Welcome to the Business & Finance Department of Lexington City Schools!
Greetings staff, students, parents, and community members! We are pleased to have you explore the Business & Finance Department’s page, where service and stewardship are at the forefront of our mission. We aim to provide you with comprehensive information and resources related to the financial operations that fuel the excellence of our educational journey.
What We Do:
As the financial stewards of Lexington City Schools, we manage the district’s finances with the utmost integrity and responsibility. Our team ensures that all funds are spent wisely and effectively to support high-quality education and foster a nurturing environment for all. We handle budgeting, accounting, payroll, purchasing, and financial reporting – all with a commitment to fiscal transparency and accountability.
Please refer to the menu items for a list of personnel and their specific areas of information and support. Additionally, our page provides access to valuable resources, budget reports, financial statements, and other important information. We strive to keep our community informed about the district’s financial health, ensuring you are well-equipped with knowledge and understanding about where and how resources are utilized.
Thank you for visiting our webpage and for being an integral part of the LCS Jacket family. Let’s continue working together to secure a bright and prosperous future for every student!
LCS Business & Finance Team
General Areas We Support:
Budget Development, Bank Reconciliations, Monitor All School Accounts and Funding, Reconciliation of Federal and State Allotments, Budget Transfer and Amendments, Financial Reporting for BOE, Purchase Order Approvals, Oversee Preliminary and Final Audit, Reconciliation of Capital Outlay Projects, Cash Management of Local, State, and Federal Funds, Capitalization and Depreciation of Fixed Assets, Review and Sign Checks to Vendors, Oversee Fiscal and Annual Year End Processing, Assist Program Directors/Principals/School Treasurers
Resources & Information:
N. C. Tax Form (NC-4 EZ) - Complete “Employee’s Withholding Allowance Certificate” (bottom section).
For the long form and tax worksheets, you may also access the NC-4.
Ms. Lisa Jones
Payroll (Excluding Bus and Child Nutrition), Retirement, Garnishments, Employee Verifications, School Auditing, Budget Reviews
Mrs. Yolanda Ortiz
Mrs. Kimberly Smith
Accounts Payable, Accounts Receivable, Sales Tax Reporting, Purchasing
Mrs. Terri Hoke