Who this is for
What's included in the pilot review
One operating location, one reporting month, up to 100 enrolled children.
What you provide
- Enrollment and rate schedule for the month
- Billing or invoice export from your software
- Payment/collections export
- Summarized payroll data for the period
What you receive
- Comparison of expected vs. invoiced tuition
- Credits and discounts requiring explanation
- Outstanding balances for the invoice cohort
- Payroll as a % of invoiced revenue
- Prioritized action list
- One round of factual corrections
We distinguish timing differences and legitimate adjustments from items worth investigating — we don't call every discrepancy an error or promise specific dollar recoveries. Delivery timing is confirmed after complete records and fit are assessed.
How it works
What the report covers
| Output | What it shows |
|---|---|
| Billed vs. expected tuition | Are invoices matching what your rate schedule says they should be? Differences may reflect discounts, adjustments, or errors. |
| Credits and discounts | A list of credits requiring explanation — with the amounts and which accounts they apply to. |
| Outstanding balances | What's still owed for the invoice cohort, not adjusted for whether amounts are technically overdue without due dates. |
| Payroll ratio | Payroll as a percentage of invoiced revenue — a standard operational metric. What's high or low depends on your staffing model. |
| Action list | Prioritized items to follow up on, ranked by amount and type. Not a guarantee of recovery. |
This review covers one month of operational records. It does not include tax returns, audit or assurance services, legal advice, bookkeeping cleanup, collection calls, subsidy eligibility determinations, or unlimited consultation.
Pricing
Subject to a scope check. Any expanded scope is quoted and accepted separately.
Request a pilot reviewRequest a pilot review
Tell us about your center. We'll reply within two business days to confirm fit and next steps. No bank credentials, child records, or file uploads here.