Strategic Finance and Fractional CFO Services for Education Providers
Our Fractional CFOs specialize in supporting education providers — from preschools and daycares to tutoring centers and private schools.
With years of experience in the education sector, we bring the financial expertise you need to streamline operations, manage growth, and ensure sustainable success.
Let us help you focus on what matters most: providing quality education.
Who We Help
We work with founders and operators who believe education can be both a mission and a sustainable business. Most of our clients are established or growing education providers with real enrolment, staff, and potential to scale.
Typical clients include:
Preschools and daycares looking to stabilize cash flow and simplify billing
Vocational training schools and adult education providers needing scalability and growth strategy
Private and charter K–12 schools wanting better financial visibility and audit-ready reporting
Tutoring centers and supplemental education businesses facing enrollment seasonality
We have deep experience across the USA and Canada, with particular familiarity in California, Washington, Ontario, and British Columbia.
If you want your school or center to grow in a healthy, sustainable way — without cash crunches or uncontrolled spending — this is where we shine.
We partner with you as financial thought-partners, bringing both business discipline and sensitivity to the unique challenges of education. Each engagement is custom tailored. Here are the core services we typically deliver:
(FREE) Financial Health Assessment
We provide a (FREE) comprehensive review of your current financial position, identifying areas for improvement and highlighting potential risks. By analyzing cash flow, revenue streams, and cost structures, we help education providers — from preschools to colleges — build a stable financial foundation that supports long-term growth and operational efficiency.
Revenue Optimization and Tuition Strategy
We assist in developing a strategic approach to pricing tuition and program fees, maximizing enrollment and balancing affordability for families. Whether you’re a preschool, a tutoring company, or a private school, we provide insights into setting competitive rates, managing discounts, and offering flexible payment plans to boost revenue while maintaining strong enrollment numbers.
Audit Preparation and Compliance Support
Educational providers often face strict regulatory requirements and periodic audits. Our team ensures you’re audit-ready by maintaining accurate financial records, assisting with audit preparation, and providing ongoing compliance support. We help you stay ahead of regulations, giving you peace of mind and protecting your reputation.
M&A Advisory and Exit Planning
Whether you’re looking to grow through acquisitions or plan a strategic exit, our Fractional CFOs guide you through the entire M&A process. We help education providers identify potential targets, conduct financial due diligence, and negotiate deals that align with your strategic goals. For those planning an exit, we prepare your financials for optimal valuation, ensuring a smooth transition and maximizing returns.
Financing and Capital Raising
Securing the right financing is crucial for expanding programs, upgrading facilities, or weathering cash flow gaps. We connect education providers with lenders who understand your unique needs, whether it’s for working capital, expansion, or refinancing existing debt. Our team handles lender negotiations, helps structure favorable terms, & ensures you have the capital to grow without compromising your financial stability.
Process Optimization for Scalable Growth
Administrative tasks can overwhelm education providers as they scale. We streamline your financial processes, integrating efficient systems for billing, payroll, and expense management. By optimizing workflows, we help reduce administrative burdens, allowing your team to focus more on educational quality and less on back-office tasks. The result? A leaner operation that scales smoothly as you grow.
How We Work With Schools and Education Providers
We don’t believe in complexity or long-term bind-ins. Here’s how we typically partner with clients:
Discovery Call
We talk to you about your school, your challenges, your goals. We learn your enrollment cycles, funding sources, staffing model, cash flow pain points, and ambitions.
CFO Diagnostic
We perform a thorough review of your financials, reporting, regulatory compliance, and cash flow projections. We also review tuition structure, staff costs, grants or funding, and cash-flow seasonality. You get a clear assessment of what’s working, what’s risky, and where to improve first.
90-Day Financial
Health Plan
Based on the diagnostic, we provide a simple, actionable roadmap. It covers cash flow stabilization, financial systems setup, tuition & pricing strategy tweaks, and budgeting calendars — giving you a path toward stable, repeatable profitability.
Ongoing Support & Advisory
We become your strategic finance partner: join leadership or board meetings, coordinate with accountants/bookkeepers, deliver monthly or quarterly financial reporting, run forecasts, manage banking/funding relationships, and advise on growth, expansion, acquisition, or exit
Your school gets the high-level financial oversight of a CFO without the full-time cost or commitment.
Meet Your Education CFO
I’m Bob Wang. I started and scaled a real tutoring company with more than 90 tutors. I have negotiated deals, managed education payrolls, dealt with compliance and funding cycles, and experienced the real challenges education operators face. I also have real-world private equity experience evaluating and advising education companies.
Because of this background I know what lenders, regulators, investors, and buyers look for in an education business. I know when a school’s books are clean, when cash flow is safe, and when it is time to scale or exit.
My goal is simple: help you build a school that works financially and lasts for generations.
Do you work with both private schools and tutoring centers?
Yes. We work with preschools, daycares, private and charter K–12 schools, tutoring centers, vocational and adult education providers.
How much does this cost?
Costs depend on scope and complexity. After our initial diagnostic, we propose a custom engagement plan based on your needs, the size of your school or center, and the level of ongoing support you want.
Will you work with our existing finance tools?
Yes. We adapt to your tools and systems. If needed, we can recommend improvements or upgrades to make your financial operations more scalable and reliable.
How often will we meet?
Most clients meet with us weekly or biweekly. We also join quarterly leadership or board meetings as needed.
Is there a minimum engagement length?
There is no long-term contract. After the first 90-day plan, most clients continue on a month-to-month basis based on deliverables and results.
Do you cover schools in the US and Canada?
Yes. While much of our prior work has been in California, Washington, Ontario, and British Columbia, we are comfortable working with education providers across both countries.
Work with Us
Ready to build a financially healthy, scalable, and enduring education business?
Book a free Discovery Call with us today. We will walk through your institution’s current financial situation, challenges, and long-term goals, and give you a clear path forward to stable growth and profitability.