Our finance team has many years of experience in both non-profit and school finance and accounting. From budget preparation to financial analysis, our team works closely with board members and school administrators to provide financial transparency in operations.
Key Responsibilities of the Team:
Full-Service Financial:
Our team provides quarterly and annual closings, audits, tax reporting as well as payroll processing and reporting. Additionally, we believe in improving school employees’ financial literacy through 401k training seminars and responsible spending.
Full Suite
Financial analysis, budgeting, and forecasting
Budgets
Quarterly and annual budgets
Forcasts
Cash flow projections
Credit
Establishment of credit facilities
Payroll
Payroll processing and reporting
Governance
Fiscal governance and board financial statements and presentations