Accounting & Daily Financial Operations
We manage daily transaction processing, accounts payable and receivable, payroll review, bank reconciliations, and detailed ledger maintenance, ensuring clean, auditable records at all times.
Financial Reporting & Analysis
Our monthly financial reports include clear narratives, budget-to-actual analysis, variance explanations, and cash flow projections, giving school leadership and boards a complete financial picture.
Budgeting & Forecasting
From annual budgets to multi-year forecasts, we support schools with enrollment-based revenue modeling, long-term planning, and charter renewal financial projections.
Compliance & Governance Support
We ensure full compliance with GASB, Red Book, district, state, and federal requirements, while also supporting board reporting, audit preparation, and financial policy development.
About us
Nearly Two Decades of Proven Charter School Expertise
We understand the unique regulatory, funding, and reporting challenges charter schools face. Our team combines rigorous financial controls with forward-looking strategies to ensure stability, compliance, and long-term sustainability.
Business Messaging Platform
Transform your business landline into a textable phone number. Enable your current number in Slack, Microsoft Teams, Salesforce and our webapp.
Our Services
Our Core Services
Accounting & Daily Financial Operations
We manage daily transaction processing, accounts payable and receivable, payroll review, bank reconciliations, and detailed ledger maintenance, ensuring clean, auditable records at all times.
Financial Reporting & Analysis
Our monthly financial reports include clear narratives, budget-to-actual analysis, variance explanations, and cash flow projections, giving school leadership and boards a complete financial picture.
Budgeting & Forecasting
From annual budgets to multi-year forecasts, we support schools with enrollment-based revenue modeling, long-term planning, and charter renewal financial projections.
Compliance & Governance Support
We ensure full compliance with GASB, Red Book, district, state, and federal requirements, while also supporting board reporting, audit preparation, and financial policy development.
