Practical guides, articles, templates, checklists and tools for independent school bursars in South Africa.
You are not expected to know it all on day one. Follow the guided path from understanding the role to running your first month-end and preparing for an audit, one step at a time.
Every area of the bursar's office, with the resources that belong to it.
Fee structure, setup, collection and recovery.
Explore topic →Cash flow, budgeting and month-end close.
Explore topic →Late payments, arrears and payment plans.
Explore topic →VAT, POPIA, employment and annual filings.
Explore topic →Ready-to-use policies, letters and budgets.
Browse templates →Quick tools for fee increases and collections.
Browse tools →A guided path through your first 90 days.
Start here →Pick the part of your job you need help with and find the resources that belong to it.
Setting up school fees, collecting them reliably and managing what falls behind.
Guide · Articles · Checklists · Templates · Tools Explore topic →Cash flow, budgeting, fee structures and the numbers behind the school's decisions.
Articles · Checklists · Template · Tools Explore topic →Bank reconciliations, the chart of accounts, fixed assets and the audit pack.
Articles · Checklists Explore topic →SARS, VAT, PAYE, POPIA and the governance obligations that live in the bursar's office.
Articles · Checklist Explore topic →Why families fall behind, payment plans and keeping relationships intact while collecting.
Articles · Checklist · Templates · Tool Explore topic →The bursar as administrator: policies, procedures and getting set up in the role.
Articles · Checklists · Template Explore topic →Fraud prevention, access control, payment approval and banking security.
Articles · Checklist Explore topic →Start of year, weekly, month-end and year-end routines for the school calendar.
Article · Checklists Explore topic →Policies, letters and budget spreadsheets you can download, edit and use today.
Templates Explore topic →Practical calculators for fee increases, collection rates and arrears.
Tools Explore topic →
Everything a South African independent school needs to collect fees well: setting terms, invoicing, payment plans, reminders, reconciliations, receipts and month-end, in one place.
Read Guide →Short, practical reads for the bursar's office.
School cash moves in big, uneven swings: fees arrive in a few heavy months, while salaries and suppliers run all year. A rolling forecast turns those swings into a plan instead of a surprise.
A monthly management accounts pack shows the board where the school is against budget, cash and fees - in plain numbers, on time. What to include and how to build it.
Buildings, contents, liability, vehicles, learner accidents and the school's own books. A practical guide to the insurance cover an independent school actually needs, and the gaps that hurt most.
A fee policy is the document that prevents most fee disputes before they start. What every South African independent school policy should cover, who signs it off and how to keep it current.
The handoff between admissions and the finance office sets the tone for the whole fee relationship. How to capture the right details, sign the right agreements and start new families on the right foot.
A fee increase is easier to accept when parents understand the reasons behind it. How to announce increases clearly, answer the tough questions and avoid the mistakes that create bad feeling.
