Industry expertise

Education

Organized Books for Every Program and Term.

Schools, tutoring centers and training providers have tuition and seasonal costs to manage. We keep income and expenses organized by program.

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What's included

  • Tuition and program income
  • Class and program tracking
  • Payroll and instructor records
  • Seasonal budgeting reports
  • Installment and refund tracking
  • Term-by-term income comparison
Common challenges

Common Bookkeeping Challenges in Education

Tuition arrives by term, payments come in installments, and instructors are paid on a different schedule. When programs share one pool of income and costs, it is hard to tell which ones are growing.

Tuition timing

Payments made in advance are recorded too early.

Income that matches the term.
Programs not tracked

You cannot tell which programs cover their costs.

Profit or loss for each program.
Instructor payments

Employees and contractors are recorded differently.

Clear payroll and contractor cost.
Classes and programs

Income and costs differ by class or program.

Easy reporting on what each program earns.
Our process

A Routine That Follows Your School Calendar

Enrollment and payment cycles repeat every term, so the books should too. We follow the same monthly steps, so each program's numbers are ready before the next term begins.

01Get Your Information

Send us your bank and payment platform statements, program lists, instructor pay records and bills. You invite us in and keep full control.

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02Organize & Record

We record tuition, fees and program income, and tie instructor pay and supplies to the programs they support.

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03Reconcile & Review

We reconcile your bank accounts, tuition and program payments to the statements, and follow up on anything that does not match.

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04Ongoing Support

Each month you receive reports by program and a budget comparison, and one person to ask when you need an answer.

Reports we suggest

Reports That Show How Each Program Performs

Profit & Loss by programWhich programs pay for themselves
Balance SheetAssets, liabilities and prepaid tuition
Budget vs. actualHow the year compares to plan
Cash flowSeasonal ups and downs
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