charter school Accounting & Advisory Services

Growing Schools often reach a point where they need professional financial advice, but can't afford a full-time Controller.  Our Accounting & Advisory Services provide you with the financial expertise needed to assist you in running a successful organization at a small fraction of the cost of hiring a full-time Controller.   

grant financial management

Streamlined organization, preparation and reporting within the Grants Management System

accounting & bookkeeping

Cloud-based accounting solutions through Intuit Quickbooks Online.

payroll processing

Cloud-based payroll solutions.

Financial statements & analysis

Information to make informed decisions without being overwhelmed.

BUDGET & PLANNING

Design and implementation of budget and forecasting tools to create predictable cash flows.

 

 

Financial Strategy Consulting

Elevate your financial strategy, overcome challenges, prepare for growth, or facilitate change. 

audit concierge services

Oversee of all financial audits providing peace of mind to focus on other value added activities.

special event & fundraising reports

Tracking revenues and expenses for events to help analyze the success towards fundraising goals and campaigns.

invoicing and bill payments

Cloud-based receivable and payable functions for continuous cash flow monitoring.