Helping Orewa Beach School to make informed and strategic decisions for their future.

What financial or administrative challenges was your school facing before engaging Edtech?

Before partnering with Edtech, our Board lacked a clear and accurate picture of the school's financial position. This made it incredibly difficult to make well-informed decisions about resource allocation, strategic planning, and even day-to-day operational expenditures. We were essentially flying blind when it came to our finances, which created uncertainty and could have led to poor financial management in the long run.

What were your primary objectives in partnering with a financial service provider?

Our primary objective in partnering with a financial services provider was to receive clear, consistent, and timely monthly reporting to the Board. We needed accurate financial data to enable us to make informed and strategic decisions for the school's future.

Why did the school choose to work with Edtech, and what stood out during the decision process?

We considered several providers but ultimately chose to work with Edtech for a few key reasons. The competitive pricing was certainly appealing but what really stood out, however, was the fact that Paul (CEO) is an ex-principal. This deep understanding of the school environment meant he could provide me, as principal, with incredibly targeted and relevant support that other providers simply couldn't offer.

What services does Edtech provide, and how have they supported your school’s operations or strategic goals?

Edtech has provided us with a comprehensive range of services that have significantly supported our school's operations and strategic goals. They've helped us with budgeting, managing our banked staffing, and navigating the annual audit process. A major help was migrating our accounts from MYOB to Xero, which has streamlined our financial processes.

Crucially, they've also provided Board training on school finances, which has been invaluable, and we're looking forward to further sessions around setting our draft budget.

What tangible improvements or benefits have you seen since working with Edtech?

Since working with Edtech, the most tangible improvements we've seen are a complete clarity on our financial position and the implementation of clear, consistent month-end reporting. We now have the financial insights we need at our fingertips to make confident decisions.

What would you say to other schools considering similar financial support services?

Having Edtech on board has given me, as a new principal, the confidence that our finances are on track. Their team is responsive and incredibly helpful — able to explain complex financial matters in a way that’s easy to understand. I’d highly recommend them to any school looking for reliable and education-focused financial support.