CFO Expertise

Our CFOs know Charter Schools. Why take the risk with someone who doesn’t?

Customization

We tailor our services to complement your staff, not the other way around.

Financial Empowerment

Unexpected costs? Need a loan? We’ve got you covered. Running a school is expensive!

Fixed Fee Guarantee

No hourly rate, no surprises. Know what you’ll pay from the beginning. It’s guaranteed.

The CFO Package

The most essential aspects of finance support

Financial Budgeting & Planning
Monthly Financial Reporting
Grant/Revenue Management
Audit Preparation

Financial Budgeting & Planning

Financial budgeting and planning plays a crucial role in the success of your school. When you begin expense planning with our experts, you will not only have a reliable budget and a cash reserve, you will also be on track to meet your school’s goals.

Monthly Financial Reporting

Each month, we closely examine cash flow and expenditures. We reconcile accounts and close the books, providing up-to-date reports that give your school the information it needs to make the best decisions.

Grant/Revenue Management

We ensure your charter school gets access to all of the funds it is entitled to, and we help you report on how those funds were used. We’re your experts for Title I fund reconciliations and can provide training for your business office.

Audit Preparation

Audits may not be high on your list of favorite things, but we thrive with them. We have the experience it takes to avoid the pitfalls charter schools typically face. We’ll serve as your school’s primary liaison with auditors and pull together annual financial statements. We’ve done over 100 external, state, and federal financial audits for charter schools, which should be reassuring to you.

Optional Services

A number of optional services to meet your school’s needs

Accounts Payable
School Start-up Services
Facilities Financing
Lines of Credit/Loans

Accounts Payable

Give us your invoices, receipts, and paperwork, and we’ll make sure your vendors are paid on time. School business managers will be able to stay in control of the purchase process without the burden of doing this time-consuming, repetitive task.

School Start-up Services

You’ve been approved for a charter school…Now what? We’ll set up your accounting system and fiscal policies & procedures to get you started on the right path. And, we’ll be there for your school to help with any financial questions or needs you might have.

Facilities Financing

Your charter school wants to expand, but you are not quite certain how to make it happen. We’ll help you identify financing options that meet your school’s unique needs, and even negotiate on your behalf. Still need convincing? Over the past 2 years, we’ve helped schools secure over $47 million in bond financing.

Lines of Credit/Loans

Whether you are a newly authorized or a rapidly growing school, access to cash is a critical lifeline. We can provide a line of credit or low-interest loan to provide the working capital your school needs to operate.