INDUSTRY FOCUS

Education

Protea has a deep specialist focus in New Zealand education — schools, kura, early childhood and the support organisations around them. It's a sector we know well and care about deeply.

Four students sitting on a built-in bench against a wall, looking at a book together, in a school corridor with yellow and wood-paneled walls.

WHY SPECIALISTS MATTER

Sector knowledge that goes deeper than a checklist

Auditing a school well takes more than a generic audit programme. It takes understanding how Ministry of Education funding works, why different grants carry different conditions, how a board thinks about financial risk, and what "assurance" actually means when you're trying to run a school.

That's what specialist focus looks like in practice.

We know MoE funding inside out

Operational grants, property funding, teacher supply, and targeted programmes each carry specific reporting conditions. We know them — so you don't have to explain your context from scratch every year.

We respect your capacity

We plan our fieldwork around your team, ask only for what we need and make sure everyone in the room can follow the conversation.

Your board will understand the report

Audit reports written for boards of trustees. Clear, concise and designed to be understood by everyone around the table.

WHO WE WORK WITH

Trusted by schools and education providers of every size

State & Integrated Schools

Education and Training Act 2020

Understanding of the audit and reporting requirements schools face — including Ministry of Education reporting  and Board of Trustees governance — brought from direct sector experience.

Early Childhood Services

Education (Early Childhood Services) Regulations 2008

ECE subsidy acquittals, licensing compliance reporting, parent trust annual accounts and Ministry grant accountability for licensed childcare services.

Kura & Māori Medium Education

Te Aho Matua / MoE requirements

Culturally grounded assurance that respects tikanga Māori while meeting full Ministry reporting obligations for kura and bilingual programmes.

PTAs & School Support Groups

Incorporated Societies Act / Charities Act

Review and assurance for parent-teacher associations and school support groups managing fundraising and activity funds on behalf of school communities.

Private Training Establishments (PTEs)

Education and Training Act 2020 / NZQA / TEC

Financial statement audits or reviews alongside specialist compliance work — including student fee trust account audits for fee protection purposes, and reporting tied to TEC funding where applicable

SPECIFIC KNOWLEDGE

What we bring to an education engagement

The regulatory environment for NZ schools is specific and layered. Here's a plain-language breakdown of the areas we navigate on your behalf.

Ministry of Education funding accountability

Operational, property, and teacher supply grants

School Property Trust reporting

Trustee accountability and property management

Board of Trustees governance frameworks

Roles, obligations, and financial oversight

TEC funding accountability

Reporting and compliance for TEC-funded tertiary and training providers

ECE licensing and subsidy acquittals

20 Hours ECE, WINZ subsidies, and licensing compliance

NZQA reporting obligations

For schools with secondary programmes

Te Aho Matua and kura frameworks

Culturally appropriate engagement

Related party and procurement review

Principal transactions and conflict of interest

"I understand how hard school boards work on very limited resources. My job is to make the audit process as smooth as possible — not to add to your load. I'll meet your team where you are, plan around your calendar and make sure the trustees who review the report can actually follow it."

Lourika Vosloo

Director, Protea Audit Services

OUR SERVICES

Assurance services for education providers

Most schools and ECE services need either a full audit or a review — the right choice depends on your expenses, constitution and funder requirements.

Compare audit vs review→

Financial Audit

Required for most state and integrated schools by the Education and Training Act 2020. Also required when specified in your constitution or by a major funder.

Learn more

Review Engagement

Suitable for smaller schools, ECE services and PTAs. Provides meaningful external assurance for your board without the full scope of a statutory audit.

Learn more

How we work — specific commitments

No surprises, ever

Every finding is discussed verbally with management before it appears in any written report.

CA ANZ members

Subject to mandatory ongoing CPD, ethical conduct standards, and professional disciplinary processes.

ISA (NZ) on every engagement

We audit to New Zealand Auditing Standards as issued by the XRB — the same independent standards applied across all registered NZ auditors.

Fixed fees, clear scope

Wherever possible we agree a fixed fee upfront. No surprise invoices as the engagement progresses.

Free initial conversation

We'll discuss your situation before proposing anything — no obligation, no cost.

Let's talk about your organisation

Whether you're planning ahead, reviewing your current arrangements or simply looking for advice, we're here to help you navigate the next steps with confidence.