The factors driving revenue at the local level are constantly changing making an accurate revenue projection difficult to nail down. Our modeling and financial review provides oversight and confirmation for this complicated process.

Enacted by the legislature in 2019, efficiency audits are now a required and integral part of the the tax rate adoption process. The law requires that an audit is not only conducted effectively and throughly, but delivered in a timely manner. Our team ensures that your school district has the information it needs, when its needed and we are there to walk the school board and community through all of it.

We assist our school districts with:

- Comptroller Truth-in-Taxation Worksheet

- Calculation the school district's maximum compressed tax rate

- On-going revenue projections

- General consulting on budget and tax rate adoption

Walking into a new role is a huge undertaking, the superintendent transition plan synthesizes a school district's financial and staffing landscape into a readily accessible report that brings a new school leader quickly up to speed.

This product provides an in-depth review of your school district’s current staffing and provides policy considerations for future changes. Our review compares staffing levels against peer school districts to help further inform the school district's staffing needs.