Strategic financial services starting at $150 per hour, including some or all of the following:

• Strategic design of your financial department, including a 3-5 years plan identifying:

  • Growth possibilities and needs

  • Current and future staff requirements for optimal performance

  • Analysis of current and future software infrastructure

  • Future-proof financial structure, including cash flow needs, risk management, accounting and reporting needs

• Mergers and acquisitions valuations and selling/acquiring strategies including financial planning and analysis.

• SOP (Standard Operating Procedures) design, tailored to your actual needs, and staff training for following those procedures

• Operational continuity planning and assurance, remaining your CFO or CFO consultant for the lifetime of your organization

• Fundraising support (Including series A, B, C) and the related financial outcomes planning and analysis

• Due diligence reporting, valuations, planning and analysis, as well as checklists and controls for proper execution

• Investor and stakeholders training, presentations, credibility building

The basic financial reporting package includes some or all of the following:

• Custom P&L and Balance Sheet reports adapted to your needs, bringing information from your own data

• Data validation

• Variation analysis: Prior year-to-date vs current year-to-date (YoY), Year-to-date over budget-to-date (YoB), Latest estimate (forecast to the end of the year)

• Forecasting: Performance projection over the next 3 to 5 years, including building sales forecast with your team

• Recommendations on Financial reporting structure, chart of accounts, and other financial settings for improved reporting

Our Controllership and accounting services include:

• Accounting, classification of expenses and data entry into your own accounting program (or ERP), or including you in our ERP and accounting management services (extra costs from licensing and data warehousing if needed)

• Ethical and cautious management of all your data entries

• Payment of expenses and ACH or check runs (remote printing or we print and send for you)

• Accounts receivable monitoring

• Cash flow management

• Internal controls

• Management of your accounting staff (Starting at $99 per hour)

• Leadership, training and mentorship of your own accounting staff (Starting at $99 per hour)

We can help with all your school business management needs. Our trained professionals combine over 30 years of school business and financial management, delivering catered solutions to your school district at a fraction of the cost:

• Meet Department of Education standards and reporting requirements

• Budget for success and student growth

• Forecast the future of your district and learn how to solve the issues you may be facing in the future ahead of time

• Capital and building usage planning

• We supervise and train your staff, or can even provide you with staff that will take care of your operational and financial needs

• We can help you hire great candidates for Business Manager and even Superintendent positions

We can help you select the right program, prepare and structure your organization for the new methodologies and mindset required by and ERP, set up the program and train your staff to use it more efficiently and take control without fearing change. We can help you with SAGE, SAP, Netsuite, Oracle Fusion, Acumatica, Epicor, Viewpoint, and many other ERPs, or software, including: Power BI, Tableau, other Business Intelligence tools, timesheets, expense reporting tools and many other software tools to help make your operation more efficient.

Let us help you measure and analyze your culture so you can understand where you are at, where you can grow, and how to create a great environment for people to grow and make your business grow too!

We provide you with highly qualified and trained staff to do your accounting at a fraction of what it would cost you to run this department internally.