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Outsourced accounting and CFO-level services

Accounting handled.
Decisions clearer.

We manage your books, prepare board reports, and build budgets and forecasts. One team for your accounting and the CFO-level insight behind every decision.

Florida schools are our flagship practice. We also serve nonprofits and surgery centers.

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Serving Florida charter and private school boards

Since 2006
  • Athenian Academy of Technology and the Arts
  • South Prep Scholars Academy
  • Everglades Preparatory Academy
  • Glades Academy Charter School
  • Crestwell School
  • Central Florida Preparatory School

Every detail connected.
The whole picture, clear.

From the daily close to the decisions ahead, four connected services keep your finances moving in the same direction.

01Audit-ready accounting

Confidence starts with the books.

Transactions reconciled. Entries reviewed. A disciplined close that gives every forecast and board conversation a reliable foundation.

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A clean close. A number you can stand behind.

02Monthly board financial packages

Give your board the whole story.

Financial statements, budget-to-actual and a written recommendation. Everything your board needs to understand the month and decide what comes next.

Explore board reporting
From financial information to a clear next step.

03Budgeting and forecasting

See the possibilities. Plan the next move.

Put enrollment, funding and future commitments into context. We build budgets and scenario models so you can explore the impact before making the decision.

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A plan built around what moves your organization.

What if enrollment changes?

01Funding impact
02Staffing plan
03Cash position

Read revenue, staffing and cash together before adjusting the budget.

Planning questions, not a financial projection

04Compliance and risk management

Ready all year. Not just at audit time.

Current workpapers, tracked deadlines and one point of contact for your external auditor. The preparation happens throughout the year.

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An organized audit trail, with people accountable for it.
Four connected services.One accountable team.
THE BOARD PERSPECTIVE

Numbers are the start.
Insight is the deliverable.

Your monthly board package brings the financial position, the exceptions and the next steps into one conversation. See exactly how that looks.

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Prepared by your team.Ready for your board.

Monthly Financial Package: General Fund

Budget to actual, fiscal year to date through June 30

Line itemYTD Actualvs. budget
FEFP, state funding$4.02M91.8%
Federal and state grants$0.56M90.3%
Local and other revenue$0.24M92.3%
Total Revenues (FEFP, grants, local)$4.82M91.6%
Instruction$2.61M87.6%
Instructional support$0.48M85.7%
School administration$0.61M88.4%
Facilities and operations$0.58M87.9%
Other and capital outlay$0.24M80.0%
Total Expenditures$4.52M87.0%
Net Change in Fund Balance$0.30MAhead of plan
Ending Fund Balance$1.20M17.1% of revenue
Days cash on hand
96
Current ratio
2.0
Fund balance % of revenue
17.1%

Recommendation to the Board

Reserve position remains above the charter-school benchmark and continues to trend favorably against plan.Adopt the fiscal-year actuals as the final amended budget at the next meeting.

Illustrative sample. Figures are not from a client.

Your world. Understood.

Different missions. Different reporting needs. The same care behind every number.

Illustrative Florida school courtyard with palms and a sheltered walkway.Rooted in education.
Built around your mission.
01

Charter schools

Enrollment, public funding and authorizer reporting.

02

Private schools

Tuition, scholarships and long-term sustainability.

03

Nonprofits

Restricted funds, grants and mission-aligned reserves.

04

Surgery centers

Revenue cycles, payer mix and operating performance.

Expertise with a name behind it.

Work directly with the people who reconcile the books, build the model and explain the recommendation.

Meet our team

  • Daniel Rishavy

    Founder, President & CEO

    21+ years in Florida charter school financial management. MS in Accounting and Financial Management.

  • Mila Reed

    VP, Data & Analytics

    CFA charterholder with an MS in Data Science, leading our financial modeling and analytics work.

  • Munnawar Raza

    Manager, Accounting, Reporting & Budgets

    ACCA-certified, overseeing accounting operations and GASB/Red Book compliance across every client. Not licensed by the Department of Business and Professional Regulation.

  • Ahmed Shamsheer

    Senior Accounting & Reporting Specialist

    Advanced Excel and Power BI specialist turning complex financial data into board-legible reporting.

YOUR NEXT CHAPTERInsight Analytics

A clearer picture.
A better conversation.

Bring the questions on your mind. We’ll talk through your books, your board and what comes next.

Talk to our teamNo cost. No commitment. Just a conversation.