Full-service accounting, financial management, and administrative services built specifically for private schools

Our core offering is complete Step Up For Students management — handling enrollment, invoicing, reporting, and funding reconciliation from start to finish, so your staff never has to chase scholarship paperwork or worry about remittance reports or posting to student accounts.

We also manage tuition invoicing and payment tracking, keeping billing on schedule and communication with families clear and timely.

For audit season, we keep your books organized and audit-ready year-round, preparing complete documentation for your annual Agreed-Upon Procedures engagement rather than scrambling at the last minute.

We also manage tuition invoicing and payment tracking, keeping billing on schedule and communication with families clear and timely. We have experience using FACTS (RenWeb), Gradelink, Sycamore, Headmaster, and numerous other SIS platforms.

Beyond scholarship and compliance work, we offer full-cycle accounting services including budgeting, payroll, HR administration, grant management, and financial reporting — giving school leaders a trusted finance partner so they can focus on what matters most: running a great school.