Case study: The Primary English Teaching Association Australia (PETAA)

PETAA is a national, not-for-profit professional association supporting primary school educators.

Having engaged us to complete a financial diagnostic review, We Are Lumen supported their transition from Reckon to Xero and implemented a new reporting framework for management and the Board. We now manage PETAA’s financials end-to-end, including bookkeeping, payroll, monthly accounting and reporting, plus budgeting and forecasting.

Results

Improved systems and streamlined processes with more accurate and timely financial reporting
Savings for the organisation in the cost of the finance function
Development of a new budget model and forecast process to help management plan and navigate ongoing financial sustainability

Greater Board visibility and confidence
A team approach with support for bookkeeping, accounting and CFO activities.

http://www.petaa.edu.au

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