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 has 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.

The provision of financial services 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.

CES uses Xero with Hubdoc and ApprovalMax.

What are the benefits of using CES?


Service that is tailored to client needs


Consistency and continuity of service should key personnel leave


Release of staff to fill other roles


Web-based access for clients to view financial records


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


Monthly and annual accounts that meet all accounting standards


Timely reports on both a monthly and annual basis


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

What our clients say about us

Mark Richardson

Principal, Aidanfield Christian College

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 after year to ensure we have robust processes that keep everyone safe.

Brian Price

Principal, Swannanoa 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 is 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, and get advice on budgets, investments and explanations around variances is very useful. CES has always been willing to work with us to improve the financial running of the school.

Woodend 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, accommodating, and knowledgeable. The financial reports are written in a thorough format that is easily understood and able to be reported and presented to the Board.

DJ Tuaru Temu

Tāmaki College, Presiding Member

The Tamaki College School Board contracts CES to provide accounting and payroll services. We are delighted with the quality of service and advice we receive from CES. We especially appreciate the high-level experience and vast knowledge and expertise provided by Lynley Ross who is excellent to work with and has made a very positive contribution to our organisation. Lynley is approachable and always available to answer queries or give advice. She also has the ability to communicate accounting concepts that are, at times, complex, in a manner that is easy for everyone to understand – a skill not everyone has by any means. Everything from CES is provided in a timely fashion, is accurate, and complies with the requirements of the Ministry of Education and the Office of the Controller and Auditor General, so we can be sure that there will be no complications later due to sub-standard reporting. In fact, our Board is very pleased with the amended financial reports it receives as this too is presented in a way that allows our Board to discuss and make decisions efficiently. Our long-serving pay clerk retired two years ago, and we contracted CES to handle that side of our operation moving forward which has been excellent. This means we can provide the details required and leave experts to ensure that our payroll is accurate and well-managed. This system has worked well. We have also, in the past, used CES for fixed asset audits and have been pleased with the result each time. The audits have been accurate, which has then meant the Asset Register has remained accurate which is important. The common denominator amongst all these services is professionalism. CES is a thoroughly professional company that provides a top-notch service and Tamaki College is proud to partner with you. We thank you for the opportunity to provide feedback from a client perspective.

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