Financial Program Services

Business Operations Functional Analysis
Begin in your central office with a look at your district's business operations. AdvisorySolutions will examine your operations to help you get the most of this command post. Your final report includes:

• Evaluation of business office positions and functions, including technology applications
• An examination of compliance with policies, procedures and internal controls
• Recommendations for improving financial operations

Pre-Comptroller's Audit Review
Before the comptroller knocks on your door, make sure you're ready with a review from AdvisorySolutions that includes:

• Examination of internal control policies and procedures
• Compliance with relevant laws, policies and regulations
• A risk management analysis
• Evaluation of asset management

State Aid Refiling and Analysis
Let AdvisorySolutions retroactively recover state aid that is rightfully yours and help your district more effectively claim state aid in the future to maintain district operations. This service gives you:

• Examination of all relevant claims categories
• Filing of applications for proper reimbursement for all programs and aids
• Review of billing procedures
• Training for more accurate and effective state aid claiming

Long-Range Financial Planning
AdvisorySolutions will examine your district's current financial status, make assumptions based on your situation and predict where your district is headed.

• Review and analysis of your district's fund balances, revenues and expenses
• Examination of the impact of district factors on tax levies, budgets and more
• A final plan that reflects your district's financial situation and priorities that will assist you in mapping out your district's future

Additional Services
AdvisorySolutions offers these other services to help your district maximize its resources:

• Budget Development
• Financial Comparative Analysis