Industries

Schools & Education

Accounting and compliance support for schools, educational institutions and training providers.

Industry Challenges

What makes this industry different.

Schools and educational institutions manage multiple funding sources and answer to governing bodies, all within the rhythm of the academic year.

Multiple funding sources

School fees, donations, grants and subsidies often need to be tracked and reported separately.

Governance and reporting obligations

School governing bodies and boards typically require clear, regular financial reporting.

Budget planning across the academic year

Income and expenses don't always align neatly with the academic calendar.

Non-profit or exemption status considerations

Where a school holds NPO or PBO status, additional compliance obligations apply.

Compliance Considerations

Common compliance considerations.

  • Record-keeping that separates different funding sources
  • Reporting suited to governing body or board requirements
  • NPO or PBO compliance considerations, where applicable
  • Standard payroll compliance for teaching and support staff

Business Outcomes

What you can expect.

Clear funding visibility

See exactly how fees, donations and grants are being used.

Board-ready reporting

Give governing bodies the reporting they need, on schedule.

Compliance confidence

Stay on top of NPO, PBO or standard compliance requirements.

Better budget planning

Plan around the realities of the academic year.

FAQs

Common questions.

Yes, we can help you understand and manage the compliance considerations that come with NPO or PBO status. Get in touch to discuss your school's specific status.

NPO and PBO compliance requirements can change. This information is general in nature -- please obtain advice based on your institution's current circumstances.

Ready to talk about your schools & education business?