What we offer
Three services, built around how education finance actually works.
Each service addresses a specific part of the financial picture for schools and education providers. Many institutions use more than one. All are priced clearly, with no additions for standard work.
Back to homeAn overview
Designed around the realities of school finance
Schools do not have simple finances. Fee income arrives at irregular intervals, restricted grants carry conditions on expenditure, capital funds need separate tracking, and governors require reports that make sense without an accounting background. Our services are shaped by those realities — each one focused on a distinct part of that landscape.
Service 01
School Bookkeeping & Fee Management
Tidy, current bookkeeping that tracks fees, grants, and expenses clearly. Suited to schools and education providers that want dependable, well-organised records kept throughout the year — not just reconstructed at year end.
Monthly reconciliations, clear income and expenditure records, and a financial picture that governors and senior staff can consult at any point.
$360
per month
Monthly reconciliation
Fee income tracking
Expense recording
Monthly summary report
Service 02
Restricted & Capital Fund Tracking
Careful tracking of restricted and capital funds, kept correctly so each is used as intended. Designed for institutions managing several funds — grants with spending conditions, capital donations, designated reserves — that want everything handled accurately and transparently.
Each fund tracked separately, from receipt to expenditure, with balances available and accurate at any point in the year.
$300
per month
Fund-level ledgers
Restricted grant tracking
Capital fund management
Expenditure reporting
Service 03
Annual Accounts & Governor Reporting
Preparation of year-end accounts and clear reporting for governors and any regulator, presented in plain language for a board meeting. We work patiently with bursars and finance committees through the full year-end process.
Accounts prepared from well-maintained records, governor reports drafted in accessible language, and the whole process managed without the scramble that tends to arrive in spring.
$1,180
per year
Year-end accounts
Governor report drafting
Regulator-ready format
Finance committee support
At a glance
All services, clearly priced
| Service | Frequency | Fee | Details |
|---|---|---|---|
| School Bookkeeping & Fee Management | Monthly | $360 / mo | View → |
| Restricted & Capital Fund Tracking | Monthly | $300 / mo | View → |
| Annual Accounts & Governor Reporting | Annual | $1,180 / yr | View → |
All fees are fixed. Standard questions and correspondence are included. We will confirm the scope clearly before any engagement begins.
Combined services
How the services fit together
For smaller institutions
Bookkeeping + Annual Accounts
Monthly records kept tidy throughout the year, with year-end accounts and a governor report prepared from them. A complete financial picture without the scramble.
$360/mo + $1,180/yr
For multi-fund institutions
All three services
Full bookkeeping, careful fund tracking, and year-end reporting — all coordinated so that records, fund balances, and accounts are consistent and mutually reinforcing.
$660/mo + $1,180/yr
For fund-heavy institutions
Fund Tracking + Annual Accounts
Restricted and capital funds tracked carefully through the year, with annual accounts that reflect their balances accurately and reports ready for governors and regulators.
$300/mo + $1,180/yr
Not sure which combination suits your institution? We can help you work that out in an initial conversation.
Starting out
What to expect when you engage us
Initial conversation
We talk through your current setup, what records you hold, what reporting you need, and which services would be most useful. No commitment at this stage.
Scope agreement
We confirm in writing exactly what is included, the fee, and what we need from you to begin. Nothing hidden, nothing assumed.
Records handover
We review your existing records and establish the baseline. If records need organising before we can begin, we will tell you clearly what that involves.
Regular, consistent service
Monthly work proceeds to a clear schedule. You receive updates without needing to chase, and questions are answered promptly throughout.
Get in touch
Not sure where to start? We can help you work that out.
Tell us a little about your institution and we will suggest which service or combination makes the most sense. There is no obligation and no pressure.
Send us a message