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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.

26/10/2026

Preparing your school’s 2027 annual budget? Join us for our Budget Webinar this Thursday!

We’ll share practical guidance to help you approach the budgeting process with confidence.

📅 Thursday, 29 October 2026
🕚 11:00 am
💻 Online via Zoom

👉 Register here to secure your spot: https://us02web.zoom.us/meeting/register/YfnDHYduRaSmpxSzx2vTpA #/

(You'll receive the webinar link and details via email once registered.)

We look forward to seeing you there!

20/10/2026

A long weekend is on the horizon! With Term 4 underway, we hope you all get a chance to catch your breath, enjoy time with family and friends, or simply have a slower start to the day. ☀️

Our team will be taking a break on Monday 26 October for Labour Day, so the Accounting For Schools office will be closed. We’ll be back on Tuesday 27 October, ready to help with your school’s finances.

If there’s anything you need a hand with before the long weekend, please get in touch this week.

Have a safe and happy Labour weekend, from all of us at Accounting For Schools!

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

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?

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

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.

24/09/2026

A reminder that GST for the period ended 31 August 2026 is due by Monday 28 September 2026

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

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?

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!

09/09/2026

2027 School Budget Template - Available Soon

Address

Ground Floor, 271 Willis Street
Wellington
6011

Opening Hours

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

Website

https://afsl.nz/

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