Financial Guidance Built for Schools and Early Learning Centers

From budgets and cash flow to enrollment and growth,
we help educational leaders turn numbers into
better decisions.

An animated owl dressed in a blue blazer, bow tie, and glasses, standing at a desk with a clipboard and pointing to a blackboard with business and education-related checklists. The desk has books labeled Clarity, Confidence, and Better Decisions, a mug, a plant, and a cup of pens.
Blue background sign with a green circle featuring a white upward-trending bar chart. Text reads 'Financial Strategy & CFO Advisory' with checkmarks next to services like leadership meetings, financial interpretation, reporting, and planning. Yellow text at the bottom asks 'What should I do next?'

STRATEGIC ADVISORY

A promotional poster for budgeting and forecasting services, featuring a calculator icon, with items listed such as annual budgets, cash forecasting, multi-year planning, and staffing models, and the question "Can we afford this?" at the bottom.
A blue poster with a green icon of a computer monitor displaying a rising bar chart at the top. The text reads 'KPI Dashboards & Reporting' and lists four points: Tuition metrics, Labor ratios, Enrollment trends, Cash reserves, each with a green check mark. At the bottom, there's a yellow line with the question 'What should I be watching?'

OPERATIONS & COMPLIANCE

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Accounting & Reporting

  • Monthly financials

  • General ledger oversight

  • Management reports

Icon of a classical government or museum building with columns and a triangular roof.

  • Government grants

  • CACFP Funds

  • Compliance tracking

Grant Management

Icon of a document with a checkmark overlay.

  • Personal and Business Tax returns

  • 990 Support

  • Step-Up AUP Preparation

Audit & Tax Support

An educational graphic about tuition and pricing strategy, featuring a dollar sign icon and questions about how much to raise tuition for 10% profit, with checkmarks next to breakeven analysis, market comparisons, and revenue modeling.

GROWTH & DECISIONS

A poster titled 'Enrollment & Staffing Analysis' with a green icon of three people. It asks, 'Do we have the right staffing levels?' and lists three checks: capacity planning, teacher ratios, enrollment forecasting.
A sign discussing expansion planning for a new classroom or school, featuring a green icon of a school building, with points on financial feasibility, cash requirements, and risk analysis.
CASH FLOW Do you have enough cash? Know whether your school has the reserves it needs—not just whether it shows a profit.
STAFFING Is your payroll where it should be? See whether staffing costs and enrollment are working together.
TUITION Are you charging enough? Find out whether your tuition supports your actual cost of operating the school.
PROFITABILITY Is your school financially sustainable? Understand what you're really earning and where your margins can improve.
Ready for clarity? Let's talk about your school or center. Let's Talk