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Consultants report progress on Skyward reconciliations; district aims to close books by Oct. 1
Summary
External consultants and district finance staff reported progress reconciling the district's accounting records in Skyward and with the trustee; staff said their goal is to have reconciliations complete by Oct. 1.
District finance staff and an outside consultant told the Lake County Schools Board on Sept. 8 that significant progress has been made toward reconciling the district's books and that new report setups in Skyward will speed ongoing reconciliation work.
The board heard that a consultant (named by staff as working through Howard Reese and Sergeant) has implemented software adjustments and report templates keyed to the county chart of accounts and coordinated with the trustee to match bank and ledger balances. Finance staff said the changes will allow routine reconciliations to be completed faster and reduce the manual time previously required.
Staff described that the consultant and district personnel have restored access to legacy accounting modules and are compiling a set of reports to be used for monthly oversight. A named account staffer (Brianne Plunk) was described as executing reconciliations and journal-entry cleanups; staff emphasized the need for minor line-item corrections to ensure accurate classification.
Board members asked about timing; staff replied their goal is to complete the necessary reconciliations and present a cleared book by Oct. 1 to the Tennessee Board of Education contact referenced in the discussion.
No formal board action beyond receiving the update was required, but staff asked for continued board-level patience while the reconciliation work continues.
