School Finance

Moak Casey remains the foremost expert on the complex and ever-changing world of school finance. We offer a range of services that empower leadership to understand and react to detailed data in a meaningful way.

Our school finance services include:

Interactive Financial Modeling
Moak Casey’s online financial model allows districts to explore the funding implications of various scenarios in real time.

Template Review
With so much in the school finance world changing, school districts often want a second pair of eyes looking over their revenue projections and checking their assumptions. During our template review sessions, Moak Casey experts will help districts analyze and forecast their property values, tax rates and student attendance counts.

Staffing Studies
We develop an in-depth report that provides key insights on current staffing practices and patterns at the campus level, and offer recommendations on how to refine them in the future.

Financial Data Review
We develop a highlight of significant trends in your district financial data from the last five years as compares to district peers. Using PEIMS Actual and Budget data, we consider expenditures at the function and object level to help pinpoint strong or weak areas in district spending. Graphs, tables and charts support our analysis and provide a fresh and clear way to look at finances.

Truth-in-Taxation Services
Our team drafts district Notice for Budget and Tax Rate Adoption Hearing documents and completes the Comptroller’s worksheets for our clients. Moak Casey can also make revenue projections throughout the year using current attendance counts and property value estimates.

Compensatory Education Funding
Under HB 3, the new Census-based weights for compensatory education will change every year. The team at Moak Casey helps districts better understand and predict how this dynamic element can impact future funding.  

Our Finance Team