Managing the school finances is made so much easier because we use Education Services Ltd. They provide monthly Financial Management Reports that enable you and your Board of Trustees to monitor the income and expenditure for each month, track spending against the budget, note items of significance and compare actual available funds against budgeted available funds. These reports are set out so they are easy to understand - no accounting skills necessary!
ESL also provides ‘Ed Cloud’ so you can access all your financial reports, spending and history of account payments. This is great when you’re looking for something specific and you want the most up-to-date reflection of it. You can adjust the time frame of what you search for, and search by creditors as well, which makes looking for a specific transaction that much easier.
The team at Education Services are always at the end of the phone to answer questions and clarify things. Mid year they visit the school to review the financial position of the school and begin to plan for the next year. I am always appreciative for the additional advice and support they give me when drafting a budget for the following year. They also meet with our administrator to ensure everything is running smoothly and update them of any new requirements.
I totally recommend working with Education Services Ltd to manage your school finances - you won’t regret it.
Vanessa Hendry, Principal, Porirua School
Three years ago, Epuni School employed Education Services Ltd as our financial services provider, and we haven’t looked back!
Our financial accounting and reporting is straight-forward, concise, timely and user friendly for school Management and Board of Trustee use.
The team at ESL are amazing, always available when we have questions, school audits are straight forward and their attention to detail is impeccable.
Cloud access gives us instant access to our data and financial position.
Definitely the best financial move for us!
Janet Evans, Principal, Epuni Primary School
Mubina and the team at Education Services do an incredible job. They are prompt with attention to detail and ensure that our school has all systems and processes in place for our Annual Audit. Each year Mubina will attend a Board meeting and explain the annual audit to our trustees.
As a school, we have worked with Education Services for a long time. They provide us with a dedicated and personalised service that meets the needs of our school. All our financial transactions are safe and secure with excellent controls whilst being handled in a professional and prompt manner.
Reporting of our monthly accounts suits both our Board of Trustees at governance level as well as our staff. Plain English interpretations ensure we all understand where the school is sitting financially.
Access to the cloud portal ensures transparency with current financial information.
Bernadette Murfitt, Principal, Sacred Heart Cathedral School
We have worked with Education Services for many years and appreciate the hours of time it saves us. Accounts are paid on time, monthly statements are prepared, and the auditors are happy. Staff support us from the budget preparation stage through to the annual report. We get visits throughout the year to help track our spending and keep within budget. We also appreciate Ed Cloud, the online platform that allows us to track spending and check various accounts and invoices as well as staffing payments.
When we've had office staff changes, Mubina and Renee have helped train our new staff. Renee regularly visits and spends time clarifying procedures and ensuring staff understand the reports and systems. We enjoy working with the team at Education Services and highly recommend them to other schools.
Karla Mitchell, Principal, Wellington Seventh-day Adventist School
Roseneath School has been using Education Services Limited for our finance function since 2017. Prior to that the finance function was done in house and was very time consuming. We had a new principal commencing at the school and several new trustees starting on BoT in 2017 so the decision was made to partner with ESL for an outsourced finance function. It has been a great move for us. ESL handle all our payments, reconcile all our bank accounts, and provide monthly financial statements that are easy to read and understand.
ESL understand the Ministry of Education requirements around a school’s funding and financing and give us great guidance in this regard. They assist with all our budgeting and deal directly with our external auditors. We have confidence in the numbers and it makes for better decision making by the principal and BoT, and helps us achieve our goal of bettering student achievement by ensuring our financial resources are used where they should be. We highly recommend ESL.
Pat Gilligan, Board Finance, Roseneath School