Financial Services, Accounting, and Analysis

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