Business Supports
Working with a school district in need, we co-design an innovative approach to business operations. This alliance proves to be a game-changer, allowing school districts to streamline standard operating procedures and ensure accuracy in accounting. The success of the venture allows us to attract top-tier talent to our team and provides an invaluable opportunity to familiarize ourselves with an additional accounting tool widely used in the LEARN region.
Accounts Payable & Receivable
Maintain healthy financial operations by racking the flow of money into and out of your organization
Audit Finding Remediation
Organize and facilitate your audit finding remediation process: Review of your audit report; Issue identification; Root cause analysis; Remediation planning; Implementation of the remediation plan; Monitoring and tracking of remediation efforts
Audit Preparation
Organize financial documentation; Review previous audit reports; understand applicable auditing standards; Perform internal pre-audits; Prepare personnel for audit visits; Perform reconciliations; Verify compliance
Bank Reconciliations
Gather information from your internal records; Compare deposits and receipts; Match withdrawals and payments; Check for outstanding items; reconcile the ending balance
Budgeting
Monitor expenses; Provide accurate forecasting; Prepare reports for Boards and other governing bodies
Coaching/Mentoring
Improve your organization's internal and external processes, procedures, and policies
Documentation of Policies & Procedures
Identify all necessary policies and procedures and document those in standardized formats
Education Financial System (EFS) Reporting
Standardize processes; Train staff; Manage your reporting
Financial Reporting
Identify and help complete key requires reports to capture budgeted and actual expenditures, projections, and year-over-year comparisons
Food Service Operations
Facilitate the provision meals, using LEARN's food service provider
Grant Accounting
Develop a detailed budget; Establish accounting records; Track expenditures; Allocate costs; Ensure financial and reporting compliance; Report out on and close the grant
MUNIS Expertise
Streamline financial processes. enhance operational efficiency, and improve overall financial management, using Tyler Technologies' Enterprise Resource Planning (MUNIS)
Payroll
Process payroll with accuracy and in a timely manner; Comply with legal requirements; Ensure smooth financial operations
Request for Proposals
Identify project needs; Create the RFP document; Publish and disseminate the RFP; Host the pre-proposal conference; Evaluate received proposals; Select a vendor; Execute a contract
Mike Belden
Chief Financial Officer
mbelden@learn.k12.ct.us
(860)434-4800 x 1130
LEARN provided the fiscal service capacity that our smaller district struggled to maintain, offering consistent backup and continuity. Additionally, the quality of their services was both organized and exceptional. LEARN successfully addressed numerous fiscal process errors by implementing systems-based solutions. As a result, I gained greater confidence in the data, allowing me to lead more strategically.
Jeff Wihbey, Superintendent of Region #17