Financial Leadership Without the Overhead
Our Outsourced Accounting and CFO Services are designed for schools, nonprofits, and businesses seeking expert financial management at a fraction of the cost of in-house staffing.
Let us handle the numbers so you can focus on your mission.
- What We Offer
- Our Capabilities
The Benefits of Outsourcing
Reduced Overhead
Save on the costs associated with hiring, training, and maintaining an in-house accounting team. Plus, with our tailored solutions, you only pay for what you need.
Access to Experts
Our dedicated team is always up-to-date with the latest educational financial regulations and standards. Benefit from our expertise without the hassle of continual training.
Scalability
As your institution grows, our services can adapt and expand with you, ensuring consistent, high-quality accounting support at every stage.
Peace of Mind
With School Choice CPA & Associates handling your accounts, you can have peace of mind knowing that every financial aspect is being managed with the utmost care and professionalism.
Our Pricing and Process
We use monthly, recurring, fixed-fee pricing for your work. This means no hassles and no surprises. You’ll never need to worry about reaching out to our team with a question and have a 15 minute call turned into an hour charge for service. We become part of your team.
Getting to Know You
Engage with the School Leadership: Initiate a discussion with the school’s administrative team to understand their current accounting practices, pain points, and requirements.
Identify the Scope of Service: List out the specific accounting services the school needs – whether it’s basic bookkeeping, payroll services, financial reporting, budgeting, or any specialized financial advisory.
Customized Service Design
Tailored Solutions: Based on the needs assessment, design a customized package of services. Given our specialization in Florida’s educational sector, can offer industry-specific solutions to schools, such as scholarship compliance or school fund accounting.
Technological Integration: Determine which accounting software and tools the school currently uses. If there’s a need for new software, ensure its integration with the school’s existing systems. Consider cloud-based accounting solutions for real-time access and collaboration.
Data Migration & System Setup
Secure Transfer: Use encrypted channels to transfer sensitive financial data from the school’s existing system to the one managed by School Choice CPA & Associates.
Data Migration & Reconciliation: Once data is transferred, reconcile all accounts to ensure accuracy. This might include bank accounts, payroll data, and other financial statements.
Training & Collaboration
On-site/Online Training: Host workshops for the school’s administrative team to familiarize them with the new accounting processes and any software that might be introduced. This ensures that both your team and the school’s team are on the same page.
Dedicated Liaison: Assign a dedicated associate from School Choice CPA & Associates to the school for ongoing communication. This will serve as a single point of contact, ensuring smooth operations and clarifying any queries.
We are here to address any questions you may have as you implement your plan. Additionally, for clients seeking an ongoing partnership, we provide comprehensive Tax & Business Advisory.
