Financial Services

Not so long ago...

… schools used their local accountant just to balance the books. That worked fine.

The Board of Trustees would receive basic monthly reports because, well, that’s all that a school needed. Or that’s what they thought. But to truly manage school finances and understand your financial situation, we think it takes more than just balancing the books.

We come to you

Since 1992 we’ve been working with schools, offering what others can’t. Or don’t want to. We could deliver a simple bureau service from behind closed doors. But we don’t. Because we firmly believe that for you to understand your school accounts you need more than just a provider. You need a trusted partner you can call on and who will call on you. In fact that’s just what we do. All our support agreements include visits to your school – daily, weekly, monthly, termly – you choose. We deliver when you need it, how you need it and where you need it.

Our services range from basic accounting software training through to annual support agreements including preparation of annual accounts. We can assist with trustee governance, offer independent financial management advice and ultimately deliver a full range of financial services.

At the end of the day we still balance the books. It’s important, so we do it and we do it right. But it’s just as important to offer more than that. So we do.

Ministry of Education Preferred Provider Status

Edtech’s level of expertise in school financial services is demonstrated as a Ministry of Education ‘Preferred Provider’ of training and support services to school boards of trustees. Services delivered include identifying and addressing poor financial performance, reviewing financial policies and controls, and identifying areas of risk to school performance.

Our services at a glance

Flexible, tailored and affordable support options
Advice and guidance on any aspect of school finances
Customised chart of accounts and monthly BOT reports
Analysis and review of school internal controls
Assistance with trustee governance
Independent financial management advice
MUSAC Software training and seminars