Your Business Office—Strengthened by Executive Bursar Leadership
A Fractional Bursar provides your institution with the experience and strategic leadership of a seasoned university bursar—without the cost or long-term commitment of hiring a full-time executive.
StepPro Bursar Services becomes an extension of your Business Office, delivering executive-level leadership in student accounts, billing, collections, cashiering, refunds, Banner Student Accounts, compliance, and operational strategy. Our flexible engagement model allows your institution to receive exactly the level of support needed—whether for interim leadership, a specific project, operational transformation, or ongoing executive advisory services.
With more than 25 years of higher education leadership, StepPro helps colleges and universities improve cash flow, reduce outstanding receivables, strengthen compliance, optimize business office operations, and enhance the student financial experience—all while lowering operating costs and supporting institutional success.
Why Institutions Choose StepPro
Executive Leadership Without Executive Overhead
Gain the expertise of an experienced higher education bursar while paying only for the level of support your institution requires. Our Fractional Bursar model can reduce leadership costs by 40–60% compared to hiring a full-time executive, eliminating expenses such as benefits, recruitment, onboarding, and long-term employment commitments.
Compliance You Can Count On
Higher education is one of the most highly regulated industries. StepPro helps institutions maintain compliance with Title IV regulations, IRS 1098-T reporting, FERPA, PCI DSS, VA education benefits, state grant programs, and institutional policies while strengthening internal controls, audit readiness, and operational consistency.
Stronger Collections. Healthier Cash Flow.
Outstanding student receivables affect enrollment, budgeting, and institutional financial health. We develop comprehensive collection strategies that improve billing accuracy, strengthen payment plan participation, increase receivable recovery, reduce aged accounts, and improve cash flow—all while maintaining a student-centered approach.
Flexible Support That Grows With You
Whether your institution needs executive leadership during a staffing vacancy, assistance with a major project, or ongoing operational support, StepPro scales to meet your needs. Our services are available remotely, on-site, or through a hybrid engagement model designed around your goals, staffing levels, and budget.
A True Extension of Your Business Office
We work alongside your leadership team—not outside it. StepPro collaborates with Student Accounts, Financial Aid, Admissions, the Registrar, Finance, Enrollment Management, and Information Technology to strengthen processes, improve communication, and create a seamless student financial experience.
What We Deliver
Every engagement is customized to your institution's priorities and may include:
- Fractional Bursar & Interim Executive Leadership
- Student Billing & Tuition Assessment
- Accounts Receivable Management & Recovery
- Collection Strategy Development
- Banner Student Accounts Optimization
- Title IV Compliance & Credit Balance Reviews
- IRS 1098-T Compliance & Process Improvement
- Student Refund Administration
- Cashiering Operations & Internal Controls
- Payment Plan Administration & Reconciliation
- Business Office Operational Assessments
- Policy & Procedure Development
- Executive Reporting & KPI Dashboards
- Audit Preparation & Risk Assessment
- Staff Training & Leadership Development
- Business Office Transformation Projects
Strengthen Your Business Office. Improve Financial Performance
Whether your institution is experiencing a leadership vacancy, preparing for an audit, addressing aging receivables, implementing Banner improvements, or seeking long-term strategic guidance, StepPro provides the executive leadership and operational expertise to help you succeed.
Our mission is simple: strengthen student accounts operations, improve cash flow, reduce financial risk, support student success, and become a trusted extension of your Business Office.
Schedule Your Complimentary Executive Strategy Session
Let's discuss your institution's goals, operational challenges, and opportunities for improvement. During this no-obligation consultation, we'll identify practical strategies that can strengthen your Business Office and position your institution for long-term financial success.
Call (410) 818-6988 today to schedule your complimentary consultation.