Our Services

Stratify Consulting services provide operational, financial, and systems support for independent schools. With deep knowledge and expertise - particularly in Payments, Billing, and cross-department workflows - we help teams streamline processes, resolve issues, improve data accuracy, and get more from their technology.

Every engagement is designed to reduce friction, increase clarity, and build long-term operational confidence.

    • Flexible consulting to meet your ongoing needs.

    • Optimize payment configurations, reduce fees, improve accuracy, and ensure compliance

    • AutoPay & billing configuration guidance

    • Tuition management review

    • Receivables workflows

    • Payment plan optimization

    • Payment processor coordination

    • Fraud prevention settings

    • Peak-season billing preparation

    • New employee onboarding

    • Role-based Veracross training

    • Documentation/SOP development

    • Turnover transition support

    • Implementation clarity and guidance

    • Workflow mapping & redesign

    • General support and detailed consulting

    • Reconciliation standardization

    • Month-end support

    • Audit preparation

    • Tuition/fee policy alignment

    • Cross-team workflow alignment

    • Business & payments implementation support and guidance tailored directly to your needs to ensure proper configurations

    • Work directly with Veracross implementation techs to ensure your needs are met

    • Implementation-to-Support handoff optimization

    • Architecture & data restructuring

    • Go-live stabilization

    • End-to-end operations audit

    • Policy/process alignment

    • Efficiency & cost reduction

    • Risk mitigation

    • Full configuration audit and analysis to identify inconsistencies and inefficiencies based on your specific needs

    • Tuition & fee structure corrections

    • Legacy cleanup

    • Recurring issue diagnosis

    • Master data structure review

    • Stratify will help maintain day-to-day operations so your school and parents experience minimal disruption

    • Monthly retainers

    • Interim systems coverage

    • Weekly/biweekly check-ins

    • Continuous improvement planning

    • Stratify will connect directly with payers and parents

    • No need to send cases to support queues to find answers

    • Expert service and resolutions directly with parents - nothing lost in translation

    • Avoid confusion and misunderstandings

    • Custom reports & dashboards

    • Financial & operational forecasting

    • Audit-ready reporting

    • Revenue & tuition trend modeling

    • Monthly close alignment

    • Analysis to identify and resolve data quality concerns

    • Data integrity review

    • Duplicate cleanup

    • Historical corrections

    • Cross-system reconciliation

    • Personal, face-to-face training or consulting

    • Embed with your team

    • Perform workflows with an expert in real time

    • Provide custom improvement plans

    • Coordinate with non-business teams and other operational areas

    • Priced by complexity, prep work, and number of departments involved

    • Hourly, Daily, Weekly

    • Automate tasks, processes, workflows, payments, and more

    • Save time and eliminate manual workflows

    • Improve operational efficiency

    • Identify where automation opportunities exist and how to implement without disruption

Click here to book services or inquire further

Contact us

Let’s make your business office systems work for you, not the other way around. Interested in working with Stratify or have any questions?

Submit the information form with a brief message and we will be in touch shortly. We can’t wait to hear from you!