Enhancing Our Chart of Accounts: Reducing Your Reporting Burden

Our current Chart of Accounts(CoA) doesn't align with how districts actually operate, creating redundant reporting submissions, misclassifications, audit risk, and daily frustration. We're fixing that.

The Problem We Are Solving

Right now, you're likely reporting the same information multiple times in different formats. The disconnect between our Chart of Accounts and operational reality forces workarounds that increase your workload and compliance risk.

Our Solution: One Integrated System

The updated Chart of Accounts integrates budget, financial, and program reporting requirements into a single, cohesive framework. By aligning the system with how you actually work, we're eliminating duplication and providing clearer coding guidance.

The Goal: Less Work, Not More

While implementation requires effort upfront, the overarching aim is to significantly reduce your reporting burden in the long run. One system. One submission. Less redundancy. More time for the work that matters.

Our Collaborative Approach

We're providing comprehensive training and developed a built-in review periods where your feedback shapes the process. This is about making your work easier, and we need your input to get it right.

Get the Details

Overview Presentation - A detailed PowerPoint explaining the initiative, timeline, and benefits
New Chart of Accounts - Complete Excel file with the draft account structure and codes
2027 Program Budget and Accounting Manual (PBAM) - DRAFT
Interactive Report - This PowerBi Application will guide the user through the proposed dimensions

Share your Feedback

We need to hear from you. Please complete our feedback survey to share your insights on the proposed changes. For detailed, code-level feedback, download the feedback template and submit your comments on specific account codes. This helps us understand exactly where adjustments may be needed.
Feedback Survey
Feedback Template

Training & Support

Live and recorded training sessions, implementation guides, and a dedicated support team are available throughout the process. Resources are designed to make the transition as smooth as possible.
Click Here to schedule open office hours

Frequently Asked Questions - Click Here - Updated as needed

Ready to Begin?

Review the materials, attend training sessions, and share your feedback. Whether you manage a small rural district or large urban system, your experience helps us build a system that truly reduces burden and serves everyone better.