Services

Managing your back-office financial operations so you can focus on what matters most.

For Schools: Roosevelt Solutions streamlines the entire student billing process, from tuition collection to accounts payable, helping schools maintain financial sustainability.

For Businesses: We provide end-to-end financial support, including accounts payable, accounts receivable, invoicing, payroll, and financial reporting, ensuring smooth and efficient operations.

For Healthcare Providers: Our team handles billing and collections with a focus on compassion, thoughtfulness, and respect. We prioritize patient relationships while managing insurance and direct client payments, helping practices maintain financial health without sacrificing care quality.

Fractional CFO

Financial reporting

We provide detailed financial reporting and analyses to the school’s board and administration to support decision making. Develop and design board dashboards.

Strategic decision support

We support the administration in making informed decisions by providing insights and recommendations based on financial data and analysis.

Budgeting and long-term planning

We develop annual budgets and long-term financial models that align with the school’s strategic priorities.

Tuition and fee structure analysis

We review and recommend adjustments to the tuition and fee structures to ensure they are competitive yet sustainable.

Operational cost management

We analyze the school’s financial cost structure to identify opportunities for operational efficiencies.

Mentorship, training, & team building

We serve as mentors to the business office to optimize team structure, identify opportunities, and implement best practices.

Benefits

Immediate impact: Bring in an expert that understands independent schools and can seamlessly integrate with your business office.

Cost-effective:  Leverage financial expertise to complement your current operations during targeted periods of need.

Tailored partnerships: Meet the specific needs and challenges of your school.