Charter School Financial Services
Our firm provides specialized financial services tailored to the unique operational, compliance, and reporting needs of charter schools. With more than 25 years of combined experience in charter school finance, we support schools and foundations at all stages-from early planning to day-to-day operations. Our services are flexible and scalable, available on an à la carte basis, for temporary engagements, or as full-time support, depending on each school’s specific needs while ensuring that management retains all decision-making authority and assumes full responsibility for the results.
Budget Development & Financial Forecasting
Support in building realistic, data-informed budgets and multi-year financial projections aligned with your school’s strategic goals.
Start-Up Financial Guidance
Assistance for developing charter schools, including help with preparing financial documents for charter applications and early-stage planning.
Internal Controls Assessment & Support
Review and consultation on internal control systems to promote transparency, safeguard assets, and ensure compliance with funding and audit requirements. We work with school leadership to design practical control procedures that are appropriate for the size and complexity of the school.
Grant & Funding Compliance Support
Guidance on managing federal, state, and local funds in accordance with applicable requirements, including documentation and reporting.
Monthly Financial Reporting
Timely preparation of financial reports tailored for school leadership, governing boards, and external stakeholders.
Audit Coordination Services
Support in preparing for annual audits, including reconciliation, documentation, and coordination with external auditors.
Payroll & Accounts Payable Processing
Bookkeeping-related services such as payroll and vendor payments, delivered in compliance with AICPA independence standards for non-attest services.
Board & Leadership Financial Training
Customized training for board members and administrative staff to enhance financial oversight and decision-making.
Ongoing Financial Consulting
Advisory services throughout the year to support effective financial planning, compliance, and operational efficiency.