Our team of K-12 finance veterans is excited to partner with you.

CESO Finance is all about collaboration. Whether we're consulting on an urgent challenge or working with your district team on a short- or long-term placement, we’re ready to dig into the details and truly hear from you. Ready? Let's do this.


Transitional Management Services

Forecasting & Strategic Planning

Financial Consulting

As district finance and business staffing needs arise, our team is able to guide a smooth end-to-end transition. Learn about our onboarding, operational support, and the ways we offramp service and hand off to your new hire.

We’ll help you make data-driven decisions to map out a healthy financial future by digging into trends and analyzing historical revenue.

With decades of experience leading every aspect of school district finance, our team is ready to hear your specific concerns and help develop a customized solution.

Learn more about our service offerings.

  • Comprehensive discovery and needs assessment process
  • Interim business office staff or business services provider
  • Supervise financial planning and processes
  • Align resource allocation with district mission, vision, values
  • Leadership and support for operational areas
  • Determine needs and set financial operation parameters — needs assessment
  • Mentoring and onboarding new district hire
  • Serve as liaison between business services and school board and community at large
  • Financial and Accounting services
  • Accounts payable/receivable
  • Procurement and purchasing
  • Cash management
  • Cash Flow projections  and short-term borrowing
  • State aid and local property tax levies
  • Enrollment/facilities/finances 
  • Referendum planning
  • Capital planning 
  • Enrollment projections
  • Short and long-range facility and capacity planning
  • Financial projections
  • Project management
  • Property tax levy 
  • Monthly financial statements
  • Referendum planning
  • Debt management
  • Energy management
  • Policy and process
  • Budget preparation and monitoring
  • Align resource allocation with district mission, vision, values
  • Risk management
  • Facility maintenance management
  • Operations management
  • District boundary changes

If you're ready to hear more, let's talk about your needs and find the best way forward. 


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