Schools & training providers

Specialist Accountant & Virtual CFO for Schools

Specialist accounting, bookkeeping, and tax services for private schools, RTOs, and tutoring businesses. Grant accounting, student fee tracking, and board-ready financial reporting.

Certified across the platforms that matter

Why Trinity

Three reasons our clients stay.

We’re a boutique accounting practice built on long-term client relationships, offering personalised tax, accounting, and advisory services to businesses and organisations across Sydney.

  • Longevity that compounds

    Twenty-three years in practice as of 2026. Same firm, same principal, same standards since 2003. Some clients have been with us almost the whole way. The work compounds, and so does the trust. Over four hundred SMSFs managed and thousands of tax returns lodged.

  • Everything under one roof

    Tax, books, advisory, SMSF, Xero. One team that knows your business. No handoffs between firms, no missed details between specialists, no questions you have to answer twice. Numbers flow cleanly from books to BAS to tax return because the same people are looking at all of them.

  • We pick up the phone

    We are old-fashioned about this. You get a name, a direct line, and someone who actually knows your file. We watch for trends, flag issues before they become fines, and call when something needs attention. Most clients hear from us between quarters, not just at lodgement time.

Why specialist accounting matters

Why schools need an accountant for schools who understands the sector

Education providers run on a mix of student fees, government grants, donations, and ancillary revenue. Each stream has its own reporting requirements and compliance considerations. Schools answer to boards, RTOs answer to ASQA, tutoring businesses answer to clients with high expectations.

Add staff costs that follow the relevant teaching award. Add fixed costs that do not flex with enrolment. Add the constant pressure of grant cycles and acquittal deadlines. The financial work behind an education provider is well above small-business average.

A general accountant can miss significant deductions, fail to support board reporting properly, or fail to acquit grants on time. Specialist education accounting means understanding the funding mechanisms, the workforce arrangements, and the governance demands of the sector. Trinity has been doing this for years.

  • Grant cycle pressure

    Federal, state, and philanthropic grants each have their own application and acquittal cycles. Missed deadlines cost future funding.
  • Student fee tracking

    Student fees, debtor management, and family payment plans need careful tracking. Without it, cash flow visibility suffers.
  • Board-ready reporting

    School boards and committees expect reports that go beyond compliance. Generic financials do not support governance decisions.
  • Award-rate payroll

    Teaching staff awards have specific rates, allowances, and entitlements. Errors flow through to Fair Work and ATO compliance.
Specialist accounting for schools, RTOs, and education businesses.

What we do

Our services applied to your industry.

The same accounting and tax services we deliver firm-wide, shaped to the way your business actually runs.

  • Bookkeeping for Schools and Education Providers

    Tuition fees, government funding, supplier accounts, staff payroll, and facility costs create complex financial flows. Without accurate bookkeeping, funding acquittals fall behind and compliance becomes a risk. Cloud-based bookkeeping on Xero — accessible to your admin team and your board. Tuition fee and invoice management. Accounts payable and supplier tracking
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  • Business Advisory for Education Growth

    Beyond compliance, we help education providers grow sustainably with tailored business advisory services: Financial performance reviews and benchmarking. Budgeting and forecasting for capital projects and facility upgrades. Business structuring for tax efficiency and asset protection
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  • BAS and quarterly compliance

    BAS prepared, reconciled against your books, and lodged direct to the ATO. PAYG instalments managed alongside cash flow needs.
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  • BAS and quarterly compliance

    BAS prepared, reconciled against your books, and lodged direct to the ATO. PAYG instalments managed alongside cash flow needs.
    Learn more
  • BAS and quarterly compliance

    BAS prepared, reconciled against your books, and lodged direct to the ATO. PAYG instalments managed alongside cash flow needs.
    Learn more

Why clients choose us

Specialist accounting built for education.

Education combines regulated funding, complex payroll, and significant governance demands. Trinity provides the accounting expertise school and RTO operators need to track funding, satisfy boards, and remain compliant.

  • Education sector depth

    Twenty-plus schools and RTOs supported. Familiarity with the funding cycles, awards, and governance demands of the sector.
  • Grant cycle management

    Federal and state grants tracked separately. Acquittals prepared on time. Eligibility for future funding maintained.
  • Board-ready financials

    Reports formatted for school boards and committees. Variance analysis, forecasts, and commentary included as standard.
  • Award-compliant payroll

    Teaching awards fully implemented with super, leave, allowances, and STP. Records that hold up to Fair Work review.
  • Long-term planning

    Enrolment forecasting, capital planning, and multi-year budgets. Financial modelling that supports strategic decisions.
  • Mission-aligned approach

    We work with mission-driven organisations. The reporting supports your governance, not the other way around.

Accounting engagement

How we take on a education provider as an accounting client.

The same accounting engagement process for every new education provider. Predictable for you, scaled to the size and complexity of the business.

  • Education Provider review

    We review your current financials, accounting setup, and operational structure. Gaps and opportunities are identified before any changes are recommended, and the engagement scope is agreed up front.

    • Three-year review of returns and effective tax rates
    • Current bookkeeping and reconciliation health-check
    • Grant cycles and student fee setup reviewed
    • Onboarding meeting to agree priorities for the year ahead
  • System setup

    Xero configured for your education provider. Chart of accounts built around how your business actually runs, integrations and tracking established, and reporting templates tailored to education provider management.

    • Chart of accounts structured for your education provider
    • fund accounting and grant tracking established
    • Bank feeds, integrations, and recurring rules configured
    • Reporting dashboards for enrolment, fees, and grant performance
  • Ongoing engagement

    Monthly financial reporting, quarterly tax planning, and annual review. You always know where the education provider stands financially, what is changing, and what is coming up. We are accessible whenever a decision needs financial input.

    • Monthly profit and loss, balance sheet, and cash flow
    • Quarterly tax planning and BAS preparation
    • Annual review against benchmarks and goals
    • Direct line for advisory questions as they arise
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Who we work with

Education providers we work with.

If your situation fits one of these descriptions, we have done the work before.

  • Independent schools

    Private and independent schools with board governance, parent fees, and government grant funding.
  • Registered Training Organisations

    RTOs delivering accredited training with ASQA compliance and government funding components.
  • Tutoring and coaching businesses

    After-school tutoring, exam prep, and academic coaching. Smaller-scale education with simpler structures.
  • Community education providers

    Adult and community education organisations with mixed funding and committee governance.

About Trinity Accounting

A small firm by design.

Trinity Accounting Practice opened in Beverly Hills in 2003. Ramy Hanna, a registered tax agent and Fellow of three Australian accounting institutes, has run it since. The firm has stayed deliberately small, deliberately local, and deliberately senior. The principal you talk to today is the principal who will be reviewing your return next October.

Most of our work comes from referrals. Most clients have been with us for years, some for decades. We think that says more about the work than any award would.

Dedicated team members in business attire smiling during a client consultation at the office.
The Institute of Public Accountants (IPA) logo featuring colorful overlapping shapes and the IPA acronym, representing a professional accounting organisation in Australia.ASIC Registered AgentLogo of Trinity Accounting Practice, an Australian accounting and tax advisory firm based in Beverly Hills, NSW, established in 2003.A green circular icon featuring a white checkmark and a stylized leaf, symbolizing reliable tax compliance and advisory services.Xero migration specialist logo featuring a blue geometric design and the text "Xero migration specialist" for accounting and bookkeeping services.Xero Gold Partner badge indicating Trinity Accounting Practice's status as a trusted Xero partner for accounting and bookkeeping services in Beverly Hills, NSW.
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What our clients say

The reviews speak for themselves.

Sole traders, growing companies, and trustees who keep coming back. Here’s why.

5.0
Based on 100+ Reviews
See all reviews
  • Doesn't cut corners
    I'm so glad I found Ramy & Kim from Trinity Accounting. They have helped me and my business tremendously. They really care about their clients and don't cut corners. Very impressed with their knowledge and level of customer service.
  • Business and personal
    Trinity Accounting Practice is knowledgeable and professional for business and personal finances, providing clear advice.
  • Diligent and professional
    Trinity Accounting Practice is highly professional and diligent. I highly recommend them to anyone seeking any accounting advice.
  • The best, hands down
    Ramy is the best accountant in Sydney. He helped me solve my problems. He is the best. I really thank you Ramy for everything.
  • Medical practice expertise
    I have a medical practice. I met with many accountants before, but I found Ramy Hanna has a very well organised accounting practice and he is very knowledgeable and has great experience.
  • A real lifesaver
    Trinity Accounting has been a lifesaver for my construction business. Ramy's knowledge of BAS, GST, and tax is unmatched. Great service and support!

Common education provider questions

What education providers ask before engaging us.

The questions education providers most often have before working with us. Same answers we give in person, just in writing.

Pricing depends on the size of the school or RTO, revenue mix, and engagement scope. Smaller providers typically start at a fixed monthly fee. Larger schools and multi-campus operations are quoted as a package.

Yes. Federal, state, and philanthropic grants are tracked separately and acquitted on time with the documentation each funder requires.

Yes. Reports are formatted for school boards and committees with variance commentary, forecasts, and acquittal updates included as standard.

Yes. We support RTOs delivering accredited training, tutoring businesses, and other education providers alongside private schools.

Award-compliant payroll is part of standard service for clients on managed payroll. Teaching staff awards, super, leave, and STP all handled.

Long-term modelling, enrolment forecasting, and capital planning are part of advisory engagements. The work supports strategic decisions rather than just compliance.

Still have a question? Contact us.

Get specialist accounting for your education provider.

Book a free consultation. Twenty minutes, no obligation. We will tell you straight if we can help.