Services
Choose the level of support you need. All services are advisory-only.
One-Time
Composite Score Diagnostic
Best For
Schools that want to know where they stand and what’s driving the score.
Not included: Bookkeeping cleanup, accrual conversion execution, audit work, financial statement preparation.
What's Included
- Composite score calculation (based on required methodology)
- Ratio driver analysis (what’s pulling the score down)
- Summary of key problem areas
- Recommended fixes ranked by impact
- One debrief call to walk through results and next steps
Deliverables
- Composite Score Summary PDF
- “Top Drivers” breakdown
- Action Plan (prioritized)
One-Time
Composite Score Improvement Roadmap
Best For
Schools that already have a score (or concern) and need a concrete plan to raise it.
What's Included
- Everything in the Diagnostic, plus:
- A structured 90-day improvement roadmap
- A 12-month stabilization plan
- Implementation Map: what tasks belong to your bookkeeper vs accountant vs auditor
- Review of common classification issues that impact the balance sheet and ratios
Deliverables
- Improvement Roadmap PDF (90-day + 12-month)
- Implementation Map (roles + responsibilities)
- “What to ask your accountant” list
Ongoing
Quarterly Composite Score Monitoring
Best For
Schools that want to catch problems early—before year-end and audit.
Seasonal / Project-Based
Audit-Readiness Advisory
Best For
Schools going into audit season who want fewer surprises.