Accounting, Advisory & Consulting

We help school districts, charter schools, foundations, and other government and not-for-profit entities focus on their fundamental tasks of serving others by providing accounting, advisory, and consulting solutions customized for your organization’s situation. Our vast, longstanding experience in providing accounting and auditing services to hundreds of organizations in these industries over the years allows us to provide efficient solutions that result in significant cost savings for organizations compared to the cost of hiring full-time accounting employees. Service solutions that we offer include:

  • Business manager and CFO services
  • Full-service accounting and bookkeeping solutions including:
    • Payroll (including full understanding of state pension reporting systems such as PSERS)
    • Accounts payable
    • Billing and accounts receivable
    • General ledger processes
    • Monthly close processing
    • Extensive knowledge in government accounting software such as Pro-Soft and CSIU
  • Financial review, analyses, and operational assessments
  • Board of Directors and internal reporting packages
  • Internal control system set-up and reviews
  • Grant and contract management and related compliance reporting
  • Budget development, process, and execution
  • Project management
  • Audit preparation
  • Internal control reviews and assessments
  • Evaluation or implementation of policies and procedures
  • Financial statement preparation
  • GASB 34 reporting assistance
  • Accounting standards implementation
  • AFR filings
  • BCO-10 and related filings
  • Form 990 and related filings
  • Form 1023 filings
  • Expert advisory services on operational and regulatory matters

Contact us and let us know how we can assist you.