Private School Financial Framework Toolkit| Armanino

Benefits

Stress Test Modeling

Create stress-testing models showing how key financial metrics change through different scenarios

Customizable Outputs

Self-adjust data inputs related to enrollment, tuition, staff levels, fundraising, endowment draw, expenses and more

Freedom to Create

Unlimited scenario creation

Multi-level Access

Access to outputs for management, boards, audit and finance committees, etc.

private-school-financial-framework-toolkit-screenshots

Data Forecasting

Business officers can now forecast the impact of COVID-19 on their tuition revenue, financial aid and enrollment numbers - with the click of a button.

Optionality

During these unique times, it is imperative that every private school complete its own customized, predictive model that enables it to properly build a financial plan for the 2020-2021 academic year. Several scenarios should be considered, and an individual framework run for each. Every scenario should be stress-tested, with the financial results made easily digestible for administrators, management and school leadership. We offer several options outlined below.

FREE

90-day trail*

	Access to the Toolkit
	Manually input data
	Self create stress-testing model showing how key financial metrics change through different scenarios
	Self-adjust data inputs related to enrollment, tuition, staff levels, fundraising, endowment draw, expenses and more
	Unlimited scenario creation
	Access to outputs for management, boards, audit and finance committees, etc.

MOST POPULAR

BASIC

$500

per year

Get Started

	Access to the Toolkit
	Manually input data
	Self create stress-testing model showing how key financial metrics change through different scenarios
	Self-adjust data inputs related to enrollment, tuition, staff levels, fundraising, endowment draw, expenses and more
	Unlimited scenario creation
	Access to outputs for management, boards, audit and finance committees, etc.
	Review of one model of your choosing with your designated representative (not to exceed three hours annually)

ADVANCED

$2,500

per year

Get Started

	Access to the Toolkit
	Manually input data
	Guided tour of up to three stress-testing models showing how key financial metrics change through different scenarios
	Self-adjust data inputs related to enrollment, tuition, staff levels, fundraising, endowment draw, expenses and more
	Unlimited scenario creation
	Access to outputs for management, boards, audit and finance committees, etc.
	Review of up to three models of your choosing with your designated representative (not to exceed five hours annually)
	Guidance including strategic suggestions from an Armanino private school expert for discussions with your management board of trustees, audit and finance committees or others

All fees are fixed and must be paid by credit card. By using the dashboard, you agree to the Armanino End User License Agreement regarding the toolkit.
*After trial expires, you'll pay $299 annually if continuing with this option.

Don't see a solution that's right? We can create any solution you may need or add on service not shown. Just reach out to us using our general contact form and we'll be happy to assist you.

Five Steps to Get You Started

Once you've decided on an option above, follow the steps below to get started with the Financial Framework Tool:

For Free package, fill in the required information on the form below. For the Basic or Advanced package, download the Engagement Letter (EL) here and proceed to step 2.
Select the product option best for you, sign the EL then email it to [email protected].
Receive an email confirming receipt of the EL.
Pay the full fee by credit card per payment terms.
Receive information from our private school experts based on the option selected.

And that’s it! We want to make this process simple for you.