What We Offer
Our Services
Comprehensive business management expertise delivered directly to your district.
Budget Planning & Financial Management
Develop sound, defensible budgets that align with your district's strategic goals. We provide ongoing financial oversight, forecasting, and reporting to keep your district on solid fiscal ground. Our approach ensures transparency for your board and community while positioning your district for long-term fiscal health.
Audit Preparation & Compliance
Navigate state and federal compliance requirements with confidence. We prepare your district for audits, identify risk areas, and implement the internal controls that protect your district's financial integrity. From single audit requirements to state compliance reviews, we ensure your district is always ready.
Facilities & Operations Consulting
Optimize your district's facilities planning, maintenance operations, and capital project oversight. We help you make informed decisions that extend the life of your assets, manage deferred maintenance, and serve your community effectively. Our expertise spans long-range facilities planning to day-to-day operations management.
Administrative & Board Support
Provide your superintendent and board with the business office expertise they need. From policy development and board meeting preparation to interim business official services, we ensure your leadership team is informed, supported, and positioned to make sound decisions for your district.
Core Responsibilities
What We Handle on Your Behalf
As your School Business Manager, our core responsibilities span financial management, operations, reporting, and strategic advisory — giving your district comprehensive, expert coverage.
Financial Management
- Developing and overseeing annual budgets aligned with district priorities.
- Supervising accounts payable, accounts receivable, and payroll processing.
- Ensuring compliance with state, federal, and grant requirements.
Operational Support
- Negotiating vendor contracts to optimize costs and protect district interests.
- Maintaining thorough, audit-ready financial records at all times.
Reporting
- Preparing monthly financial statements for school board review.
- Supporting grant applications with detailed, accurate financial reports.
Advisory Services
- Offering recommendations for financial sustainability and operational efficiency.
- Identifying opportunities for additional funding, including grants and state programs.
All additional or unique responsibilities beyond this scope will be discussed and agreed upon with your administration to ensure alignment with your district's specific needs.
Engagement Process
How We Work With Your District
Typical Timeframe
Initial Assessment & Onboarding
We begin with a thorough review of your district's current financial systems, records, and needs — typically completed within 1–2 weeks.
System Setup & Implementation
We establish processes, templates, and reporting structures tailored to your district — generally a 3–4 week setup period.
Ongoing Monthly Support
Regular financial management, reporting, and advisory services delivered on a continuous basis aligned with your district's calendar.
Annual Budget & Review
A comprehensive annual review aligned with your district's fiscal year to plan ahead, assess performance, and set priorities.
Items & Materials
Provided by School Business Consultants
- Financial templates including budgets, cash flow statements, and compliance reports.
- Compliance checklists and audit preparation binders to ensure regulatory adherence.
- Access to a dedicated online portal for viewing financial reports and updates.
- Custom financial dashboards for real-time budget monitoring and forecasting.
Provided by Your District
- Access to existing financial records, payroll data, and vendor contracts.
- Relevant school policies and funding documentation.
- Accounting software access and secure cloud storage for collaboration.
Fee Structure
Transparent, Flexible Pricing
Our fee structure is designed to be straightforward and tailored to your district's scope of need. Every engagement begins with a custom proposal — there are no hidden costs or surprise charges.
Initial Setup Fee
A one-time fee covering onboarding, system setup, and initial assessment. Scoped to your district's size and complexity.
Monthly Service Fee
Covers ongoing financial management, reporting, and advisory support. Invoiced monthly with clear, predictable terms.
Annual Budget Review
An optional comprehensive yearly planning and review engagement, aligned with your district's fiscal year.
Additional service hours or expenses outside the agreed scope — such as unexpected audits, specialized grant applications, or extensive travel — are billed separately at a pre-agreed rate, always discussed and approved in advance.