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Finance Project Management

Customized Help To Keep Your Business Office Running Smoothly

Whether once a year or monthly, we know there are projects that need to be done but often pull the team's focus from daily business office tasks. Enter CESO. Hand off finance projects to us fore more time to focus on what matters most. Our project management services include:

  • Audit Preparation
  • Actuarial Study Preparation
  • Fixed Asset Preparation
  • Student Reporting
  • Process Documentation
  • Special Projects Budgeting

 

 

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Partner with CESO for Finance Project Management

Audit Preparation

Take the extra stress out of audit season by working with CESO for all or part of your year-end reconciliations and audit paperwork preparation.

Actuarial Study Preparation

Required to be completed every two years, actuarial studies project your organization's pension benefit liability. CESO provides actuarial support with data shell preparation so you can look at both current and retiree health data to determine your liability.

Fixed Asset Preparation

It can be hard to find time to focus on things that are important, but not urgent. That's where CESO comes in. We can help with your fixed asset consolidation, cleanup, and preparation for things like parking lots, buildings, vehicles, technology equipment, and more.

Student Reporting

Ensure maximized funding with accurate student reporting. Our experts have worked within schools for years to know the ins and outs of everything related to student data. Whether you are looking for us to complete the reporting on your behalf, train your own coordinator, document and streamline your processes, or transition your system to Ed-Fi, CESO has you covered.

Process Documentation

Standard Operating Procedures (SOPs) for your business office are essential for streamlined workflow and easier onboarding and cross-training, but many districts struggle to find time to create them. Complete documentation includes instructions and images, available to every staff member via a shared digital location, that describes the step-by-step process to successfully complete a task. CESO can assist with building this complete SOP documentation for your team using your unique processes and tools for AR, AP, payroll, month-end close, vendor management, and more.

Special Projects Budgeting

Financial planning is critical for well-kept, safe spaces for students and staff. Partner with CESO to create a buildings and grounds budget that maximizes all resources while also taking into account regular maintenance and upkeep as well as planning for any future expansions or remodels as district needs change. Our team brings decades of both facilities and finance experience to the table for a holistic approach.

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