Growing Successful Charter Schools

Helping to define and conquer your objectives in a timely manner.

We're here to help those affected by COVID-19. Please contact us to learn more on our relief efforts to help you, including SBA loans.


Like you, the Charter CFO team believes that charter schools provide a quality option within the American education system. Charter schools offer children options in public K-12 education, providing more opportunities to thrive and succeed in ways that complement the offerings of tradition public schools.

For many families and students in areas with low-performing or failing traditional public schools, a charter school is often the only other option to find the most appropriate education setting. Whether you are in the exploratory, start-up, turn-around or growth stages with your charter school, Charter CFO has the proven experience and passion to help make your school operationally successful.


Charter CFO provides more than 20 years of solid accounting expertise and proven results in charter school fiscal management, processes, monitoring and compliance. Our qualified CPAs offer reliable accounting and customized CFO services nationwide.
Charter CFO provides turn-key, professional financial services to your Charter School. Our financial management services are cost-effective and take the pressure off of you to staff with expensive experts. We are the experts. Your students will benefit.
Your board, your parents and the state will require full transparency. Our team understands how important audit and compliance issues are to your fundraising and performance reports. Rely on Charter CFO to provide accurate, transparent and actionable reporting to you and your board.
Improving the public education experience is at the heart of each and every Charter School. Charter CFO experts are available to consult, speak, educate, advocate and train to ensure your board, your parents and other stakeholders understand the fiscal health of the school.
The success or failure of your Charter School vision hinges on the craftmanship of your petition. Choosing a partner who understands the ropes and applies tried and true experiences to your circumstances greatly improves your chance of success.