Finance
Maximizing your resources for a sustainable future.
This is where finance meets focus. Our seasoned team of financial experts brings years of public and private experience to the school space, which means you’ll get customized plans and projections to suit your district’s needs. Whether it’s a full-service approach or consultation on a specific project, we’re equipped to bring you a better bottom line.
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Finance Business Operations Assessment
Finance Staffing Services
Project Management
Grants & Compliance
ERP Optimization
Get Exactly What You Need
Finance Business Operations Assessment
If you're not sure where to start, we recommend our Finance Business Operations Assessment. We provide a comprehensive review of your current processes and structures and then create a completely customized action plan to keep what works and replace what doesn't. We ensure your plan is actionable by prioritizing it into three categories: Do Now, Do Soon, Do Later.
Let us do the implementation work for you, or we can put the plan into your team's capable hands. Either way (or a blend of both), you can count on a course of action and timeline that are tailored to your team and district needs.
Do Now
High impact, minimal effort. These tasks can often be completed by your team, with limited support. Think of it as having all the tools in place, you just need a hand prioritizing, planning, or making a conscious effort to focus on them. This stage is often also where we determine pieces to be implemented in Do Soon.
Do Soon
High impact, medium effort. These action items build momentum, accelerating improvement, and increasing efficiency. They’re often project-based and may require an investment. Do Soon typically impacts the current or upcoming year, but the timeline is ultimately up for your team to decide.
Do Later
High impact, high effort. We make sure you’re set up for sustainable, long-term success. Think of these items as your ideal state, with Do Now and Do Soon helping lay its groundwork. Do Later can also include an analysis of results, longer-term planning, and higher levels of organizational change that may require partnership support.
The assessment explores the seven categories we consider most important for successful business office practices including:
Purchasing and Accounts Payable
Accounts Receivable and Cash Handling
General Accounting Practices
Payroll and Benefits
Reporting and Compliance
Business Office Talent Development
Proactive Practices
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