Finance & Accounting

to maximize every dollar and maintain full compliance.

Financial Clarity. Strong Controls. Confident Decisions.

inSchools combines day-to-day accounting with experienced financial guidance, so your school has accurate records, timely reports and the data it needs to make sound decisions. We act as a trusted financial advisor to leadership and the board, helping you keep strong internal controls, prepare for audits and stay compliant with every state and federal requirement.

Fiscal Compliance & Oversight

Charter FIRST, PIC and TEA compliance, audit prep and ongoing best-practice guidance.

Budgeting & Financial Management

Budget development, budget-to-actual monitoring, forecasting, cash flow planning and budget amendments.

Reporting & Ongoing Support

Full accounts payable, 1099 reporting, monthly financial and board reporting, and insight for long-term financial stability.

What’s Included

Accounts payable: weekly processing with a 3-business-day turnaround, PO review, check issuance and annual 1099s
Accounting: journal entries, general ledger monitoring, monthly bank reconciliations, month-end and year-end close, capital asset records and monthly federal grant drawdowns
Budgeting: up to two budget development sessions a year, monthly budget-to-actual reports, variance analysis, budget amendments, five-year projections and bond/financing projections
Audit support: primary liaison with your auditor, year-end schedules, and AFR and audit table submission in TEAL
Board reporting: monthly financial statements, cash flow and trend analysis, executive summaries and virtual attendance at board meetings on request