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 holistic understanding of your current processes and structures. Through our Finance Business Operations Assessment, we document your current reality and identify where you want to go next. From there, we develop a customized, actionable plan.
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.
Our team knows the ins and outs of accounts payable and accounts receivable so we’re able to jump in for as little or as much support as you need. Leverage our team to manage credit, liabilities, invoices and reporting.
Get expert guidance on federal finance award considerations and management. This program is customizable but can include: interpretation of code of federal regulations, preparation of a Schedule of Expenditures of Federal Awards, maintenance of equity calculations and other technical research.
Partner with our team to take on your payroll management system with end-to-end administration including a financial record of employee gross earnings, payroll deductions and net pay, and your related payroll tax liability.
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.
Enterprise Resource Planning (ERP) software is a great tool to streamline the work your finance and business office teams are doing. CESO can provide training for common systems you're already using - like Skyward, Y-Smart Finance and E-Finance Plus - or we can help your team implement new software to optimize your process.
When working with our team, rest easy knowing that we can manage your automated student reporting system, like MARSS. We can complete your reporting, provide training to a new human resources team member and document your processes to prevent knowledge loss.
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.
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.
Take the guesswork out of grant accounting and reconciliation by leveraging CESO to create a process for managing your government grants easily and efficiently. Already have a process? We can review and provide recommendations to make it run even smoother.
We know month-end close management like the back of our hands. When working with CESO, we can either provide you with an optimized process to make month-end as seamless as possible, or we can take on the work directly and complete it for your team.
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.
Lean on our team of experienced pros to help your new hire hit the ground running. Get coaching and guidance for school district business officials new to an executive or controller-level role within school finance.
Tap into our experienced bench of business managers ready to join your team as a long-term solution or short-term stabilization. We can help manage any or all day-to-day operations as well as lead strategic initiatives, budget projections and team members.
Leverage CESO for finance executive and director-level support for short or long-term needs. With years of experience, our team can step in to manage your finance department, budgeting, purchasing, accounting and more - helping ensure a healthy balance sheet now and in the future.
Whether temporary or permanent, tap into our team for controller-level support including budgets, audits and financial reports plus tax codes and regulations management.
We can be an interim or long-term accounting resource, seamlessly integrating into your team to keep ledgers and financial reports in tip-top shape.
Enjoy day-to-day finance support from a CESO Finance Specialist who will focus on keeping everything from payroll to accounts receivable running smoothly in your district.
Not seeing what you’re looking for? Need a combination of finance services and support? We’d love to learn more about how we can partner together to rethink possible! If it’s related to school business operations, we have an expert who can help.
Through consulting, 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? Leverage our team for federal compliance consulting, audit preparation and more. Our team develops the plan while you give yourself more hours in the day to focus on what really matters.
We partner alongside our clients to do the work with your finance or business operations team, delivering results through prioritization, collaboration and accountability.
If there's a resource gap, we can help. We do the work for our clients, providing interim and long-term staffing support from Business Manager and Finance Director to Specialist roles. We combine finance and business operations expertise with a passion for the education community.
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