INCREASE YOUR TEAM’S KNOWLEDGE, EFFICIENCY AND EFFECTIVENESS.

When you need to know it all, let us help.

ASSESS YOUR NEEDS

We can help you determine where support is most needed and then develop and implement a customized learning plan for your team.

ONE ON ONE TRAINING

Your team will implement sound financial procedures and expand their knowledge base through responsive teaching, on-demand support when needed and training delivered face-to-face, online and over the phone.

GROUP WORKSHOPS

Group trainings for your finance team, Board of Trustees or other group covers a broad range of topics including Financial Best Practices, Audit Preparation and Growth and Sustainability. Click here for a list of our workshops.

NEED IMMEDIATE GUIDANCE, ACCESS OUR ONLINE RESOURCES.

“Our CFO is extremely thorough. There are a number of things that we don’t know and she keeps us abreast of our risks.”

CHARTER SCHOOL DIRECTOR OF FINANCE & OPERATIONS, CSBM CLIENT OF 2 YEARS