“Comprehensive reports with graphical support made it easier for our board to understand financial data and track revenue and expenditure.”

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

Before partnering with Edtech, our school faced significant administrative challenges with our previous financial service provider. We often felt roadblocked when accessing necessary financial resources, which hindered the board's ability to make informed decisions. There was also a general lack of awareness among the board members about how to effectively access the funds we needed.

Engaging with Edtech’s services helped alleviate these challenges.

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

As a first-time principal, my primary objective was to gain a clear understanding of the financial services available to our school. One key factor in choosing your company was the background of your CEO, Paul Wright, who is a former principal. This gave me confidence that your team would understand the unique challenges we face in education and could provide the support needed.

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

The team's efficiency and comprehensive reporting stood out to us immediately. The reports were not only timely and efficient but also visually accessible, making it easier for our board to understand financial data. Additionally, the strong, timely communication and the implementation of robust processes greatly influenced our decision.

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

The introduction of tools like ApprovalMax and Xero has significantly streamlined our financial processes. These changes have improved our audit times and overall operational efficiency, ensuring that our strategic goals are met with clarity and precision.

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

We have experienced numerous benefits, including clear, cohesive financial reporting and excellent tracking of our spending and income.

The staff, particularly our accountant, have been incredibly supportive, offering extra workshops and guidance whenever needed.

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

I would highly recommend others to consider Edtech’s services. Inviting their team to conduct an initial review can highlight potential areas for improvement and added value. The team is efficient, approachable, and truly understands the unique challenges faced by schools.