Account Tree K-12 Resources
Welcome to the Account Tree Resources Page, your go to hub for insights and tools dedicated to simplifying student activity fund management. We believe that informed schools are empowered schools, which is why we offer valuable content designed to support your financial oversight, ensure compliance, and streamline operations
" I wrote this book because managing student activity funds shouldn't require an accountant and dozens of spreadsheets. I've spent years working with schools to simplify the process - because it should be easy.
Too often, good people get tripped up by unclear rules and clunky systems. They aren't doing anything wrong; the system just wasn't built to help them succeed.
This book is here to change that - with particular, clear guidance designed for the real world. I believe financial Literacy isn't just taught - it's learned by doing. And student activity funds are the best place to start"​​​​​
— Tom Rossi
Co-founder, Account Tree SaaS
2025
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Understanding and adhering to our K-12 Student Activity Fund (SAF) audit guidelines is essential for every school and district. Our comprehensive guide delves into the best practices for audit readiness, offering actionable strategies to enhance transparency, strengthen internal controls, and ensure full compliance. this resource is designed to help your team confidently navigate the complexities of SAF audits, fostering a robust and accountable financial environment that safeguards student funds. Follow the link to access our Best Practices for K-12 SAF Audits.
Selecting the right software to manage your Student Activity Funds (SAF) is a critical decision that impacts accuracy, efficiency, and compliance. Our in-depth checklist provides a structured approach to evaluate potential solutions. It outlines key considerations, from essential features and reporting capabilities to security, user-friendliness, and support options. We hope this guide will empower you to make an informed choice that perfectly aligns with your schools unique needs and long term financial goals. Follow the link to access our Checklist for Choosing an SAF Software
More Resources for K-12 Financial Professionals
We're committed to being a valuable resource for the K-12 financial community. Our dedicated "Blogs" section offers a wealth of information to help you navigate the world of student activity funds.
