Accounting, Finance, and Budgeting
We will ensure your books are accurate, closed in a timely fashion and are audit ready. We will support you in ensuring your internal controls are strong and train you and your staff in areas of weakness.
We will work with you and your team on a monthly basis to ensure that forecasts are accurate allowing you and your board to fully understand your financial position. There should be no surprises in financial reporting or in cash flow management.
Every year the facilitated budget process is thorough and involves as many staff as you want. The budget template is easy to read and use and you will be able to make changes to the model when testing out different scenarios. A budget draft will be submitted for the board to review at a board meeting prior to when the final budget is board approved.
"When I stepped into the CEO role to turn around ICEF Public Schools, Carrie played a crucial role in my success. She closed six months of books in just four weeks using a different accounting system than she was accustomed to. Her work gave me the accurate financial picture I needed to make critical decisions that ensured the school's survival. Carrie remained a trusted partner throughout, and I am forever grateful for her expertise and dedication."
~Parker Hudnut, former CEO, ICEF Public Schools