top of page

Industry Challenges We Solve
Our Proven Work Process For the Education Industry
.png)
Comprehensive Financial Consultation
_edited_edited.png)
Custom Financial Blueprint For Daycares & Institutes

Quarterly Performance Review & Market Analysis

Timely & Precise
Financial Management
Our Specialized Financial Services For Educational Institutions and Daycares

Educational Business Bookkeeping
-
Tuition and enrollment revenue tracking
-
Sophisticated staff payroll management
-
Grant and funding financial reporting
-
Multi-location financial consolidation
-
Local market educational financial benchmarking

Tax Planning &
Tax Preparation
-
Non-profit and educational institution tax strategies
-
Employee benefit tax optimization
-
State and federal compliance
-
Grant fund allocation tracking
-
San Jose and Santa Clara County specific regulatory compliance for learning institutions

Financial Advisory (Expert CFO Services)
-
Enrollment-based financial forecasting
-
Expansion feasibility studies
-
Cost-per-student analysis
-
Long-term sustainability planning
Client Success Snapshot

bottom of page