School District and Charter School Services

With over 12 years of school accounting and leadership support services experience, I have the knowledge, experience, and skillset to support your school at various levels. Listed below are the main services I can provide, additional services are available upon request. Let me be a trusted partner for you, your school district or charter school.

  • General accounting
  • Cash flow projection
  • Budget monitoring and projection
  • Budget development
  • Financial reporting
  • Year-end closing
  • Support for Annual Audit
  • Systems review and development
  • Form and template development
  • Federal financial reporting
  • Consolidated application reporting
  • Cash management reporting
  • State and federal grant reporting
  • Grant in-kind tracking
  • Time and effort accounting
  • School data tracking
  • Plan development assistance, including LCAP

Please note, I will not be performing attest services such as audit or financial statement reviews.