Project work for independent school financial operations



Sampling of services that are available -

  • Board strategic financial planning work 
  • Financial aid deep dive / analysis (3 - 5 years of trends)
  • Faculty salary analysis with local public schools
  • Mentor new business officers / new hires that are new to the school world
  • NBOA's long range financial model (10-year model)
  • 14-year financial aid model (shows long term impact of an award to a pre-schooler through graduation)
  • Data management notebook
  • NAIS DASL statistics analysis                                                                                                                                                                                                                                                                                                                                                                                    - Help in annual tracking / reporting                                                                                                                                                                                                                                                                                                                                                                     - Analysis of school’s figures over 3 – 5 – 10 years
  • Net tuition revenue modeling and historical analysis
  • Cost effectiveness by division
  • Class size modeling
  • Tuition and fee analysis, modeling, evaluate and recommend pricing structure, etc.
  • Teacher workload analysis / teacher effectiveness
  • Financial dashboards
  • Presentation - School "By the Numbers"
  • Accreditation work

             - Data analysis / data compilation in advance of accreditation visit​​

  • Benchmarking with comparative groups of schools
  • RFP assistance – food service, etc.
  • Fixed assets module
  • Finance committee and board work / presentations
  • Establish policies and procedures for small business offices
  • Strategic plan assistance - establish quantifiable goals, benchmarks, action plans to accomplish the goals, etc.

Sample presentations that are available for boards, head's groups, regional associations, etc.

  • Long Range Financial Planning Toolbox – Questions trustees should ask and data schools should have in preparation for               their school's strategic plan or accreditation visit
  • NBOA's Long Range Financial Model (10-year budget model)
  • Budget and financial modeling (or Why independent schools are bad business models!)
  • How to manage all the mountains of data (Data Management Notebook)
  • School "By the Numbers"
  • Benchmarking
  • Financial dashboards
  • NAIS DASL statistics analysis
  •             - Help in annual tracking / reporting 
                - Analysis of school’s figures over 3 – 5 – 10 years

  • 403(b) consortium work
  • College partnerships