Our Finance Team supports schools as their finance & accounting department, covering functions from CFO to controller and bookkeeper, all with a strategic eye towards making the data actionable for schools.
Services offered
Budgeting - We support school staff in preparing annual and multi-year budgets. We strive to ensure that the budget is a strategic document that captures the vision and direction of the school and providing industry comparison data.
Financial Statements Analysis & Board Support - One of the cornerstones of our approach is that we go beyond simply producing generic backward-looking financial reports. We work to make financial data relevant and actionable for school leaders and board members by supplementing the historical data with forward-looking analytics and explanatory narrative. We provide analytical support that makes the data actionable for schools and accessible for various levels of leadership.
Audit & 990 Support - We act as the school’s primary interface for its annual financial audits, supporting the auditor during audit field work and in preparing the school’s annual 990 tax filing.
Federal Grants Management - Our industry-specific knowledge positions us to support the financial aspects of grants administration. We assist with the applications and complete reimbursement requests associated with spending under those grant programs.
Bookkeeping & Accounting Close - The foundation of the budgeting and analytical work we perform is strong basic accounting and bookkeeping executed in accordance with Generally Accepted Accounting Principles. We carry out our accounting engagements with staff who are not only technically skilled and personable, but who are also passionate and knowledgeable about schools.
Payroll Administration - We serve as the primary interface between the school and its payroll processor.
Accounts Payable - We support our clients with the implementation and ongoing management of an online accounts payable system to manage payments in a modern and efficient manner.
How we help to solve your toughest finance challenges
