Budget & Financial Oversight Training
Building capacity for effective financial stewardship.
Effective financial oversight requires more than good intentions—it demands specific skills and knowledge. Our training programs equip school board members, municipal officials, and administrators with practical techniques for budget analysis, financial monitoring, and accountability.
Whether through self-paced online courses, live workshops, or customized on-site training, we help your team build the confidence to ask the right questions and make informed decisions.
Services Include:
- Understanding Maine's EPS funding formula
- Budget analysis and interpretation techniques
- Financial red flag identification
- Effective oversight practices for boards
- Custom workshops for your organization
Pre-Audit Services
Get audit-ready with expert guidance.
Behind on your audits? Facing a backlog of financial records that need reconciliation? Our Pre-Audit Services help schools and municipalities prepare their financial documentation, resolve discrepancies, and get organized before engaging an auditor.
We leverage our financial oversight expertise and proven tools to streamline the preparation process—saving you time, reducing stress, and helping ensure a smoother audit experience.
Services Include:
- Financial record organization and review
- Account reconciliation support
- Discrepancy identification and resolution
- Documentation preparation
- Auditor readiness assessment
Budget & Financial Analysis
Data-driven insights for smarter decisions.
Understanding how your spending compares to state funding baselines and peer organizations is essential for effective resource management. Our Budget & Financial Analysis services provide comprehensive reviews that identify opportunities, highlight concerns, and support strategic planning.
Using our proprietary Maine School Budget Analysis Tool and deep expertise in EPS funding, we deliver actionable insights that help you optimize resources while maintaining educational quality.
Services Include:
- EPS baseline comparisons
- Peer district benchmarking
- Spending trend analysis
- Discretionary spending identification
- Scenario modeling and projections