Accounting For Schools

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Accounting For Schools Providing exceptional accounting services and understandable financial information to schools, at affordable prices.

Our guidance gives School Boards & Support Staff confidence in the financial direction of their school.

Please check out our October Chalkboard - 2026- 2027 Annual Budget- Upcoming Budget Webinar for Schools - 29 October 202...
16/10/2026

Please check out our October Chalkboard - 2026
- 2027 Annual Budget
- Upcoming Budget Webinar for Schools - 29 October 2026
- Important Notices
- Xero Tip of the Month: Save Time With “Copy to Draft Invoice”
- Behind the Numbers: The Management Reporting Process
- Looking ahead

https://public2.bomamarketing.com/email/Xlyr

Financial policies are an important part of good financial management, but once they're in place, they can be easy to le...
13/10/2026

Financial policies are an important part of good financial management, but once they're in place, they can be easy to leave sitting in the background.

Over time, however, processes change, responsibilities shift and the way your school manages its finances can evolve. That's why it's worth reviewing your financial policies regularly to make sure they still reflect how things actually work.

A review is a good opportunity to check that:
• Responsibilities and approval levels are clear
• Purchasing and payment processes are still appropriate
• Delegated authorities are up to date
• Controls around school funds and expenditure remain effective
• Policies reflect current practices and requirements

It's also worth checking that the people involved in your school's financial processes understand the policies that apply to their role.

Good financial policies shouldn't just be documents kept on file. They should provide clear, practical guidance that supports consistent financial decision-making across your school.

When did your school last take a look at yours?

Preparing your school’s 2027 budget means balancing priorities, planning for upcoming costs and making the most of the r...
07/10/2026

Preparing your school’s 2027 budget means balancing priorities, planning for upcoming costs and making the most of the resources available. There’s plenty to consider, and having practical guidance to hand can help.

Our downloadable School Budgeting Finance Handbook is designed to support you as you work through the details.

Inside, you’ll find guidance on:
✅ Allocating resources effectively
✅ Monitoring expenditure
✅ Forecasting future financial needs
✅ Key considerations when preparing your budget
✅ Practical budgeting tips and best practices

Whether you’re putting the budget together or looking to better understand it, keep this guide handy as you plan for the year ahead.

Download the School Budgeting Finance Handbook from the AFS Resources Hub:
https://www.afsl.nz/Resources

When it comes to school finance systems, the right technology can save time and make everyday tasks a whole lot easier. ...
30/09/2026

When it comes to school finance systems, the right technology can save time and make everyday tasks a whole lot easier. Of course, getting the most from that technology also means having the right expertise behind it.

That’s where Harpreet comes in. As our Xero & Cloud Systems Manager, Harpreet Singh combines extensive experience in accounting and IT, giving him a strong understanding of both school finance and the technology that supports it.

From Xero training and support to help with ApprovalMax, other cloud-based solutions, automation and process improvements, Harpreet helps schools simplify everyday finance tasks, reduce manual work and get more from the technology they use.

Harpreet offers in-person and virtual Xero training tailored to your school’s experience, needs and schedule. Whether your team needs a refresher or wants to explore more advanced functions, he can help you build confidence and get more from Xero.

💻 Interested in Xero training or think there might be a smarter way to manage some of your school’s finance processes? Call Harpreet on 04 909 7729 to see how he can help.

A quick reminder about Xero pricingAs mentioned in our September Chalkboard, Xero’s New Zealand subscription prices are ...
23/09/2026

A quick reminder about Xero pricing

As mentioned in our September Chalkboard, Xero’s New Zealand subscription prices are changing from 1 October 2026. The new standard monthly prices will be:

• Xero Ignite: $37 + GST (currently $35 + GST)
• Xero Grow: $89 + GST (currently $83 + GST)
• Xero Comprehensive: $117 + GST (currently $110 + GST)
• Xero Ultimate: $135 + GST (currently $125 + GST)

If your Xero subscription is through Accounting For Schools, you’ll continue to receive our discounted partner pricing. Your new price will apply from your first billing date on or after 1 October. You don’t need to do anything.

👉 See the discounted prices and full details in our September Chalkboard: https://public2.bomamarketing.com/email/41XR?

🎉 ICP 2026 is just around the corner!In just a few days, principals and education leaders from across New Zealand, Austr...
13/09/2026

🎉 ICP 2026 is just around the corner!

In just a few days, principals and education leaders from across New Zealand, Australia and beyond will come together in Auckland for the NZPF-hosted International Confederation of Principals’ Convention (ICP) 2026, and we can’t wait to be part of it.

With inspiring speakers, valuable learning opportunities and the chance to share ideas with fellow education leaders, ICP 2026 is set to be a fantastic few days of connection, collaboration and conversation.

📍 Find us at Booth 86

Our Director, Ben Duflou, and BAS Manager, Dominique McCrostie, will be there throughout the convention and would love for you to stop by and say hello.

Come by for a chat, pick up some practical school finance resources, grab some AFS goodies (including our new bucket hats!) and, of course, treat yourself to some of our fan-favourite mint choccies! 🍫

We’ll see you in Auckland from 16-18 September!

2027 School Budget Template - Available Soon
09/09/2026

2027 School Budget Template - Available Soon

Please check out our September Chalkboard - 2026- Heads up: 2027 Annual Budget- Important Notices- Term 3 Finance Check-...
01/09/2026

Please check out our September Chalkboard - 2026
- Heads up: 2027 Annual Budget
- Important Notices
- Term 3 Finance Check-In
- Making the Most of Your Monthly Finance Reports
- Xero Pricing Increase - 1 October 2026
- Xero Tip of the Month: Use Reference Fields Consistently for Easier Searching
- Farewell to Nerissa Heyrana
- Heading to NZPF ICP 2026? Come and Say Hello!
- Looking ahead

https://public2.bomamarketing.com/email/41XR

Monthly finance reports provide much more than a snapshot of your school’s financial position. When used effectively, th...
25/08/2026

Monthly finance reports provide much more than a snapshot of your school’s financial position. When used effectively, they can help school leaders and boards understand how the school is tracking, identify emerging trends and make more informed decisions throughout the year.

But the real value comes from knowing what to look for and how to use the information in front of you.

In our latest blog, we share some practical ways to get more value from your monthly finance reports and better understand the story behind the numbers.

👉 Read the full blog here: https://www.afsl.nz/making-the-most-of-your-monthly-finance-reports

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Wellington
6011

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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