Do you provide accounting services remotely or in person at our school?
We specialize in providing top-notch remote accounting services. As a cloud-based firm, we embrace the power of technology to deliver efficient and secure services. All necessary documentation is obtained electronically, ensuring a seamless process. We utilize email and Google Meet to connect with you virtually for communication and any required meetings, offering flexibility and convenience without compromising on quality.
What accounting software do you use for schools?
We exclusively utilize QuickBooks Online to cater to our school clients’ accounting needs. This robust, cloud-based platform allows simultaneous access for multiple users, fostering collaborative and efficient financial management. QuickBooks Online’s seamless integration with a suite of third-party applications, including QuickBooks Online Payroll and Bill.com, equips us with the tools to offer cost-effective solutions that save time on daily business operations. Whether starting from the ground up or transitioning from other technologies, we ensure a smooth setup process, tailoring the software environment to best fit your school’s unique requirements.
What will you need from me to get started?
All prospective schools must complete a New Client Questionnaire. Upon receipt of this questionnaire, we will schedule a complimentary consultation to discuss your answers in greater detail and understand your school’s financial reporting needs.
Absolutely. Our team is adept at managing the financial tracking and reporting for both state and federal grants. With direct access to the Grants Management System, we take charge of preparing and submitting your monthly financial reports with precision and diligence. We regularly assist schools with a variety of grants, including the Charter School Program Grant, SAFE Grant, Robotics Grant, as well as Title I, Title II, and Title IV. Trust us to handle the intricacies of grant management, ensuring compliance and maximizing your funding opportunities.