Stephanie M

Finance Manager

Private School • Full time

Dec 2023 - Present • 2 yrs 5 mos

By day, I manage the full financial operations of a tuition-based private school, which means I’m deeply familiar with the real-world challenges schools and nonprofits face. My experience includes: • Tuition management and payment plans (including FACTS and family billing) • Multi-fund and restricted grant accounting • Monthly board financial reports and budget tracking • Payroll coordination and year-end reporting • Fundraising and event revenue tracking • Internal controls, documentation, and audit readiness • Cleaning up messy QuickBooks files and building systems that actually work I work closely with administrators, board members, and parents—so I know how important accuracy, clarity, and timeliness are when finances impact real people and real decisions. Outside of the school setting, I help small businesses and nonprofits with QuickBooks cleanups, setups, and ongoing bookkeeping. I specialize in taking confusing, overwhelming books and turning them into clean, organized, CPA-ready financials you can actually trust. If you’re looking for someone who understands: • Tuition-based revenue • Nonprofit and school accounting • Grants and restricted funds • Month-end reporting • QuickBooks Online inside and out —you’re in the right place. My goal is simple: take bookkeeping off your plate, reduce stress, and give you confidence in your numbers so you can focus on what you do best. Let’s get your books working for you—no spreadsheet misery required.