Our Services
We develop budget scenarios and systematic entries that can help districts plan and report annual budgets. During the district budget development process, we work with district staff to provide analysis on program costs to meet the districts instructional goals. We can participate in presentations for staff, community, and school boards.
We can access standard report templates from a shared library, or let our team work collaboratively with your staff to design and develop customized reports to meet the unique needs of your district. We can work with you to set up automatic scheduled reports to simplify processing and keep your staff updated.
Report preparation can be time consuming. Let our team help meet necessary external reporting requirements from local, regulatory, state, and federal agencies. We can facilitate data entry, output, and submission, as well as keeping your staff informed of deadlines and compliance requirements.
Our collaborative review of financial records includes historical trends, comparisons to districts of similar size or geographic area, evaluations based on best-practice or industry standards, and budget-to-actual analysis. Our team can provide expert feedback to increase efficiency, reduce redundancy, or assist your district with data needed for effective decision making.
We specialize in one– on– one mentorship for business office staff . This service supports needs resulting from changes and transitions in the business office. Our services are customized based upon the specific education, experience, and needs of the business office staff.
Providing a range of services to help support your district with payroll processing. Based on need, we can offer high-level audit review, data entry and payroll processing, and external reporting for required monthly, quarterly, and annual requirements, to include actual processing or support of existing district staff.
Let us help your district with processing accounting transactions, including accounts payable, accounts receivable, journal entries, cash receipts, and budgetary adjustments. We can provide resources to streamline processing by using export/import capabilities within your software and customized templates to increase efficiency and accuracy.
We facilitate annual and biennial audits with the State Auditor’s Office, working with the auditing team to provide technical support, research, documentation, and reports to assist. Our team can also provide notes to the financial statements, documentation of internal controls, documentation of compliance with district policies and procedures, and preparation strategies.
We are experienced in OSPI’s iGrants and EDS system, and can submit claims as well as process any necessary budget revisions based on your district’s programmatic needs. We work collaboratively with district staff to help align your process with the various grant requirements. We can also assist with direct grants from local and federal sources, or other state agencies.
Experience guides our advice in school district finance and we can provide specialized financial assistance for short term financial projects, as requested by the district.
The NWESD Business Manager Services supports small public districts and charter schools by providing long-term contracted staffing and services, customized to the specific needs of the district.
Fees are determined based on the scope of services requested. School districts and charter schools interested in Business Manager services can contact Lisa Matthews for review and assessment of needs.
Contact Us
Lisa Matthews
Assistant Superintendent of Finance