Providing digital tools that make school district operations efficient, effective, and effortless. Our solutions are designed to save districts time, money, and unnecessary stress—so leaders can stay focused on what matters most: students.


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

AI & Personalized Support
Call Our AI from portal Interactive Discussion and Q&A With AICall Our Team for support and assistance

Proven Successful
Processes, Procedures, Systems, Tools, Documents, Notebooks, and more
Unlock the foundational and advanced skills every education leader needs to navigate school finance, operations, management and leadership confidently.
Empower your leadership team with the clarity, skills, and systems needed for districtwide success.
Modern leadership requires modern tools—and the training to use them well.
Organize and Maintain Budget Notebooks with Key Data Elements
Leadership development that moves districts forward.
Confidence comes from having the right tools—and knowing how to use them effectively.
Strong districts begin with strong leadership capacity.
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 Lead and manage districts, campuses, and departments effectively for 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.


TASA Mid Winter Administrators Conference
📍 San Antonio, Texas
January 25–28, 2026
Contact us prior to the conference and let's connect and discuss your needs

TASBO Engage 2026
📍Grapevine , Texas
February 23–27, 2026
Contact us prior to the conference and let's connect and discuss your needs

TREA Summer Conference
📍 Round Rock, Texas
June 14–17, 2026
Contact us prior to the conference and let's connect and discuss your needs

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