OPERATIONAL SERVICES
The Leona Group provides operational services and support, including budget oversight and financial reporting, compliance reporting, and special projects - including food service coordination, facility management and/or maintenance, financing and more.
Budget oversight and financial reporting
The Leona Group collaborates with vested parties in the budget development process, fiscally supporting both short- and long-term goals and objectives. In states where boards are present,
the board of directors retains final authority and approves the school budget.
The Leona Group manages all school financial systems including:
- accounting
- budgeting
- purchasing
- long-range planning
- state and federal reporting
For school boards, Leona Group provides regular reports and:
- proposed and revised budgets monthly status reports
- coordination with an independent auditor
- recommendations and advice on best-practice financial operations
- following pertinent accounting procedures
Compliance reporting
The Leona Group provides support in successfully operating according to authorizer, state and federal regulations. The Leona Group assists in accurate and timely compliance submissions, including producing and timely filing of compliance reports and associated paperwork.
Special projects
The Leona Group assists with special projects, working quickly and efficiently to provide guidance and action in many areas.
- Food service coordinator: supports schools in providing cost-effective school breakfast and lunch programs that meet all state and federal guidelines.
- Facility management and asbestos compliance
- Facility maintenance
- Financing
