Flexible accounting support built for schools.

Outsourced accounting and advisory services for charter schools, private schools, and education-focused nonprofits. So you can focus on what matters most - your students.

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STRONGER SCHOOLS. BRIGHTER FUTURES.

Who We Serve

OUR FOCUS

Schools and education-focused nonprofits have unique financial needs. We understand the complexities of your funding, compliance, reporting, and board-level requirements - because it’s all we do.

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Charter Schools

Built for the realities of public charter finance.

Grant reporting, restricted funding, compliance deadlines, board reporting, and multi-source revenue tracking.

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Private Schools

Financial clarity for complex school operations.

Tuition and discount tracking, donor restrictions, budgeting, cash-flow planning, and board-level reporting.

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Education-Focused Nonprofits

Accounting support aligned with your mission.

Grant tracking, donor restrictions, fund accounting, program reporting, and financial oversight.

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More Than Bookkeeping

SPECIALIZED EXPERTISE

We provide the financial insights and support you need to operate with confidence, meet your obligations, and make a greater impact.

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Grant Reporting & Tracking

Accurate grant accounting, and compliance with reporting requirements.

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Fund Accounting & Donor Restrictions

Properly track restricted funds and maintain transparent reporting.

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Compliance & Audit Support

Stay prepared with timely filings and support through audits and reviews.

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Budgeting & Forecasting

Turn data into a plan with realistic budgets and scenario planning.

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Board Reporting & Strategic Guidance

Clear, timely financial reports to support stronger decisions and sustainability.

SEE OUR SERVICE OPTIONS ➜

OUR SERVICE OPTIONS

Accounting Support at Every Stage

Choose the level of support that fits your school’s needs. All plans include core accounting services, financial reporting, grant support, and budget preparation - with increasing advisory support, faster turnaround times, and additional value at higher tiers.

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ESSENTIAL SUPPORT

Reliable, accurate accounting to keep your organization on track.

  • Ongoing bookkeeping

  • Monthly financial reports with written commentary

  • Annual budget preparation

  • Title grant reporting

  • Audit concierge service

Ideal for organizations with straightforward accounting needs

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EXPANDED SUPPORT

More hands-on support to help you operate efficiently and stay ahead.

  • Everything in Bronze

  • Bill payment services

  • 1099 tax filing services

  • Monthly financial reports with written and video commentary

  • Quarterly cash flow forecasting

Ideal for organizations that need more hands-on financial support.

MOST POPULAR
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STRATEGIC PARTNERSHIP

A comprehensive financial partnership to support your mission and long-term goals.

  • Everything in Silver

  • Priority support and fastest turnaround

  • Monthly cash flow forecasting

  • Board or Finance Committee presentations

  • Enhanced advisory support

Ideal for organizations seeking a strategic financial partner

Not sure which option is right for your school?

Let’s talk. We’ll learn about your goals, reporting needs, and internal capacity and help you find the best fit - no pressure, just a conversation.

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