California Charter School Back Office Services That Protect Funding

Accounting and board reporting, payroll with CalSTRS and CalPERS filings, audit preparation, CALPADS and attendance reconciliation, and multi-year budget planning — one California team, one point of contact, and numbers your auditor can count on.

Schools and nonprofits
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Students supported
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Schools we support

Everything to serve a California charter school's back office

Accounting & Financial Management

Monthly financials your board can understand and your authorizer can count on.

Planning a new campus or a renewal?

Adding a campus, growing enrollment, or heading into renewal? We model your enrollment, funding and staffing scenarios, analyze facilities and program costs, advise your board, and build a fiscal narrative to support the changes your school is navigating.

Payroll & Retirement

Payroll continues, retirement filings proceed, and month-end tasks stay on track, regardless of how your internal staffing levels fluctuate.

Switching payroll mid-year?

We take over from your current provider during the school year, reconcile what has already been filed, and correct CalSTRS and CalPERS reporting before it compounds.

Student Data

We help schools turn enrollment and attendance data into accurate reporting, reliable funding, and stronger internal systems.

From reconciliation and projections to system alignment and audit support, our team ensures your student data drives clarity for your programmatic decisions and confidence for your stakeholders.

ImpactOS: A Better Way to Operate

See your school’s cash position, enrollment and compliance deadlines in real time.

Built from 15+ years of back-office work for 200+ charter schools, around the numbers our team already tracks for every client.

Charter Impact strengthens the organizations shaping the future of education.

We provide comprehensive financial and operational support for charter schools and nonprofits, giving leaders the financial clarity, operational discipline, and strategic insight needed to protect resources and expand opportunity.

Connect with our team

How the transition works

Step 1

Identify & Align
We start by listening.

Before you sign, we uncover your challenges, define priorities, and create a tailored service plan your onboarding team can run with on day one.

Step 2

Discovery & Kickoff
Meet your dedicated team.

An in-depth discovery session and kickoff call set the timeline, milestones, and expectations so everyone starts on the same page.

Step 3

Import & Implement
Systems set up without disruption.

We import your data, configure workflows, and train staff for compliance and efficiency — with weekly check-ins to keep things on track.

Step 4

Go Live & Thrive
Fully transitioned, fully supported.

Your Director of Client Finance provides reports, guidance, and tools for long-term success, plus regular check-ins to ensure we’re exceeding expectations.

Mid-year onboarding is available — you do not have to wait for July 1 to change providers.

FAQs

Charter Impact provides financial, operational, and compliance support to charter schools and nonprofit organizations. We help leaders focus on their mission by managing the back office with accuracy and insight.

Yes. We tailor our support to fit your school or organization’s size, structure, and goals. Whether you need full back-office support or a la carte services like payroll or student data, we work to support the needs of your team.

While charter schools are our core clients, we also support mission-driven nonprofits serving multiple needs, including philanthropic foundations, community action agencies, business improvement districts, and skilled trades / vocational support organizations.

Our partnerships with clients are structured based on their size and needs. Many clients rely on us as their full outsourced finance team; others pair our services with a small internal staff for a hybrid model.

We price based on the size and scope of your school’s operations and the needs and preferences of individual clients. We can offer a percentage of revenue model or a fixed annual fee structure, and we aim to provide transparency and predictability, with no surprise charges.

We blend hands-on financial expertise with strategic thought partnership. Our model is collaborative, not transactional, and we tailor our services to meet the evolving needs of each school, rather than offering one-size-fits-all support. We are well-versed in onboarding schools mid-year when problems arise and we don’t limit engagements to July 1 starts.

We primarily serve public charter schools, from single site classroom-based schools serving 60 students to nonclassroom / flex-based models serving thousands.

We’ve partnered with over 200 schools across six states, serving over 100,000 students. We’re continually evaluating thoughtful expansion to support organizations wherever our expertise can make an impact.

Talk to a charter school finance specialist

Tell us what you need help with. We will come back with what an engagement would cover for a school your size, what it costs, and who you’d work with.

Or call us at 888 474 0322

Our Office

8500 Balboa Blvd., Suite 140
Northridge, CA 91325

Reach Out

info@charterimpact.com
888 474 0322

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