Blog

Moving Away from Demographic Discounts

Demographic Discounts By: Jonathan Boulos, CEO Edited by: Mary Stange, Client Advisor Demographic Discounts Information flows more freely than it ever has in history. Catholic schools have infinitely more information available to them to help families with systems...
Moving Away from Demographic Discounts

Moving Away from Demographic Discounts

Demographic Discounts By: Jonathan Boulos, CEO Edited by: Mary Stange, Client Advisor Demographic Discounts Information flows more freely than it ever has in history. Catholic schools have infinitely more information available to them to help families with systems...

read more
Determine Your Available Financial Aid

Determine Your Available Financial Aid

Financial Aid Assessments Series 2: Determine Your Available Aid By: Jonathan Boulos, CEO Edited by: Mary Stange, Client Advisor Funded or Unfunded When you have Funded Aid, the monies are tied to some sort of external dollars. This can be a scholarship or tuition...

read more
Planning Salary Increases at Your Catholic School

Planning Salary Increases at Your Catholic School

Planning Salary Increases at Your Catholic School By Mary Stange; Client Advisor It’s not Too Early Reviewing current salaries, and planning for salary increases, should be part of the budget meetings held by Finance Councils at this time of year. Truly, in tandem...

read more
The Power of Payroll in your Catholic Organization

The Power of Payroll in your Catholic Organization

The Power of Payroll in Your Catholic Organization By Mary Stange Client Advisor Power of Payroll Confidence in your Payroll Process is a fundamental building block for employee retention. “If you mess up an employee’s payroll once or twice, you stand a good chance of...

read more
Celebrating Catholic Schools Week

Celebrating Catholic Schools Week

Celebrating Catholic Schools By Mary Stange Client Advisor St. Joseph Financial Services Catholic Schools Week Each year, in January, there is a national Catholic Schools Week. This year it is January 29-February 2, 2024. Catholic Schools use this week to celebrate...

read more
Top 8 Considerations when Setting Catholic School Tuition

Top 8 Considerations when Setting Catholic School Tuition

Top 8 Considerations when Setting Catholic School Tuition By Mary Stange - Client Advisor St. Joseph Financial Services stjfs.org Calculating Next Year’s Tuition As a Catholic School it is important to proactively calculate tuition increases for each school year. As...

read more
11 Helpful Habits of our (Financially) Healthiest Clients

11 Helpful Habits of our (Financially) Healthiest Clients

11 Helpful Habits of our (Financially) Healthiest Clients Geoff Turbiak St. Joseph Financial Services At a recent all-SJFS team offsite, we carved out some time to reflect on what our most financially healthy clients were doing to be successful.  Our clients encompass...

read more
Welcome to SJFS: Client Advisor Eric Keogler

Welcome to SJFS: Client Advisor Eric Keogler

Welcome to the SJFS team Eric Keogler! Eric works as a Client Advisor at our firm, serving clients across Catholic education. Read below to learn more about Eric and his work at SJFS! Where are you from, and where did you go to college?  I'm from Newtown, CT. I...

read more
Sage Intacct Expertise at SJFS: Welcoming Steve Kneier

Sage Intacct Expertise at SJFS: Welcoming Steve Kneier

SJFS recently welcomed to the team Steve Kneier, our new Sage Intacct expert and leadership team member. Steve has several years of experience working with Sage Intacct, and we wanted to sit down with him and see what Sage Intacct has to offer our clients and members...

read more
Employee Spotlight: Michelle Molina

Employee Spotlight: Michelle Molina

Get to know Michelle Molina, our newest Client Service Specialist for Payroll Services.  Join us in welcoming Michelle to SJFS!  Where are you from, and where did you go to college? Born and raised in South Bend, attended Ivy Tech and majored in Accounting. What drew...

read more
Conferences: Where to go, and Who to Find 

Conferences: Where to go, and Who to Find 

Conferences: Where to go, and Who to Find  There are a number of great conferences available for those in Catholic finance. These conferences offer a chance to learn from experts, network with other professionals, and stay up-to-date on the latest trends, products,...

read more
Team Perspectives: Client Advisor Mary Stange

Team Perspectives: Client Advisor Mary Stange

Forward Momentum: SJFS Team Perspective from Client Advisor Mary Stange  I remember when our leadership team got back from their onsite in May, they had the glow of men who had connected on a unified vision. Even our fearless leader, Jonathan Boulos, couldn’t keep the...

read more
Welcome to the Team: Client Advisor Mary Stange

Welcome to the Team: Client Advisor Mary Stange

  Join us in welcoming Mary Stange to the SJFS team! Learn more about her background, and time with SJFS below. From Mary Stange, Client Advisor at SJFS:  After growing up in small-town Boone, Iowa, home of the Kate Shelley High Bridge and Pufferbilly Days...

read more
New Hire Announcement: Shirley Yaich

New Hire Announcement: Shirley Yaich

Please join us in welcoming to the SJFS team Shirley Yaich! Shirley joins us after working in ministry of the Church, and was drawn to the firm by its mission to serve Catholic schools and leaders across the country. Learn more about Shirley below:   Where are...

read more
Remembering Bishop Patrick McGrath

Remembering Bishop Patrick McGrath

Today we mourn the loss, and celebrate the life, of Retired San Jose Bishop Patrick Joseph McGrath. What sticks out most to us at St. Joseph Financial Services is how Bishop McGrath was a strong supporter of Catholic education. He established a number of programs to...

read more
New Hire Announcement: Client Advisor Matthew Keller

New Hire Announcement: Client Advisor Matthew Keller

Join us in welcoming the newest SJFS Client Advisor, Matthew Keller! Before SJFS, Matthew served as a missionary with FOCUS, the Fellowship of Catholic University Students, serving students in his role on campus. Get to know Matthew below, and welcome to the team!...

read more
Employee Spotlight: Shannon McDonough

Employee Spotlight: Shannon McDonough

Where are you from, and where did you go to college?  I am from northern Michigan, specifically I live on Beaver Island. I went to college at Central Michigan University and hold a bachelor's degree in human environmental studies.  What drew you to StJFS?...

read more
New Year Tuition Set Up

New Year Tuition Set Up

Complete bySCHOOL RESPONSIBILITYHow STJFS Can Help □JanuaryFinalize tuition rates for the new school year and send to STJFS.   Finalize any discounts (registered Catholic, multi student, employee, etc.)   Determine if you are charging a registration fee...

read more
Employee Spotlight: Jacquelyn O’Neill

Employee Spotlight: Jacquelyn O’Neill

Get to know the newest member of the St JFS team, Jacquelyn O'Neill! 1. Where are you from, and where did you go to college? I am orginially from Illinois but grew up in San Diego, California. I went to Saint Mary's College of California and majored in...

read more
Employee Spotlight: Kevin Lawrence

Employee Spotlight: Kevin Lawrence

Take some time to get to know the newest member of the St JFS team, summer intern Kevin Lawrence! Where are you from, and where did you go to college?  I am originally from Elmhurst, IL which is in the western suburbs of Chicago. I am a rising Junior at the...

read more
New Hire Announcement: Payroll Product Manager Kim Kelly

New Hire Announcement: Payroll Product Manager Kim Kelly

We are happy to announce the most recent hire at St Joseph Financial Services, Kim Kelly! Kim joins our Diocesan Support Staff as our Payroll Product Manager, where she will work to ensure that our clients have the access and expertise needed to streamline payroll...

read more
New Hire Announcement: Chief of Staff, Doug Erla!

New Hire Announcement: Chief of Staff, Doug Erla!

We are happy to announce the most recent hire at St Joseph Financial Services, Doug Erla! Doug joins our leadership team as the Chief of Staff, where he will work to ensure that the team at SJFS is able to best work towards our goal of streamlining the back offices of...

read more
New Hire Announcement: Geoff Turbiak

New Hire Announcement: Geoff Turbiak

Please join us in welcoming the newest member of the St. JFS leadership team, Geoff Turbiak! Geoff joins us as the new Director of Marketing and Experience at St. JFS, bringing experience from the automotive industry and a passion for the Catholic Church. Read below...

read more
Employee Spotlight: Mark D. Mannerino

Employee Spotlight: Mark D. Mannerino

Join us in welcoming the newest member of the St JFS team, Client Advisor Mark Mannerino! Where are you from, and where did you go to college?  I'm from Pittsburgh, PA and attended college at St. Vincent College in Latrobe, PA. What drew you to StJFS? What made you...

read more
Employee Spotlight: Adan Batres

Employee Spotlight: Adan Batres

Join us as we welcome our newest client advisor, Adan Batres, to the St JFS team! Adan will be working with the schools in the Archdiocese of Los Angeles. • Where are you from, and where did you go to college?  I am from San Jose California and attended San Jose State...

read more
“That’s Just What We’ve Always Done”

“That’s Just What We’ve Always Done”

I began my career working for a consulting firm and doing work at some of the world’s largest companies. These are companies with valuations that exceed some nations, and likely exert more influence than an even larger number of nations. Despite those vast resources,...

read more
Moving Away from Demographic Discounts

Moving Away from Demographic Discounts

Demographic Discounts By: Jonathan Boulos, CEO Edited by: Mary Stange, Client Advisor Demographic Discounts Information flows more freely than it ever has in history. Catholic schools have infinitely more information available to them to help families with systems...

read more
Determine Your Available Financial Aid

Determine Your Available Financial Aid

Financial Aid Assessments Series 2: Determine Your Available Aid By: Jonathan Boulos, CEO Edited by: Mary Stange, Client Advisor Funded or Unfunded When you have Funded Aid, the monies are tied to some sort of external dollars. This can be a scholarship or tuition...

read more
Planning Salary Increases at Your Catholic School

Planning Salary Increases at Your Catholic School

Planning Salary Increases at Your Catholic School By Mary Stange; Client Advisor It’s not Too Early Reviewing current salaries, and planning for salary increases, should be part of the budget meetings held by Finance Councils at this time of year. Truly, in tandem...

read more
The Power of Payroll in your Catholic Organization

The Power of Payroll in your Catholic Organization

The Power of Payroll in Your Catholic Organization By Mary Stange Client Advisor Power of Payroll Confidence in your Payroll Process is a fundamental building block for employee retention. “If you mess up an employee’s payroll once or twice, you stand a good chance of...

read more
Celebrating Catholic Schools Week

Celebrating Catholic Schools Week

Celebrating Catholic Schools By Mary Stange Client Advisor St. Joseph Financial Services Catholic Schools Week Each year, in January, there is a national Catholic Schools Week. This year it is January 29-February 2, 2024. Catholic Schools use this week to celebrate...

read more
Top 8 Considerations when Setting Catholic School Tuition

Top 8 Considerations when Setting Catholic School Tuition

Top 8 Considerations when Setting Catholic School Tuition By Mary Stange - Client Advisor St. Joseph Financial Services stjfs.org Calculating Next Year’s Tuition As a Catholic School it is important to proactively calculate tuition increases for each school year. As...

read more
11 Helpful Habits of our (Financially) Healthiest Clients

11 Helpful Habits of our (Financially) Healthiest Clients

11 Helpful Habits of our (Financially) Healthiest Clients Geoff Turbiak St. Joseph Financial Services At a recent all-SJFS team offsite, we carved out some time to reflect on what our most financially healthy clients were doing to be successful.  Our clients encompass...

read more
Welcome to SJFS: Client Advisor Eric Keogler

Welcome to SJFS: Client Advisor Eric Keogler

Welcome to the SJFS team Eric Keogler! Eric works as a Client Advisor at our firm, serving clients across Catholic education. Read below to learn more about Eric and his work at SJFS! Where are you from, and where did you go to college?  I'm from Newtown, CT. I...

read more
Sage Intacct Expertise at SJFS: Welcoming Steve Kneier

Sage Intacct Expertise at SJFS: Welcoming Steve Kneier

SJFS recently welcomed to the team Steve Kneier, our new Sage Intacct expert and leadership team member. Steve has several years of experience working with Sage Intacct, and we wanted to sit down with him and see what Sage Intacct has to offer our clients and members...

read more
Employee Spotlight: Michelle Molina

Employee Spotlight: Michelle Molina

Get to know Michelle Molina, our newest Client Service Specialist for Payroll Services.  Join us in welcoming Michelle to SJFS!  Where are you from, and where did you go to college? Born and raised in South Bend, attended Ivy Tech and majored in Accounting. What drew...

read more
Conferences: Where to go, and Who to Find 

Conferences: Where to go, and Who to Find 

Conferences: Where to go, and Who to Find  There are a number of great conferences available for those in Catholic finance. These conferences offer a chance to learn from experts, network with other professionals, and stay up-to-date on the latest trends, products,...

read more
Team Perspectives: Client Advisor Mary Stange

Team Perspectives: Client Advisor Mary Stange

Forward Momentum: SJFS Team Perspective from Client Advisor Mary Stange  I remember when our leadership team got back from their onsite in May, they had the glow of men who had connected on a unified vision. Even our fearless leader, Jonathan Boulos, couldn’t keep the...

read more
Welcome to the Team: Client Advisor Mary Stange

Welcome to the Team: Client Advisor Mary Stange

  Join us in welcoming Mary Stange to the SJFS team! Learn more about her background, and time with SJFS below. From Mary Stange, Client Advisor at SJFS:  After growing up in small-town Boone, Iowa, home of the Kate Shelley High Bridge and Pufferbilly Days...

read more
New Hire Announcement: Shirley Yaich

New Hire Announcement: Shirley Yaich

Please join us in welcoming to the SJFS team Shirley Yaich! Shirley joins us after working in ministry of the Church, and was drawn to the firm by its mission to serve Catholic schools and leaders across the country. Learn more about Shirley below:   Where are...

read more
Remembering Bishop Patrick McGrath

Remembering Bishop Patrick McGrath

Today we mourn the loss, and celebrate the life, of Retired San Jose Bishop Patrick Joseph McGrath. What sticks out most to us at St. Joseph Financial Services is how Bishop McGrath was a strong supporter of Catholic education. He established a number of programs to...

read more
New Hire Announcement: Client Advisor Matthew Keller

New Hire Announcement: Client Advisor Matthew Keller

Join us in welcoming the newest SJFS Client Advisor, Matthew Keller! Before SJFS, Matthew served as a missionary with FOCUS, the Fellowship of Catholic University Students, serving students in his role on campus. Get to know Matthew below, and welcome to the team!...

read more
Employee Spotlight: Shannon McDonough

Employee Spotlight: Shannon McDonough

Where are you from, and where did you go to college?  I am from northern Michigan, specifically I live on Beaver Island. I went to college at Central Michigan University and hold a bachelor's degree in human environmental studies.  What drew you to StJFS?...

read more
New Year Tuition Set Up

New Year Tuition Set Up

Complete bySCHOOL RESPONSIBILITYHow STJFS Can Help □JanuaryFinalize tuition rates for the new school year and send to STJFS.   Finalize any discounts (registered Catholic, multi student, employee, etc.)   Determine if you are charging a registration fee...

read more
Employee Spotlight: Jacquelyn O’Neill

Employee Spotlight: Jacquelyn O’Neill

Get to know the newest member of the St JFS team, Jacquelyn O'Neill! 1. Where are you from, and where did you go to college? I am orginially from Illinois but grew up in San Diego, California. I went to Saint Mary's College of California and majored in...

read more
Employee Spotlight: Kevin Lawrence

Employee Spotlight: Kevin Lawrence

Take some time to get to know the newest member of the St JFS team, summer intern Kevin Lawrence! Where are you from, and where did you go to college?  I am originally from Elmhurst, IL which is in the western suburbs of Chicago. I am a rising Junior at the...

read more
New Hire Announcement: Payroll Product Manager Kim Kelly

New Hire Announcement: Payroll Product Manager Kim Kelly

We are happy to announce the most recent hire at St Joseph Financial Services, Kim Kelly! Kim joins our Diocesan Support Staff as our Payroll Product Manager, where she will work to ensure that our clients have the access and expertise needed to streamline payroll...

read more
New Hire Announcement: Chief of Staff, Doug Erla!

New Hire Announcement: Chief of Staff, Doug Erla!

We are happy to announce the most recent hire at St Joseph Financial Services, Doug Erla! Doug joins our leadership team as the Chief of Staff, where he will work to ensure that the team at SJFS is able to best work towards our goal of streamlining the back offices of...

read more
New Hire Announcement: Geoff Turbiak

New Hire Announcement: Geoff Turbiak

Please join us in welcoming the newest member of the St. JFS leadership team, Geoff Turbiak! Geoff joins us as the new Director of Marketing and Experience at St. JFS, bringing experience from the automotive industry and a passion for the Catholic Church. Read below...

read more
Employee Spotlight: Mark D. Mannerino

Employee Spotlight: Mark D. Mannerino

Join us in welcoming the newest member of the St JFS team, Client Advisor Mark Mannerino! Where are you from, and where did you go to college?  I'm from Pittsburgh, PA and attended college at St. Vincent College in Latrobe, PA. What drew you to StJFS? What made you...

read more
Employee Spotlight: Adan Batres

Employee Spotlight: Adan Batres

Join us as we welcome our newest client advisor, Adan Batres, to the St JFS team! Adan will be working with the schools in the Archdiocese of Los Angeles. • Where are you from, and where did you go to college?  I am from San Jose California and attended San Jose State...

read more
“That’s Just What We’ve Always Done”

“That’s Just What We’ve Always Done”

I began my career working for a consulting firm and doing work at some of the world’s largest companies. These are companies with valuations that exceed some nations, and likely exert more influence than an even larger number of nations. Despite those vast resources,...

read more