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You ask. We deliver.

We are a financial operations advisory agency for charter schools and non-profit organizations.

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Let's get you audit ready!

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Our Sevices

Our Vision
Complete all work with ease and accuracy and reclaim the work-life balance that is frequently lost.

Our Values
Lead with integrity. Move to inspire. Think to innovate. 

Professional Services
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Services
  • Financial audit preparation

  • Financial oversight

  • Finance systems

  • Reconciliations

  • Compensation equity analysis

  • Policy and procedures review

  • Editing and proofreading

  • EQ DEI workshops

  • CPA advisory

  • HR administration

  • Grant writing

Our Professional Services Group is available to assist!

We help executives and finance teams plan strategically and fill in performance gaps. Our advice is driven by knowledge, learned experiences, and a level of intuition and practicality applied towards achieving intended results. 

We guide you through overcoming challenges in the workplace and within yourself to realize your vision and achieve your goals.

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What we believe are essential components
of financial operations:

segregation of duties

DEFINED ROLES

integrity and timeliness as core values

VALUES

ability to produce accurate financial reports

REPORTING

adherence to policies

POLICIES

effective communication and supportive collaborations

TEAMWORK

fully utilizing grants and other funding sources

DEVELOPMENT

dedication to standard operating procedures

PROCEDURES

enforcing a system of checks and balances

ACCOUNTABILITY

seamless applications for accounting, procure-to-pay, document management

TECHNOLOGY

a readily accessible, wholesome knowledge base

360° VIEW

fulfilling audit and compliance requirements with ease

COMPLIANCE

implementing risk management practices

SAFEGUARDS

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