CharterCFO Services

Charter CFO has a full suite of financial and back office services. You focus on academics and student success. We’ll do the rest.

Internal controls and account systems
Charter School CFO designs and implements accounting and internal control systems, monitors your financial reporting systems and prepares your assets for audit. We also can assist with the preparation of annual budgets.

Accounting software review/implementation
There are a number of accounting systems available. Choosing a system that will be cost-effective and easy to use is paramount. A well-sourced and implemented system provides the tools and data required to help you run your Charter School and provide the data required for tax and regulatory reporting. The Charter School CFO experts can assist in the selection of the best tool and train your staff on its use.

Audit preparation
No one likes it when the auditors show up, but it doesn’t have to be traumatic. Charter School CFO experts can assist you with audit preparation, ensuring you have peace of mind and are ready.

Board and management financial training
The trustees of non-profits have a fiduciary relationship with the organization, which they may not fully understand. At Charter School CFO, we have deep experience in board consultancy and can assist with helping your board understand its financial responsibilities and roles.

Day to day bookkeeping is an important part of internal controls. Our dedicated team can provide turn-key bookkeeping services and assist with month-end closing.

Budget monitoring
Charter School CFO will be your partner as you prepare your school’s annual budget, including assisting in the preparation of variance reports for your board and management.

Financial analysis
The health and welfare of your enterprise is our only concern. Charter School CFO team members can study your organization’s income and expenses and recommend new sources of revenue as well as provide suggestion on ways to improve current revenue streams, save on spending, and still accomplish your organization’s mission.

Financial planning and strategic planning
Your financial models are critical to obtaining additional funding, such as loans, grants and bonds. We can help you clarify your objectives and recommend solutions to fit your circumstances.

Payroll support
Charter School CFO communicates with your payroll processor to ensure proper reporting on Form 941. In addition, we can assess your year-end data to verify that all numbers that will flow into the W-2s are properly stated.

Start-Up and renewal petitions
While this process can be overwhelming to you, Charter School CFO is a trusted partner in the process and can provide assistance with checklists and reviewing specific guidelines so that the start-up and renewal process is a smooth one.

Quality control
Charter CFO provides and implements best practices, policies and procedures to ensure the highest level of quality for your charter school.