Our Financial Expertise service gives charter schools access to experienced financial leadership without hiring a full-time CFO. We help school leaders and boards make clear financial decisions that support the school’s long-term health and mission.

Engagements start with a focused review of the school’s finances, followed by clear recommendations. Schools may then choose ongoing support based on their needs. This can include monthly guidance, help with budgeting, or support for specific projects.

By adding experienced financial oversight, we help schools avoid preventable problems, improve financial planning, and maintain stability. The cost is far lower than a full-time CFO and provides support at the level schools need.

FAQs

How do we work with your school's current staff, systems, and processes?

• We support existing staff and do not replace them.

• We work alongside school business managers, finance staff, and operations teams.

• We use your current systems when possible, including accounting and payroll tools.

• We clarify roles and improve processes through guidance and documentation.

Our goal is to build internal capacity, improve clarity, and reduce staff strain.

What situations can we help with?

We can support schools with:

• Budget deficits or cash flow challenges

• Enrollment changes and revenue shifts

• Annual budget development and forecasting

• Board-level financial reporting and training

• Audit findings and compliance concerns

• Facilities financing, leases, and bond obligations

• Leadership transitions and growth planning

Why do schools choose to work with us?

We partner to help schools avoid costly mistakes and improve financial planning.

• Improve cash management and timing

• Identify savings and revenue opportunities

• Reduce crisis-driven decisions and leadership burnout

• Strengthen relationships with lenders, bondholders, and authorizers

The cost is a fraction of a full-time role and provides focused financial leadership.