Business Office Policies

BUSINESS OFFICE POLICIES AND PROCEDURES

BUSINESS OFFICE POLICIES AND PROCEDURES


This collection of business office policies and procedures for independent schools can serve as a foundation for developing a new school-specific business manual or enhancing an existing one. The comprehensive Word document can be customized for your school, while the PDF has extensive notes on considerations and customization. A separate checklist of policies will help ensure that your school is adhering to best practices in all areas, while samples of individual policies can be found in the boxes below.

These business office policies and procedures resources are available exclusively to NBOA members. Learn more about membership.

This resources page was developed by the NBOA Controllers Council 2023-25 and NBOA staff. Sincere thanks to accounting firm partners Armanino, CLA, Forvis Mazars and PKF O'Connor Davies, each of which provided careful review.

Armanino
CliftonLarsonAllen
Forvis Mazars
PKF O'Connor Davies