Objectivity & Partnership

Crossmark Management Group brings insight from the outside to help you avoid emotionally driven decisions in important money matters. We remain objective, available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.

The team at Crossmark works in concert with you, not just for you. We take the time to clearly understand your background, philosophy, needs and objectives, and then work collaboratively with you on your behalf, while also offering transparency around our own costs and compensation.


basic financial planning

We are committed to providing specially trained personnel with in-depth educational finance experience to assist you with (1) setting up your financial records in compliance with the Bulletin #1929 - L.A.U.G.H.,  (2) getting your financial house in order, (3) interacting with your local school board members, the Louisiana State Department of Education, the Internal Revenue Service, or any other governmental agencies. 

financial reporting and accountability

We provide assistance and monitoring services quarterly (or as needed) to help you submit financial information to various reporting agencies.  We provide assistance and monitoring services quarterly (or as needed) to help you submit financial reports and information to various governmental agencies.  Examples include, but are not limited to the following.

• Annual Financial Report (AFR) to the Louisiana Department of Education

• Comprehensive Annual Financial Report (CAFR) to the Louisiana Legislative Auditor

• Profiles of Education Personnel (PEP) Report to the Louisiana Department of Education

• Grant Requests for Reimbursement to the Louisiana Department of Education

• Quarterly Charter School Financial Report to the Louisiana State Department of Education

• W-2 reporting to the Social Security Administration & Louisiana Department of Revenue and Taxation

• 941 Quarterly Wage Report to the Internal Revenue Service

• Wage Reporting for the Louisiana Workforce Commission

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Consulting services

We provide technical support, training, or services to your staff by phone or in person when the need arises with every business function—accounting, banking, budgeting, financial reporting, purchasing, payroll, payroll deductions, group medical insurance, grant management, financial policy development, etc.


financial policy development

We provide services to help public, private, and charter school systems develop financial polices and accounting procedure manuals that comply with federal, state, and local board policies.  Financial policies are needed to help improve the financial management of the school system and provide a basis for coping with financial emergencies. 


long-term financial planning

We work with you to (1) help safeguard on-going financial sustainability beyond a single fiscal year or budget cycle, (2) achieve the Charter’s organizational mission, and (3) systematically link the annual budget to a multi-year master financial plan.  Financial sustainability is defined where planned educational services can continue without interruption, without unplanned reduction in revenues, and without disruptive cuts to services.