Financial Planning & Management

Financial Planning & Management Consulting Services For Private School Development

Sound Financial Planning is Essential to the Sustained Operation of your School

We recognize that sound financial management is critical to the long-term operation of your private school. HEG assists school owners, trustees, and administrators in developing, implementing, and monitoring effective business planning and management systems for private schools.

HEG team of experienced associates advise on the development and implementation of effective financial planning and management model.  Fundamental elements include long-range financial planning, annual budgets and cash flows, monthly variance analysis, cash management procedures, financial reporting, and suitable accounting and legal services.

Our private school business planning services include the following:

  • Long-range financial planning
  • Budget development assistance
  • Financial Management Services
  • Financial planning and reporting guidance
  • Budget development timelines
  • Budget monitoring formats and guidance
  • Budget management
  • Business Office operation
  • Accounting assistance
  • Legal assistance guidance
  • Transportation guidance
  • Purchasing guidance
  • Auditing/external accounting assistance
  • Cash flow projections
  • Contract guidance
  • Leasing guidance

Next Step

If you are interested in our private school business planning services and would like to receive written material about HEG, or would like to discuss your particular needs, please contact Doug Halladay directly to find out more about our services. You can set this up by sending an email to or calling directly at +1-800-687-1492. We also invite you to continue browsing our website by clicking on our Private School Consulting Services.