Financial Services

Our Accounting services are designed to ensure consistent and reliable financial information is readily available to inform decision making.

Our Budget Creation services are designed to assist in planning for a one time project or the ongoing operation of the organization. This includes scenarios based budgets (Budget Modeling), which provide a clear picture of outcomes before they occur, based on unique and individualized assumptions.

Our Financial Advisement services are designed to address the immediate financial needs of your organization, while laying the foundation for long term sustainability.

Our Financial Reporting services are designed to provide accurate, timely, and easy to digest financial reports, ensuring that your decision makers always know precisely how your organizations performing.

Our Management & Governance Training services are designed to provide the knowledge and structure necessary to ensure the consistency and sustainability of your organizations financial operation.

Our Student Data services are designed to ensure full and complete payment fro State and Federal sources by way of accurate and reconciled student data.

Our Administrative services can be tailored to fit the individual needs of your management team. Whether a one time project or on an ongoing basis, we can assist you with the administrative burden of running a charter school.

Our Grant Administration services can be utilized to ensure your organization receives the full allocation of all Federal entitlements available to it, while streamlining the application, cash management and completion reporting processes.

Our Policy Creation and Review services are designed to ensure that your organization has a documented system of accountability, including policy, procedure, controls, and segregation of duties.

Our Compliance Reporting services can be utilized on a one time basis or as part of a larger ongoing engagement.

We provide Feasibility Study services designed to ensure the success of a new charter school site, including comprehensive financial analysis encompassing multiple assumption sets.

We provide Market Demand Analysis services focused on measuring potential demand for new charter school sites, including comprehensive demographic and competitive analysis.