Comprehensive Financial Services Package
For school boards who are looking for financial support in everything from A to Z.
> Accounting Software
Established relationship with a K–12 Accounting Software.
> Financial Procedures
Procedures will be customized to your specific needs but also adhere to legal guidelines.
> Grant Management
Manage the funds from Federal Grants (Title I and Title II) and 31a At-Risk, and regulate for compliance.
> Annual Financial Audit
Manage the Annual Financial Audit from start to finish and work with your Board-appointed independent auditor to ensure a successful financial audit.
> Year-End Financial Reporting
Submit all annual required reports to MDE, Federal Government, ISD, and Authorizers.
> Budget Development
Work with the Board and school level administration to develop a budget that aligns with the Boards’ mission as well as the educational school improvement plan.
> Budget Monitoring
Review monthly year-to-date numbers, revenues, and expenses to evaluate current financials and make recommended changes.
> Monthly Financial Statements (Unaudited)
> Short-Term Financing (State Aid Notes)
> Back Office Services
Manage Accounts Payable, Accounts Receivable, and day-to-day accounting services.
> Facility Financing
Bond Market, Private Placement Bonds, Renovation Financing, and more.
> Financial Projections
Forecast future revenue and expenses, analyze historical trends, and review current financial situation.
> Grant Writing
Work with experienced grant writers to obtain necessary or desired government funding.