Multiple Services.
One Provider.

Better Service Starts Here

Budgeting &

Financial Services

Our team has decades of experience working with school districts and their project budgets. We know the potential financial problems that can arise before, during & after construction begins. We will perform a full analysis of the clients' finances and formulate a plan to move forward with your project goals.

Scope:

Description:

Provide a broad range of financial services that our team of professionals are committed to delivering in a timely and affordable manner. Our commitment to both quality financial services and project budgeting is a major contributor to our growth and success. Our team of professionals are trained in government and the nonprofit industry which allows us to understand the unique needs of each client and adapt our services to meet each circumstance. Our primary goal is to exceed the expectations of our clients by providing superior budgeting & financial services than our competition.

Accounting & Auditing Services

Financial
Audits

(fi-nan-shuhl) (aw-dits)

Description:
an objective examination and evaluation of the financial statements of an organization to make sure that the financial records are a fair and accurate representation of the transactions they claim to represent.

Financial
Statement Reviews

(fi-nan-shuhl) (steyt-muhnt) (ri-vyoo)

Description:
examining and/or reviewing the written records that convey the business activities and the financial performance of a company.

Financial Statement
Compilation

(kom-puh-ley-shuhn)

Description:
a service to assist the management of a business in presenting its financial statements, which can be either a complete set of financial statements or an individual statement.

Compliance
Audits

(kuhm-plahy-uhns) (aw-dits)

Description:
an independent evaluation to ensure that an organization is following external laws, rules, and regulations or internal guidelines, such as corporate bylaws, controls, and policies and procedures.

Single
Audits

(sing-guhl) (aw-dits)

Description:
the review of the manner in which the organization functions in order to ensure that the company is under compliance.

Account
Reconciliations

(uh-kount) (rek-uhn-sil-ee-ey-shuhn)

Description:
an accounting process that compares two sets of records to check that figures are correct and in agreement.

GAAP Conversion
Assistance

(kuhn-vur-zhuhn) (uh-sis-tuhns)

Description:
refers to assisting clients in converting their financial statements to the Generally Accepted Accounting Principles (GAAP) standard.

Service
Audits

(sur-vis) (aw-dits)

Description:
an official examination and verification of accounts and records for service organizations.

Management Consulting Services

Budget
Analysis

(buhj-it) (uh-nal-uh-sis)

Description:
examining and explaining the components of budget expenditure and revenue.

Financial
Forecasts

(fi-nan-shuhl) (fohr-kast)

Description:
an estimate of future financial outcomes for a company or project, usually applied in budgeting, which uses historical data as inputs to make informed estimates that are predictive in determining the direction of future trends.

Records
Retention

(rek-erd) (ri-ten-shuhn)

Description:
the term applied to the safeguarding of important records that document decisions, policies, financial activities and internal controls.

Internal
Control Systems

(in-tur-nl) (kuhn-trohl) (sis-tuhm)

Description:
a process for assuring achievement of an organization's objectives in operational effectiveness and efficiency, reliable financial reporting, and compliance with laws, regulations and policies.

Policy & Procedure
Consultations

(pol-uh-see) (pruh-see-jer)

Description:
provides grant management for companies and foundations, which involves accepting, analyzing, and approving grant applications, as well as working with those who are seeking grants.

Payroll & Tax
Related Guidance

(pey-rohl) (taks) (gahyd-ns)

Description:
refers to assisting clients in payroll and other tax related questions/problems that may arise.

Records
Disposal

(rek-erd) (dih-spoh-zuhl)

Description:
involves eliminating assets from the accounting records, which is needed to completely remove all traces of an asset from the balance sheet.

Grant
Administration

(grahnt) (ad-min-uh-strey-shuhn)

Description:
a process for assuring achievement of an organization's objectives in operational effectiveness and efficiency, reliable financial reporting, and compliance with laws, regulations and policies.

Budgeting

A Roadmap For Successful Projects

Creating a budget for your project is not only smart for record keeping & accounting purposes, but it can also act like a roadmap for the project. A budget can help an organization decipher how to get from here to there, while outlining the resources required for the journey. Furthermore, the budgeting process can serve as a powerful planning tool for project purposes. This helps set goals and assess the validity of the scope of the project. By regularly consulting a budget, clients can see potential shortfalls or other problems early. Our staff is experienced in budgeting for large scale projects and has experience working with clients in several different industries. We monitor costs throughout the entire project, helping our clients save money and making sure there are no issues at project closeout.