Education & Schools

Fractional finance leadership for schools and education nonprofits.

Independent schools, education nonprofits, and endowment-holding organizations balance restricted funds, tuition revenue, board audits, and long-term endowment reporting. We bring the same senior finance seat we bring to other sectors, tuned to the education fiscal-year calendar.

Teacher engaging students who are raising hands in a classroom.

Why schools and education nonprofits bring us in.

Endowment reporting, restricted-fund accounting, tuition-driven cash cycles, and a fiscal year that turns over in July all show up in the same finance function. Boards want a finance narrative aligned to the academic calendar and audit-ready ahead of the fall meetings.

Most-relevant services

The services schools reach for.

Fractional CFO

Board-ready finance leadership tuned to the academic fiscal year and endowment reporting.

See Fractional CFO

Senior Finance Director & Controller

Fractional Director or Controller running day-to-day school finance operations.

See Senior Finance Director & Controller

Financial Operations & Reporting

Monthly and annual reporting, budget management, and cash flow oversight on a school-year calendar.

See Financial Operations & Reporting
School administrator working with financial documents at a desk.
How the engagement runs

Sized to the school year, not the calendar year.

We shape engagements around the education fiscal calendar: budget building in the spring, board-ready reporting through the summer close, audit readiness before the fall board meeting, and continuous restricted-fund reporting throughout. The rhythm respects when your board actually convenes.

Client voices

Nonprofit and school leaders on the work.

Each proposal is paired with the specific engagement outcome it followed, so you can see the shape of the work, not just the sentiment.

Marjorie's calm confidence and friendly demeanor provided us with stability during our transition.
Outcome

Seamless interim Director of Accounting coverage during permanent recruitment. Month-end closes continued without a missed cycle.

AT
Allyson Tutor
CFO, San Diego Food Bank
Their expertise, efficiency, and calm command of the work immediately gave our staff and board confidence.
Outcome

Crisis-period finance leadership through complex audit preparation. Day-to-day operations covered without disruption.

AA
Adele Adkins
Managing Director, Laguna Playhouse
Their optimization of our NetSuite environment has significantly enhanced our reporting capabilities.
Outcome

NetSuite reconfiguration and executive-team financial literacy uplift during a leadership transition.

DJ
Dr. Jo-Elle Mogerman
President, Philadelphia Zoo
One Abacus' outside viewpoint and collaboration allowed us to create a more effective budgeting system.
Outcome

New budgeting system and cash-forecasting cadence delivered and adopted by the finance team.

IM
Ingrid M. Nyholm-Lange
COO, American Swedish Institute
They quickly mobilized a talented group of professionals who handled everything with expertise and ease.
Outcome

Day-to-day accounting and audit preparation carried through a critical grants-heavy period.

BS
Brenda Simmons
CEO, Institute for Public Strategies
Their expertise was instrumental as we rebuilt our financial operations from the ground up.
Outcome

Financial-operations reconstruction alongside an organizational restructuring.

KR
Kelly Ricker
COO, Global Technology Industry Association
I have had the pleasure of working with Lorin and her team for many of my Independent School clients. She is very responsive when I call and always has accounting resources with specific school / non profit experience. Each person I have used from her team has hit the ground running with very little ramp up time. Their work is exceptional and they work to truly become part of the internal team. I am very grateful for Lorin and her ability to source school-specific talent for our short- and longer-term accounting staffing!
Outcome

School-specific accounting staff placed across multiple independent school clients, for short- and longer-term engagements, with very little ramp-up time.

Independent School Partner
Private school accounting & staffing
Common questions

Questions we hear from education and schools leaders.

Yes. Restricted funds, grant reporting, endowment accounting, and program-cost allocation are the daily work here, not a foreign vocabulary. Our engagements across similar nonprofits mean the fluency arrives with us.
NetSuite, Sage Intacct, Blackbaud Financial Edge, MIP, Microsoft Dynamics 365, and QuickBooks Online. We walk into the platform you already own and tune it. We do not steer you toward the one we like best.
Yes. Audit preparation, compliance support, and board-committee packets are part of most CFO engagements. Packets ship the week before the meeting, not the morning of.
Yes. Interim Finance Director coverage during permanent recruitment is one of our most common engagements. Month-end closes on time, audit prep continues, and we help interview candidates when you are ready.
A 30-minute free consultation with Lorin. Bring the question your board keeps asking. You leave with an honest read on whether we are the right fit, one or two things you can act on immediately, and a clear next step if a scoped engagement makes sense.

Leading a school or education nonprofit?