CFO & Financial Management Services

Strengthening Financial Planning, Governance, and Compliance for K-12 Schools

We provide Virtual CFO services to strengthen financial planning, governance, and compliance for K-12 schools, enabling promoters and school leaders to focus on educational excellence while we optimize financial performance.

What Sets Us Apart

  1. Extensive knowledge of school-specific financial metrics and operational standards
  2. Rigorous analysis using proprietary frameworks
  3. Successfully improved return on invested capital for 100+ schools
  4. Customized solutions, not one-size-fits-all approaches
  5. Comprehensive stakeholder alignment process

Our Services

01

Financial Planning & Budgeting

  • Annual budgets aligned to school growth goals.
  • Forecasting for admissions, expenses, and capital investments.
02

Cost & Resource Optimization

  • Identifying cost-saving measures in transport, vendor contracts, and school operations.
  • Creating a zero-based budgeting approach to eliminate waste.
03

Financial Reporting & MIS

  • Monthly/quarterly MIS reports for promoters.
  • P&L statements, cash flow forecasts, and variance analysis.
04

Fee Structuring & Collections

  • Fee model design (competitive positioning, new programs).
  • Support in optimizing fee collections and reducing defaults.
05

Fundraising Support

  • Guidance for loans or external funding for infrastructure expansions
06

Compliance & Audits

  • Ensuring statutory compliance with taxation and education board norm

Key Projects & Outcomes

INR 30 Cr+ EBITDA optimization and reduction in group-level expenses

300% ROIC Growth (from 5% to 20% ).

Payroll Optimization (Reduced teacher strength).