Meet the Team

We know the challenges of running the day-to-day operations including journal entries, budget adjustments, forecasting, and being aware of upcoming legislation that may affect the future of your school district.  We also know that monthly and/or quarterly financial reports must be completed while preparing for the annual audit of the previous fiscal year and constructing a new budget for the next fiscal year.  Additionally we understand the need to successfully work with Human Resources as to compensation, especially since typically over 80% of a district’s expenditures are salary and benefits.  We also understand that financial services can include procurement, food services and transportation.

  • Robert’s experience with budgets and educational finance includes being the CFO of Greenville County Schools, the largest school district in South Carolina, the CFO of Washington DC Public Schools, and three school districts in Georgia including Cobb County Schools, Atlanta Public Schools, and Fulton County Schools with over 100,000 students and a billion-dollar general fund. Additionally, he worked in the South Carolina legislature at the House of Representatives initially working on the education budget and property tax issues, ultimately becoming the Director of State Budgeting and Finance for the Ways and Means Committee working on all the budgets including education, health, law enforcement, and more.

  • Holly is a licensed CPA in two states starting her career at Price Waterhouse. She began her work with school district finance as the external auditor and was later employed in the finance division of school districts in both South Carolina and Georgia including positions as Business Manager, Director of Finance and Chief Financial Officer. She also served as an Executive Director in Human Resources at Atlanta Public Schools.

Greenville News

“Morales guided the district through a turbulent financial period, establishing a firm fiscal foundation that helped the district improve its bond rating — which potentially will save local taxpayers millions. ”

Marietta Daily Journal

“Robert is very competent in what he does. He’s highly knowledgeable about moving our financial department into the age of technology.”