Talk to the school
accounting experts.


Accounting For Schools Services

Accounting for Schools offers expert accounting and business advisory services, tailored for the education sector. Our support will give your school community full confidence when making financial decisions. You can confidently invest in additional learning resources, and capital expenditure, to benefit your students and school community.

Xero implementation

This includes setting up the Xero online accounting system, importing historical information, setting up reports, providing training for users, and provision of procedure notes.

Comprehensive monthly services

We can be actively involved with the school’s day-to-day financial decisions – including the production of the monthly board reports, and assistance with budget preparation and building projects. We can also attend the important meetings to add value and insight for the school community.

Management of annual reporting

We complete the school’s annual financial statements, and liaise with the school’s auditors, to ensure the audit process runs smoothly and statutory deadlines are met.

Ongoing support

We’ll support you not only with maintaining Xero, but also in giving general assistance with your short and long-term budgeting and planning, and answering adhoc queries to ease your mind.

Accounting for Schools Services Include:

  • Xero implementation, staff training, and ongoing support
  • Review of reporting and financial control systems
  • Monthly reporting, with plain English commentaries
  • Assistance with the budget-setting process, including creation of online templates via Google Drive
  • Management of taxation obligations, including GST return preparation
  • Maintaining fixed-asset register
  • Attending trustee meetings, when required (as agreed)
  • Ensuring compliance with Ministry of Education financial requirements
  • Preparation of annual reports and management of the audit process
  • Ongoing support, including Xero and adhoc queries

What Our Support Means for Principals, Executive Officers, and Trustees


Increased financial transparency, accurate financial position, and assistance with decision making, financial planning & budgeting.

Executive Officers

Time savings (creating time to concentrate on other duties), increased control and clarity of financial information.


Understandable financial reporting, with plain English explanations about the school’s financial position and direction.

Talk to the school accounting experts

If you want the best support to understand your financial position, want to take back control of your school’s finances, and want to plan for the future – all while using time-saving processes – then get in touch with us.

Contact us today to arrange your no-obligation quote and service proposal.

Phone: 04 909 7729


Working with schools all over New Zealand