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.

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.

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.

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.

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.

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.

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.

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.