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Finance Business Operations Assessment

Ready to Improve Your Business Office Operations?

Gain a deeper understanding of the strengths and opportunities within your business office. Through a Finance Business Operations Assessment, our team learns about your goals, understands your challenges, and explores your resources before developing a prioritized action plan specific to your district. Once complete, you and your team can decide to implement the recommended changes or work with our team for ongoing continued support.

Assessment Process 

  • Discovery
  • Collaboration
  • Action Plan
  • Implementation

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Together, we will review the most important categories for a successful school business office.

Purchasing & Accounts Payable

Accounts Receivable & Cash Handling

General Accounting Practices

Payroll & Benefits

Reporting & Compliance

Business Office Talent Development

Proactive Practices

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