Childcare Financial Consulting

Navigate. Strategize. Lead.

From navigating complex decisions to building long-term strategies, we offer personalized financial consulting for preschool and daycare owners who want more than just compliance—we help you lead with confidence.

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Optimize & Grow Your Childcare Business

We’ve helped preschool and daycare owners navigate growth, rising costs, and shifting enrollment trends. As CPA advisors who also operate early education centers ourselves, we offer a strategic, big-picture view of your finances—so you can lead with clarity and confidence.

Your center deserves more than generic advice—it needs a financial strategy designed for the unique challenges of early education. Let’s build a stronger, more profitable future for your childcare business.

How We Help:

Improve Financial Health

Analyze revenue and expenses, adjust tuition strategically, and plan major investments like facility upgrades or curriculum tools at the right time.

Identify where money is leaking, how to improve margins, and how to allocate resources across staff, programs, and operations without overspending.

Run financial scenarios before expanding, evaluate the true cost of adding classrooms or locations, and build a budget that supports long-term success.

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Sole Proprietor

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Partnership

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LLC

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S Corporation

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C Corporation

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Nonprofit

Entity Formation

Entity Formation – Build on the Right Foundation

Choosing the right structure for your childcare business is one of the most important decisions you’ll make. It impacts your taxes, legal protection, and long-term growth.

We guide preschool and daycare owners through the entire entity formation process—from selecting the best structure to filing paperwork and meeting compliance requirements—so you can launch your center with clarity and confidence.

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Tuition & Financial Strategy Review – Maximize Profitability

Understanding the financial side of your childcare center is essential for long-term success. One of the most common questions we hear from preschool and daycare owners is: “Am I charging the right tuition to stay competitive and profitable?” Our in-depth tuition and financial strategy review provides clarity and actionable insights.

With our support, you’ll gain the financial visibility and confidence to make smart decisions—so your center can thrive now and in the future.

We help childcare owners determine:

Let’s Build a Financial System That Works for You

Whether you’re stabilizing operations or preparing to scale, we’ll help you stay on track every month.

Monthly Core Services

Strategic accounting and advisory services built specifically for daycare and preschool owners.

Tax & Financial Planning

We help you protect your revenue, forecast expenses, and build a long-term growth plan.

Transition
Support

Whether you’re launching a new location or preparing to sell, we guide you through every financial step.