BUSINESS SERVICES
For school boards who are looking for financial support in everything from back office to CFO-level services.
TRANSPARENCY // ACCURACY // AUTHENTICITY
Our business services:
Financial Planning & Strategy
We provide comprehensive financial planning and strategic advisory services designed to support long-term sustainability and growth. Our work includes multi-year financial projections, cash flow forecasting, stress testing, covenant analysis, and tailored financial strategies aligned with your organizational goals. Whether navigating complex funding environments or planning for expansion, we help you make informed, data-driven decisions with clarity and confidence.
Accounting Software
Established relationships with K-12 Accounting Software Companies.
Financial Procedures
Procedures will be customized to your specific needs but also adhere to legal guidelines.
Grant Management
Manage the funds from State and Federal Grants 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.
Monthly Financial Statements (Unaudited)
The board will be provided monthly financial statements include a balance sheet, budget to actual statement of activities, financial dashboard and a narrative summary of the monthly activity.
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.
Back Office Services, RECEIVABLE, AND Day-to-day accounting services
Manage Accounts payable, cash flow, accounts receivable and day-to-day accounting services.
Budget Development
Process starts in March, draft budget presented in May and final budget approved in June.
Budget Monitoring
The budget is generally amended two times during in the fiscal year depending on the need, and authorizer requirements.