Simplify Your CACFP Review.
Our CACFP specialists help qualifying existing monthly-service clients organize requested records for a Texas program review. Standard and Advanced preparation projects have prerequisites. Corrective-action responses, financial-system work, and other additional support require an agreed scope.
Share your review notice and deadline so we can confirm eligibility and the work that fits your situation.
Preparation project eligibility
For existing clients with a complete 12-month program year on our PRO or ENTERPRISE monthly plan and cleared CACFP expenses on at least 9 of their 12 most recent claims. Confirm eligibility, scope, deadlines, and fees before enrollment.
Financial Management System Challenges
- Review financial records within the agreed scope and identify gaps or questions.
- Discuss expense documentation and its relationship to reimbursements.
- Confirm a separate scope for QuickBooks setup, transaction entry, or accounting cleanup.
Financial Sampling Tool Assistance
- Where included in the agreed scope, help organize records for the Financial Sampling Tool requested for your review.
- Identify account-balance or supporting-record questions to resolve.
- Discuss whether budget-amendment assistance is needed and agree on that work separately.
Enrollment & Income Eligibility Issues
- Where included in the agreed scope, compare enrollment and income-eligibility documentation with the participant list.
- Flag classification questions, missing forms, and inconsistent records.
- Your team supplies accurate records and implements needed corrections.
Plan Your Review Preparation
1. Identify Your CACFP Challenges
Share your review notice, requested records, review period, and deadline. We will confirm eligibility and agree on the work, responsibilities, and fees.
Start with the free Learn CACFP guides:
- What to expect from a Texas program review
- How to organize requested records
- How to respond to corrective-action findings
- Review-readiness self-assessment
Explore Learn CACFP. The guides are available whether or not you qualify for this project.
2. Review Financial Management System
We review the financial records included in your agreed scope and identify missing documentation or questions to resolve. QuickBooks setup, transaction entry, and financial-system cleanup are additional work to confirm before the project starts.
3. Income Eligibility & Enrollment Analysis
Where included in your agreed scope, we compare enrollment and income-eligibility records with your participant list, flag missing or inconsistent information, and identify records your team needs to correct.
4. Prioritize Gaps and Next Steps
We help identify gaps, organize available evidence, and prioritize next steps within the agreed project scope. Your organization remains responsible for accurate records, implementing corrections, and meeting the reviewer’s deadlines. Preparation does not guarantee compliance, approval, or a review without findings.
Discuss Your Review and Project Scope
Project-Based
Service
Pre-Requisites Apply
3-MONTH PAYMENT PLAN
TOTAL PRICE :
FROM $999
Administrative review preparation
This project helps qualifying existing monthly-service clients collect and organize requested records for a Texas CACFP review. Use the actual notice, review period, document request, and deadlines to define the work.
Standard Plan
Support with claim-related records available through our monthly services, plus a checklist and recommended organization system for other requested records. Your team collects and supplies financial records, policies, training documents, and other non-claim evidence.
Advanced Plan
In addition to the Standard work, our staff request, collect, and organize the non-claim documents you provide and return them in an upload-ready digital format.
Eligibility and scope
Both projects require the monthly-plan history and expense-documentation prerequisites listed in the Pre-Requisites tab. Confirm the records, responsibilities, deliverables, deadlines, and fee before enrollment.
Accounting setup or cleanup, transaction entry, budget amendments, corrective-action responses, and annual document packets are additional services to discuss separately. This project does not include a new CACFP application or guarantee compliance or a particular review outcome.
To offer this valuable service at an affordable rate, the total project cost is paid across 3 equally monthly installments. The amount of the monthly installments depends on whether you are enrolled in the STANDARD or ADVANCED project service.
AVAILABLE PROJECT PLANS
Standard Plan $999 (3 x payments of $333*)
Advanced Plan – $1,749 (3 x payments of $583*)
PAYMENT PLAN INSTALLMENTS
- Payment #1: Due at registration
- Payment #2: Due 30 days later
- Payment #3: Due 30 days later
*Sales tax will be charged for the quoted payment amounts.
Who can enroll in the preparation project?
The Standard and Advanced projects are for existing clients who meet the monthly-plan history and expense-documentation prerequisites below. Other inquiries require a separate scope discussion; contacting us does not establish eligibility.
What should I bring to the first call?
Have your review notice, document request, review period, deadlines, and known record gaps available. We will confirm eligibility, responsibilities, and the work to include.
What is the difference between Standard and Advanced?
Standard focuses on claim records available through our monthly services, plus a checklist and organization guidance for other requested records. Advanced adds collection and organization of the non-claim documents you provide into an upload-ready digital format.
Are accounting cleanup and corrective-action responses included?
Do not assume they are included. Confirm financial-system work, transaction entry, budget amendments, corrective-action preparation, and annual document packets separately in the agreed scope.
Does this include a new CACFP application?
No. For a new agreement or application corrections, see CACFP application assistance. A review-related amendment must be discussed separately.
Can preparation guarantee the review outcome?
No. We help organize records and identify gaps within the agreed scope. Your organization is responsible for its records and corrections; the reviewing authority determines findings and outcomes.
ELIGIBILITY REQUIREMENTS:
This service is only available to existing clients who meet the following eligibility requirements:
1. MINIMUM ACCEPTABLE MONTHLY PLAN
Must have been subscribed to our PRO or ENTERPRISE monthly plan for a minimum of 1 x complete 12-month program year prior to registration for the project service.
2. MAXIMUM ACCEPTABLE PRIOR CLAIM EXPENSE SHORTAGES
Clients must have already cleared their CACFP expenses on 9 of the 12 most recent claims prior to registration. Clearing expenses means the client has been diligent in regularly submitting sufficient program receipts and valid Time Distribution Reports to demonstrate the operation of a non-profit food service.
STANDARD PLAN:
- Organize test claim month records.
- Admin Review checklist + tips.
- Program expense preparation.