“Anita’s assistance with our Synergetic implementation provided invaluable support for our staff who were anxious about the change in systems. Her knowledge of Synergetic and our school operations meant she could work with installers to get the best outcome for the College. Anita’s help ranged from creating a new general ledger structure to writing finance reports, which meant we were fully operational at the end of Go Live week.
A high priority for the College following the implementation of the new school administration system was to automate the Board and Management reporting. Precision Management Accounting provided a dashboard reporting solution which is integrated directly to the School Administration system. We worked directly with Anita to develop the reports that were relevant to our community. The Dashboard reporting system has now been developed for School Enrolments, Debtors and work has commenced on the Financial Reporting dashboards. The dashboards reports have provided invaluable information, improved the data integrity and quality of our school administration system and presentation of our governance reporting”
“AWESOME, you are a legend!”
“I cannot endorse Precision enough. They stepped in (and up) when we needed it most, in an efficient, professional and reassuring way.
We have been using Precision to help guide and implement process improvements in our Business Office for a few years. When we recently experienced significant and disruptive staff change, the Precision team provided extraordinary support and hard work to keep us operating through really challenging times. Precision’s knowledge of Schools and Synergetic is excellent, and their commitment to do whatever is needed cannot be faulted.
”
“Precision’s understanding of the methodical approach to payroll guided us to move to remote processing, which allowed the School to seamlessly keep paying staff when we were suddenly forced into lockdown. It has been a relief knowing Precision have had our backs and brought valuable change to our processes.”
“We use our Debtor Dashboard every day. The reports have been customised to meet our needs and the Precision team were easily able to create the new reports we wanted.
The Dashboard helps us to manage the debtor information we have in Synergetic. Being able to define and target different categories enables us to track trends and get on top of problems earlier than we otherwise would.”
“Anita’s expertise and wealth of knowledge with respect to schools and Synergetic was a major factor in our successful implementation of a new accounting system, during a very busy time of the academic year. Her calm, problem solving approach meant that my team was at ease and everyone worked well together to complete the transition seamlessly.”
“Priscilla jumped into the Finance role to support our school when there was a change in staff. She was able to support us with key finance tasks, and all our reporting and compliance obligations were completed on time with no issues. Priscilla also supported a process of change management within our school as well as helping us to update our processes and how we utilise PCSchool.
The support of Precision Management Accounting was invaluable as we navigated major changes within our school.”
“Precision created dashboard reporting models linked directly to our TASS database for students, finance, debtors and HR.Precision are great to work with as they wanted us to have meaningful reports tailored to our specific needs and processes.
We also use the models to identify any data issues that need fixing. I know our TASS data is accurate, and can instantly create dynamic and impressive visual reports. I save so much time having automated reports!
I have more confidence in our data, and more control over performance.”
“The debtor dashboard has enabled real-time reporting and review of debtors by summarising all relevant information required to keep a close eye on significant debtor balances and also assists in ensuring direct debit plans are maintained. The dashboard provides crucial information in a simple graphical representation for the Board and Management of the College.”
“Precision successfully implemented 3 dashboards at the College for Students, Debtors and Financial Risk that read from our Synergetic database. The information they convey is invaluable as they clearly identify and report on the KPI’s that we should be monitoring as a school. The data is interactive so we can drill down into key information for further analysis.
Some of our staff use the Dashboards daily to support them in their roles and identify what work they need to complete. Our dashboards have helped to improve accountability and transparency at all levels and identify if there are any potential data integrity issues in Synergetic.
As a Business Manager, I can instantly access critical information from the key areas of our school directly from my computer, and do not have to wait for staff to manually prepare reports. We have saved a huge amount of time as reports are no longer manually prepared, and we have better quality reporting and information for leadership and the board. We can now focus on analysing the information in the dashboards to help plan the future of the College.”
“Precision worked closely with me to create customised Synergetic student dashboard reports specific for Scotch College. The dashboards even have reports that highlight any potential errors in the data that I need to change.
I have saved hours each week as I don’t have to manually prepare enrolment reports for Executive.”
“Anita and her team have a skill set and knowledge they successfully apply when providing advice, analysis and recommendations to schools and other ‘for purpose’ organisations. Their work is a high standard and is delivered on time and on budget.”
“The Foundation for Australia’s Most Endangered Species Ltd engaged Precision Management to complete a review of our financial operations, including roles, processes, procedures and systems to ensure the organisation remained operationally agile.
We found the review process un-intrusive, and was pleased in the manner Precision involved the Foundation’s staff to source information but also ensure ownership and understanding of any recommendations that may be required.
The final report Precision delivered was outstanding and informative, overviewing all aspects of the business in a financial capacity. It outlined recommendations which could be implemented in stages and more importantly for a NFP, was able to be executed internally.
The Report provided us with the tools to build upon the solid financial business already in place, and in turn, allow the Foundation to grow inline with our Strategic Plan.
I would strongly recommended Anita and her team.”
“You are always professional, approachable and have solutions to my business problems.
You are an integral part of our team and I would endorse your services until the end of time!
Keep up the great work!”
“Our organisation needed to improve our budgeting and cashflow forecasting and Anita was able to create an all-in-one model that does everything we need. The model is easy to use, easy to understand and now we can accurately plan for the future.”
“Anita has proven that she is a trustworthy and resourceful advisor in the field of management accounting.
Her can-do approach finds solutions, not problems. Her analytical skills help to develop smarter ways of doing things, not harder.
Her resilience in difficult situations rewards her clients - with loyalty and hard work.”
“The Finance Review is so easy and it really is INSTANT. I was impressed with my report as it highlighted areas that my business needs to look at.”
“...what Precision presented is our bread and butter – receivables, payables, payroll and general ledger…having an expert in best practice either confirm what you are doing or nudge you in the right direction is very worthwhile.”
“Anita’s detailed knowledge of the Education sector has been invaluable...she was able to demonstrate specific knowledge of the sector and other like-Schools as part of a detailed review of the staffing structures at Westminster, and at short notice was able to step in and provide contractual Accounting/Finance Manager support.
Her positive demeanour, unflappable nature, and willingness to assist with a multitude of key finance-related tasks (including month-end management reporting, budgets, acquittals, year-end preparatory work, compliance-related tasks) has been of enormous support.”
“Anita’s amazing “can do” attitude is invaluable, rather than getting flustered she calmly finds a solution”
“The services provided by Anita are outstanding. Nothing is too much trouble or too hard. She will always find a way to resolve something and always goes that little bit further to provide the extra service. She is a lovely lady to go with and I would certainly recommend her to anyone.”
“The (School Finance Department Best Practice Survey) was quick and Easy”
“We were starting up a new business and managed all of our finances in a spreadsheet. We couldn’t tell how we were performing because our information wasn’t tracked in one place, and I knew that as the business grew our spreadsheet system wouldn’t cope or deliver the information and reports we would need.
I was referred to Anita who sat with me and went through our entire business model, operations and most importantly, how we were going to make a profit.
Anita helped set up our Xero file, and documented our workflow so I can manage the finances myself. Most importantly, I can now track our performance and profitability in a complete and coordinated accounting system. Anita was also most helpful in the way she presented and explained the Xero package and the different facets of the package to me. I also found most helpful one on one discussion with Anita in the set up process and any queries or lack of knowledge of the system was dealt with immediately.”
“When we first began our business we decided to use spreadsheets for our accounting and we only saw financial information from our tax accountant once a year. We then moved to a simple MYOB system, however we struggled to keep up with the manual processing.
We did not want to outsource our bookkeeping, so Anita showed is how to use Xero for our business and set up bank rules and other automated features to assist me. Now, we can complete the day to day bookkeeping easily and the accounting work can be completed offsite by Anita on a regular basis.
Anita assists us with cashflow models, reconciliations and management reporting required by our banking institution on a regular basis. She has also provides answers to tricky accounting questions and information throughout the year, often at short notice!
Anita understands that we don’t understand accounting, yet she always relays information in a way that our staff can comprehend. I value her knowledge and knowing that I have the support there when I need it.”
CAN WE HELP YOUR Finance department BECOME MORE EFFICIENT?
At Precision Management Accounting, we love to meet new people. If you would like to have a chat about how Precision MA can help you make the most of your business, then please contact us for a complimentary consultation!