1. OPTIMIZATION WITH AN IMPACT
(OpIm)
A School Advisory Service Firm
Investigate ~ Educate ~ Optimize
We strive to improve instruction, the school environment, and the
community-at-large through the optimization of the school’s
financial resources.

2. OPTIMIZATION WITH AN IMPACT
COMPARISON
STATUS QUO
School Business Manager
$50,000 - $70,000 + FB
Limited hours of operations
One or two schools
Local and State financial liability (i.e.,
Pension)
N/A
OpIm
School Advisor
Different level of Service
Flexible schedule
Several schools
None
Budget workshop for the PTA, CTE,
and /or SLT
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3. OPTIMIZATION WITH AN IMPACT
(OpIm)
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 Better Customer Service
 Quality Time
 Enhanced School
Experience
 Purchasing and financial
resources optimization.
 Compliance
 Engaged Staff Members
 Enhanced Guidance
 Improved Working
Environment
70 % 10% 20%

4. OPTIMIZATION WITH AN IMPACT (OpIm)
SCHOOL ADVISORY SERVICE (SAS)
LEVEL OF SERVICE COST DESCRIPTION
SL-I $ 25,000
BUDGET MANAGEMENT &
PURCHASING OPTIMIZATION
(BPO)
SL- II $ 20,000 BUDGET MANAGEMENT
OPTIMIZATION (BO)
SL- III $ 15,000 PURCHASING OPTIMIZATION
(PO)
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These prices only applied to Traditional Public Schools.

5. OPTIMIZATION WITH AN IMPACT (OpIm)
TEAM
Luis Taveras EMBA, MS
CEO & Founder
8+ years of experience in Finance and Operations
Cornell University | Bentley University |University of Essex | Baruch College
optimizationwithanimpact@gmail.com |Phone: 646.653.5740
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6. OPTIMIZATION WITH AN IMPACT (OpIm)
RESEARCH
ARE CHARTER SCHOOLS AND TRADITIONAL PUBLIC SCHOOLS
DIFFERENT FROM A FINANCIAL PERSPECTIVE?
FINANCE AND GOVERNANCE: The critical role they play in the charter schools
movement and its survival.
“THE ROLE OF DEBT IN THE SCHOOL DISTRICTS’ INSOLVENCY PUZZLE”
THE APPLENIZATION OF THE SCHOOL DISTRICTS
THE SALE OF TAXI MEDALLIONS
THE TAXI MEDALLIONS DILEMMA
THE PENSION PAIN
OUR NEW REALITY
https://fiscalintelligence.org/
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