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This is where finance meets focus. Our seasoned team of financial experts brings years of public and private experience to the school space, which means you’ll get customized plans and projections to suit your district’s needs. Whether it’s a full-service approach or consultation on a specific project, we’re equipped to bring you a better bottom line.
The best place to start for a comprehensive look at the effectiveness and efficiency of your business office. Through our Finance Business Operations Assessment, we interview your team and study your processes to develop a customized, actionable improvement plan. Learn more →
As a school finance partner, CESO is one of the best resources to help with short-term and long-term staffing needs across your business office. Need a payroll specialist for a few months or a CFO for a year? Our team of seasoned, top-tier experts can help. Learn more →
Whether once a year or monthly, we know there are projects like student reporting, audit preparation, process documentation, actuarial study preparation and more 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 for more time to focus on what matters most. Learn more →
In the often complex and confusing world of state and federal grant funding, CESO can guide you to ensure both compliance and maximized utilization. Learn more →
Enterprise Resource Planning (ERP) software like Skyward, Smart Finance, and E-Finance Plus is a great tool to streamline the work of your finance and business office teams. If you want to get the most out of your ERP system, connect with CESO to train your team, reimplement an existing software, or switch to a new software.
Not seeing what you’re looking for? Need a combination of finance support? We’d love to learn more about how we can partner together. If it’s related to school business operations, we have an expert who can help.
If you're not sure where to start, we recommend our Finance Business Operations Assessment. We provide a comprehensive review of your current processes and structures and then create a completely customized action plan to keep what works and replace what doesn't. We ensure your plan is actionable by prioritizing it into three categories: Do Now, Do Soon, Do Later.
Let us do the implementation work for you, or we can put the plan into your team's capable hands. Either way (or a blend of both), you can count on a course of action and timeline that are tailored to your team and district needs.
The assessment explores the seven categories we consider most important for successful business office practices including:
High impact, minimal effort. The tasks prioritized in Do Now can often be completed by your team, with limited support. Think of it as having all the tools in place, you just need a hand prioritizing, planning or making a conscious effort to focus on them. This stage is often also where we determine pieces to be implemented in Do Soon.
High impact, medium effort. These action items build momentum, accelerating improvement and increasing efficiency. They’re often project-based and may require an investment. Do Soon typically impacts the current or upcoming year, but the timeline is ultimately up for your team to decide.
High impact, high effort. We make sure you’re set up for sustainable, long-term success. Think of these items as your ideal state, with Do Now and Do Soon helping lay its groundwork. Do Later can also include an analysis of results, longer-term planning, and higher levels of organizational change that may require partnership support.
Through school finance consulting, project management and staffing support, we’re here for both the big picture and the day-to-day. Partner with us for any or all, and get fully customized business operations solutions aligned with your goals.
What could you impact if you had more time? Give yourself more hours in the day by leveraging our team for a business operations assessment, federal compliance consulting, ERP optimization and more.
We partner alongside our clients to do the work with your finance team, delivering results through prioritization, collaboration and accountability for student reporting, audit preparation, special projects budgeting, and more.
If there's a resource gap, we can help. We do the work for our clients, providing interim and long-term staffing support from CFO to Finance Specialist roles. We combine finance and business operations expertise with a passion for the education community.
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