Tag Archives: school district

Excel Made Easy – VLOOKUP and XLOOKUP

by Alex Cooksey, CFE, Consulting Manager    

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Physical Inventory Considerations

Do you know how to perform an inventory? Although it may appear straightforward, there are considerations that should be reviewed prior to commencing to avoid delays or inefficiencies.  Below is a list of items to consider when planning for a … read more >

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I Submitted a December Budget Revision, Now What?

With the deadline for December budget revisions in the rear-view mirror for applicable Arizona school districts, there can sometimes be a bit of downtime and uncertainty around this time of year about how to treat district budgeting. However, there are … read more >

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Turning the Calendar to 2026: Key Payroll Updates Every Employer Needs to Know

As we step into 2026, payroll teams have a fresh set of deadlines and compliance updates to ensure they are followed.  From W-2 reporting requirements to new contribution limits, here is a breakdown of what employers should be preparing for.  … read more >

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Strong Foundations: Key Procedures for Effective Grants Management

Grant funding is often the cornerstone that drives essential programs in municipalities, schools, and non-profit organizations. Yet, grant dollars rarely come without oversight and reporting requirements—after all, funders want to see the impact their investment is making. To keep funding … read more >

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How to Ensure Compliance with the Three Newly Added USFR Questions – Part One

The Arizona Auditor General released the USFR Compliance Questionnaire (USFR CQ) for 2024-25 audits on July 23, 2025. The questionnaire contains three new questions that Arizona school districts will be required to be in compliance with…and Arizona auditors will be … read more >

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2025 USFR CQ Changes: What Arizona Districts Need to Know

If you follow Arizona school district happenings, then you probably know that the 2025 legislative session ended on June 27, 2025, and (absent an emergency clause) the new laws will take effect September 26, 2025. Additionally, with the end of … read more >

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