Build confidence in managing district finances with our hands-on Budget Notebook System and revenue projection training — developed by experienced superintendents.


Foundations
Founded with deep expertise from seasoned education professionals, including former superintendents

AI based Support
Call Our AI from portal
Interactive Discussion and Q&A With AI

Proven Templates and documents
Includes Level II Elements
Revenue Template Assistance
Unlock the foundational and advanced skills every education leader needs to navigate school finance confidently.
Master the TEA Summary of Finance and State Revenue Template
Locate and Collect Resources for Revenue Projection & Budget Development
Organize and Maintain Budget Notebooks with Key Data Elements
Understand Local & State Property Values and Tax Rate Adoption
Schedule and Conduct Regular Revenue Projection Reviews
With over 68 years of combined experience in education, Mark Keahey and Allen Garner bring a deep understanding of school leadership and finance. As former public school superintendents and lifelong educators, we’ve dedicated our careers to helping districts achieve operational excellence.
Through our work with district leaders, we recognized a growing need for practical guidance for new and aspiring superintendents, CFOs, and business managers seeking a strong foundation in school finance.
Our Budget Notebook System delivers hands-on, easy-to-follow training that simplifies financial management and empowers leaders to make informed, confident decisions.
Our mission: To empower the next generation of education leaders with the knowledge, structure, and confidence to manage school finances effectively and sustainably.


Superintendent
“The Budget Notebook didn’t just give us software – it gave us an entire team that actually understands the budget. For the first time in 15 years, every single principal came to the table with real questions and ideas instead of blank stares. The built-in training academy is worth the subscription by itself


Superintendent
“We cut PEIMS coding errors by 88 % in the first year and had zero budget-related audit findings for the first time ever. New staff who used to take 9–12 months to get up to speed are now fully independent in 3 weeks. The training videos and sandbox simulations are pure gold


Superintendent
I used to dread budget season. Now I actually look forward to it. The principal-specific training path finally explained how my campus allocations really work, and the dashboards let me see exactly where every dollar goes. I feel empowered instead of overwhelmed – and my teachers notice the difference.


Strategic Finance Leadership Retreat
📍 Dallas, Texas
Coming Soon
Full-day, off-site intensive for superintendents and CFOs only. Deep-dive into multi-year forecasting, debt management, referendum planning, and legislative strategy using live Budget Notebook scenarios. Limited to 20 leaders. Includes lunch and printed 3-year financial playbook.

Campus Budget Mastery Bootcamp
📍 Dallas, Texas
Coming Soon
3-hour hands-on session designed exclusively for principals and assistant principals. Learn to read your campus allotment, build activity fund budgets, manage Title I/ SCE dollars, and run what-if staffing models — all inside The Budget Notebook. Walk away confident and certified.

New Business Office Staff Fast-Track Academy
📍 Dallas, Texas
Coming soon
Two half-day sessions (Day 1 + follow-up 2 weeks later). Perfect for brand-new business managers, accountants, and PEIMS coordinators. Covers Function/Object codes, payroll projections, purchase orders, grant tracking, and zero-error amendment workflows. 95 % of past attendees are fully independent by week 4.