Previously Round Table Advisory Network
Financial Services
We can advise boards or generally manage all of your financial needs
From pro-formas to budget implementation we are thrilled to help in this important area. We have been able to help schools with significant deficits through well-advised tuition increases, careful financial aid policies and strong payment plan options. We create purchase order systems that line up with budgets to make sure overspending does not happen without board approval.
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Bookkeeping Services
We offer every aspect of your financial services needs. We can handle payroll, purchase orders, bill payment, contract labor, hourly employees and more!
Fundraising Reports & Giving Management
We have team members who have been in the business of fundraising for years. They are able to offer the advice and support for your development purposes.
Donor Tracking & Receipts
This is an important part of honoring donors, by keeping accurate records and ensuring that they are thanked for their generosity.
Payroll & Taxes
Our bookkeeper becomes your personal accounting manager!
Budgeting Implementation
Our comprehensive board reports make sure that finances are in order and staying on budget.
Purchase Order Systems Implementation
It is important that budgets are not compromised as orders are made for curriculum. We manage this for schools.