25+ YEARS
Higher Education Experience
$500M+ MANAGED MANUALLY
In Student Billing and Receivables
200 - 11,000 STUDENTS SERVED
Institutions of All Sizes Across the U.S.
NATIONWIDE REMOTE & ON-SITE
Flexible Engagement
Models
OUR SERVICES
Comprehensive Bursar Solutions That Drive Results
STUDENT ACCOUNTS OPERATIONS
- Tuition & Fee Billing
- Account Adjustments
- Third-Party Billing
- Cashiering Operations
- Refund Processing
- Payment Plans
COLLECTIONS & RECEIVABLES
- Accounts Receivable Analysis
- Internal Collections
- Agency Management
- State Intercept
- Payment Plan Strategy
- Bad Debt Management
COMPLIANCE & RISK MANAGEMENT
- Title IV Compliance
- 1098-T Reporting
- PCI DSS Compliance
- FERPA Compliance
- Audit Preparation
- Policy & Procedure
- Development
EXECUTIVE ADVISORY & LEADERSHIP
- Fractional Bursar
- Interim Leadership
- KPI Dashboards
- Strategic Planning
- Policy Review
- Executive Reporting
SYSTEMS & PROCESS OPTIMIZATION
- Banner Optimization
- Process Improvement
- Internal Controls
- Workflow Design
- Training & Development
- Change Management
OUR PROCESS
A Proven Approach That Delivers
ASSESSMENT
Evaluate current operations, data, and challenges.
OPERATIONAL REVIEW
Analyze processes, controls, systems, and performance.
RECOMMENDATIONS
Provide actionable strategies tailored to your institution.
IMPLEMENTATION
Hands-on support to implement solutions.
TRAINING
Empower your team with knowledge and best practices.
PERFORMANCE MONITORING
Ongoing dashboards and KPI tracking to drive results.
EXECUTIVE INSIGHTS
Dashboards That Drive Better Decisions
We build executive dashboards that provide real-time visibility into the financial health of your student accounts operation-empowering you to make faster, smarter decisions.
ACCOUNTS RECEIVABLE AGING
Monitor AR aging, balances, and
collection performance.
CASH FLOW & RECEIVABLES
Track cash flow, collections, and
revenue trends.
COMPLIANCE & RISK MANAGEMENT
Analyze collection activity and
payment plan performance.
EXECUTIVE KPI OVERVIEW
At-a-glance view of key performance
indicators and compliance.
Bursar & Financial Solutions
Bursar & Financial Solutions
Fractional Bursar Services
StepPro Business Office Excellence Assessment
Professional Development & Staff Training for Student …
Student Accounts Receivables Recovery & Collection …
Executive Advisory & Fractional Bursar Services
Proven Higher Education Expertise
StepPro Bursar Services brings more than 25 years of higher education finance and student accounts leadership to every engagement. Our experience spans bursar operations, student billing, accounts receivable management, collections, cashiering, refunds, Title IV compliance, 1098-T reporting, Banner Student Accounts, and cross-functional collaboration with Financial Aid, Finance, Admissions, and the Registrar.
This depth of experience allows us to develop practical, compliant, and institution-specific solutions that improve cash flow, strengthen internal controls, reduce outstanding receivables, enhance operational efficiency, and support a better student financial experience.
Executive Performance Analytics & Decision Support
Effective decision-making begins with accurate, timely, and meaningful data. StepPro Bursar Services provides executive-level performance analytics, operational dashboards, and financial reporting that give institutional leaders clear visibility into the health of their student accounts operation.
Our customized reports track key performance indicators such as accounts receivable aging, collection effectiveness, billing accuracy, payment plan participation, refund activity, cash flow trends, compliance metrics, and operational productivity. These insights enable leadership to identify emerging risks, measure performance, prioritize improvement initiatives, and make informed strategic decisions that strengthen financial performance and institutional accountability.
By transforming operational data into actionable intelligence, we help colleges and universities improve business office performance, reduce outstanding receivables, strengthen compliance, and support long-term financial sustainability.
Strengthening Student Accounts. Improving Financial Performance.
StepPro Bursar Services empowers colleges and universities with executive-level bursar leadership and strategic student accounts solutions that strengthen financial operations, improve cash flow, reduce outstanding receivables, and enhance regulatory compliance.
Working as an extension of your Business Office, we provide customized strategies that optimize billing, collections, cashiering, refunds, Banner Student Accounts, Title IV compliance, and business office operations. Our collaborative, results-driven approach improves operational efficiency, supports informed decision-making, and enhances the student financial experience while advancing your institution's financial and enrollment goals.
Whether your institution requires Fractional Bursar leadership, interim executive support, operational assessments, staff development, or business office transformation, StepPro delivers practical solutions that produce measurable results and support long-term institutional success.
Executive Dashboards & Performance Reporting
StepPro Executive Intelligence Suite™
StepPro develops customized executive dashboards that provide institutional leaders with real-time visibility into the financial and operational performance of their Student Accounts and Business Office. Our dashboards transform complex operational data into meaningful performance metrics that support informed decision-making, strengthen accountability, and improve institutional financial health.
Executive Dashboard Suite
📊 Accounts Receivable Aging Dashboard
Monitor outstanding receivables by aging category, term, student population, balance type, and collection status to prioritize recovery efforts and reduce delinquency.
💰 Cash Flow & Revenue Dashboard
Track tuition revenue, payment activity, refunds, deposits, anticipated collections, and cash flow trends to support financial planning and forecasting.
📈 Collection Performance Dashboard
Measure collection effectiveness through recovery rates, payment plan participation, agency performance, state intercept activity, and outstanding balances.
💳 Student Refund Dashboard
Monitor Title IV credit balances, refund processing timelines, outstanding refunds, returned checks, stale-dated refunds, and compliance with regulatory deadlines.
🧾 Billing Accuracy Dashboard
Track billing exceptions, tuition and fee assessments, adjustments, waivers, exemptions, third-party billing activity, and billing cycle performance.
🤝 Payment Plan Dashboard
Analyze enrollment in payment plans, installment completion rates, default trends, delinquent accounts, and overall payment plan effectiveness.
⚖️ Title IV Compliance Dashboard
Monitor Title IV credit balances, refund timeliness, reconciliation status, Return of Title IV Funds (R2T4), compliance exceptions, and audit readiness indicators.
📑 IRS 1098-T Reporting Dashboard
Track reporting completeness, exception processing, correction activity, and annual IRS reporting readiness to ensure timely and accurate compliance.
🎯 Executive KPI Scorecard
Provide executive leadership with a high-level scorecard measuring the most critical Business Office performance indicators, trends, operational risks, and strategic priorities.
🏛️ Business Office Performance Dashboard
Measure operational productivity, transaction volumes, staffing performance, customer service metrics, processing turnaround times, compliance indicators, and departmental efficiency.
Custom Reporting & Analytics
Every institution has unique reporting needs. StepPro designs customized dashboards and executive reports tailored to your strategic objectives, providing actionable insights that improve decision-making, strengthen operational performance, reduce outstanding receivables, enhance compliance, and support long-term institutional financial sustainability.