Our Services

School Accounts

Helpful School Financial Services

School Accounts Ltd can help you with the following areas of service:

General Accounting (doing the accounts),

Reporting (feedback on the accounts),

Training (develop the accounts staff), and

Annual Workpapers (reconcile the accounts).

Our Standard Services

General Ledger
Management Reports
Annual Report
Budget Support
Fixed Assets Support
Project Accounting

School Accounts

What are your pain points in School Finances right now?

  • Is it the annual report process?
  • The skill levels of your accounts or data entry staff?
  • The quality of financial board reports?
  • Maybe just the level of service and relationship with your current provider.

If you have been thinking about a change of service, we are letting you know of another option – School Accounts Ltd. Read on to see what we can do for you…

Financial Audit

Data Management

Our general ledger control provides you with services such as cashflow, bank reconciliation, bill payments, transaction reviews, GST returns, and support & training.

It is like having a virtual accounts staff who doesn’t take up desk space!

We work efficiently in the background to keep your accounts up to date.

School Accounts

Accounting Services

Our general accounting provides you with monthly or regular Board and management reports, budget and fixed assets support, project accounting, and a seamless annuals process.

Choose from a range of services to release your business manager to get on with on-the-ground tasks crucial to running a fabulous school.

Xero Specialist

Our skills in report building and staff training in Xero have become two sought after services in recent years.

We can build custom Board Financial Reports for your Business Manager or School Executive Officer to use monthly or annually. Or we can come and train your accounts staff to ensure they are using Xero to its full potential.

Read More…

Our Specialist Services

Xero Conversion
Xero Training
Add Ons Training
Fixed Asset Review
Process Review
Tidy Me Up
Payroll

School Accounts

Our specialist services cover innovative or one off procedures, such as Xero conversion, Xero training, Process Reviews, Fixed Asset reviews, Tidy Up service, Payroll, and Add Ons training.

We work with you to provide a customised package, tailored to your needs.

Review Services

Tax Return Service

Processes Review – We ‘follow the dollar’ both from an accounts payable and accounts receivable point of view and let you know if there are any processes that can be practicably improved to benefit the school. This includes handling of locally raised funds.

Xero Review – We take a look at how internal staff are using Xero and provide feedback and training if relevant (and keep it fun!).

Specialist Review – Whether it is your budget, fixed assets, cyclical maintenance or school building projects, we can help.