounting Technician status with Chartered Accountants Australia & New Zealand.
With her recent experience in a School environment with Xero, we are really looking forward to having Esme' on board to add to our wonderful team.