Take a
SMARTER DIRECTION
with an outside look at your organization.
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Know More.
Lead Your School Better. Discover
SMARTER DIRECTIONS
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Drive your organization in
SMARTER DIRECTIONS
through strategic planning & financial health
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01

Quality: A high standard of achievement

Quality: A high standard of achievement

We take care to provide nothing but the highest quality in financial planning and consulting services for your school or business. We understand the importance of attention to detail and compliance for your organization.

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02

Customer focus: Serving our client’s needs

Customer focus: Serving our client’s needs

At Smarter Directions, our focus is on you. We want to create the best possible customer experience. We pay close attention to the needs of your organization and stakeholders to make recommendations that are just right for your school or business.

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03

Great operations: Effective people and processes

Great operations: Effective people and processes

We provide solid recommendations for your organization because we pay close attention to strategy and operations. We find the process that works in your environment to help move your organization in the right direction.

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Charter Schools

We offer strategic planning, financial compliance and financial advising for charter schools. We help shape the school’s vision and culture, as well as manage resources.

Entrepreneurs & Startups

You have a vision, but do you have a plan to get there? Clear goals, objectives and the action plan to achieve the vision will keep the organization moving forward and into greater profitability.

School Boards

A clear vision is the lifeblood of your school. Strategic planning and training help your school board stay on track to provide effective leadership and keep the school moving in the right direction.

Business Owners

We offer cash flow projections, budgeting, policy development, journal entry preparation, risk management, and outsourced CFO services to support your business in continued growth.

Our Services

Let us offer you expertise born from years of service in the Colorado Springs area.

Outsourced CFO

Charter School Financial Compliance

Strategic Planning Facilitation

Business Financial Planning & Analysis

Charter School Finance

Your expertise is your business.

Whether looking for someone to help with a one-time project or an ongoing one, as a high level financial executive, I will assist you with today’s challenges and help with developing success for tomorrow. By discovering your best ideas and defining your vision and goals, together we can make them a reality. Run your organization proactively and efficiently and get where you are going, faster.

Pay attention to class.

Keep your focus on education, while we focus on budgeting, budget tracking/analysis and long term forecasting. Ever changing compliance requirements can be hard to manage, so we will audit areas of potential non-compliance and make appropriate suggestions for correction.

Bring out the best in your team.

We believe the best ideas are within your own organization. With brainstorming and goal setting, we can create a dynamic strategic plan to help you achieve your goals efficiently and effectively. Plan, implement and monitor your goals and see them realized.

See your business trends.

Compiling and analyzing your business long-term financial plan, watching financial trends, budgeting and forecasting, as well as making sure management reports are effective, are key components to the financial health of your company. We can help.

Give students what they need to succeed.

We can provide budgeting and other financial support to keep your focus on students and education: your top priority. Budgeting properly for staffing and curriculum is critical. Our objective eye opens possibilities and offers insight for improvement. We help with long-term budget forecasting for your school.

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Contact us to see how we can help your school, business, or non-profit take a smarter direction towards financial health.

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