BUDGET & FINANCE

Accurate budget forecasts, detailed cash flow position and projections, accurate accounting & payroll, and a comprehensive financial analysis.

BUDGET & ACCOUNTING

ICON School Management has developed its own sophisticated financial software that enables us to provide accurate budget forecasts, detailed cash flow position and projections, and a comprehensive financial analysis.  Our team closely monitors both the expenses and revenues to ensure that the school fully understands its cash position and is able to plan ahead.  Some of the services we provide for budget and finance include:

  • Annual and multi-year budgets
  • Government financial reporting (Preliminary, 1st Interim, 2nd Interim, UA)
  • Financial statements (Income statement, cash-flows, balance sheet)
  • Real-time YTD financial summaries

  • Profit & Loss Resource Tracking
  • Live Invoice/Payment Tracking
  • Accounts Payable & Receivable
  • Audit and Tax Filings

PAYROLL

Our payroll team at ICON provides complete payroll services working concurrently with many payroll service companies.  We take great care to ensure that payrolls are processed timely and accurately.  Some of the services we provide are:

  • Build employees into the payroll system
  • New employee onboarding
  • Set-up and monitor employee deductions (Health, retirement, etc.)

  • Retirement reporting (CalSTRS/CalPERS, 403b)
  • Labor Allocations reporting
  • Employee terminations

HUMAN RESOURCES

The team at ICON School Management can conduct a needs-assessment to identify the issues and struggles faced by the school’s HR department and work collaboratively with the school management team to find an effective solution.  From developing a policy and procedure manual to monitoring its efficacy, we will ensure that the school implements a system that results in the organization operating more efficiently and effectively.  HR services include:

  • Master salary and benefits schedule
  • Hiring & Terminating policy and procedure
  • Employment Development Department claims support (UI, Disability, FMLA)

  • Staff recruitment and retention strategy
  • Job Descriptions and Performance Evaluations

Contact Us

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