Financial Services

You have the freedom to choose our level of activity in your organisation

We have your back!

Choose CES as your external provider of Financial Services, here’s why:

The co-operative nature of CES results in low overheads and lower fees to our pre-school, school, trust and not-for-profit clients. Because we understand that your requirements are unique, we offer client-focused, flexible financial service packages which provide a level of personal service that is unmatched. This is what sets us apart from our competitors. Our staff have a passion for education, extensive knowledge of the charitable trust and community sector, and our teams of highly experienced finance officers are supported by qualified accountants.

Provision of financial service from CES provides clients with independent oversight of the accounting function, important from an audit and risk perspective. CES offers a personalised solution to financial compliance for your school.

View our Financial Management Brochure

View more video resources

Additional benefits of using CES as a service provider include:

Security for the school, preschool, trust and the Board that a specialist educational financial services provider is assisting in financial management;

Release of staff to fill other roles;

Consistency and continuity of service should key personnel leave;

Monthly and annual accounts that meet all accounting standards;

Timely reports on both a monthly and annual basis;

Service that is tailored to client needs;

Web based access for clients to view financial records;

Access to the combined knowledge of CES staff who service over 200 financial service clients across New Zealand.

WHAT OUR CLIENTS SAY ABOUT US

“We have been using CES as part of our school's financial systems for a number of years now. Working with Stephen we have found CES to provide quick and useful advice on financial processing issues, quick and smooth payment of invoices on time and a smooth process through the audit trail each year. With Xero as our shared platform, we are able to monitor and process all financial issues effectively and transparently. The added benefit of having CES as a partner is the informed discussions around developing our budgets and systems year on year to ensure we have robust processes that keep everyone safe.”
Mark Richardson, PrincipalAidanfield Christian College

“We enjoy a very positive relationship with the team at CES. Their support and guidance is provided in a friendly way and they are always happy to help with our enquiries. The monthly accounts and accompanying analyses and reports are produced on time each month and are useful for our admin, leadership and Trustee teams.”
Nick Raynor, PrincipalTua Marina School

“I have worked with CES in five different schools, with five different ways of running finances and with different budgets. I have always been impressed with the way CES are willing to work with the school and understand the context or special character of the school. Finances are always a concern for Boards and knowing that we can question, get advice on budgets, investments and explanations around variances is very useful. CES have always been willing to work with us to improve the financial running of the school.”
Brian Price, PrincipalSwannanoa School

“Fernside School has used CES as our financial support for over a decade. Despite the advances in “on-line” tools to manage our own finances we have continued to use the professional support from CES staff to ensure we are maximising our financial capability. We have always been impressed with the quality of their service and the willingness of all staff to work with and for us.”
David Taylor, PrincipalFernside School

“CES provide a consistent, professional service that ensures we operate effectively. It is a pleasure to work with Stephen, Julie and team at CES with our financials. They are always friendly and responsive to our needs.”
Kaikoura Suburban School

“We have utilised CES in preparing our monthly financials, audit preparations and board elections for many years now. Their services also include updating Asset Registers, Budgets, Seminars and Conferences, many of which have also been involved with. Our financial package is tailored to what we as a school require. Having specialist financial support that covers compliance is invaluable.
We find CES staff friendly, accomodating and knowledgable. The financial reports are written in a thorough format that is easily understood and able to be reported and presented to the Board.”
Woodend School

Helpful Videos and Resources:

Hubdoc Instructions

Xero Sample Report

How to get your school’s cyclical maintenance sorted.

What schools need to know about XERO.

Get your school’s financial reporting sorted.

CES Insights on School Budgeting.

CES Insights on School Benchmarking.

CES Insights on Bank Staffing with Wayne Facer.