Comprehensive Back Office Support
From monthly financial reporting to accounts payable and audit prep, we manage the details and provide the insights so you can lead with confidence.
Where financial health begins
Our back-office services create structure, clarity, and confidence so you can lead without second-guessing your numbers.
The right foundation for financial health
When accounting, reporting, and compliance are handled consistently and accurately, leadership can focus on mission and strategy. When they’re not, schools risk financial missteps, compliance issues, and unnecessary stress.
- Protect your school with strong internal controls
- Ensure timely and accurate reporting for decision-making
- Build stability and continuity, even when staffing changes
Clear numbers.
Better Decisions.
We provide access to real-time financial data, clear dashboards and customized reports to give boards and leaders the clarity they need to make confident, timely decisions. At the foundation of our back-office services is Sage Intacct, a top-tier accounting and business intelligence platform built to handle the complexity of charter school reporting.
- Greater visibility into spending and resource allocation
- Customized reports tailored to your board and leadership needs
- Transparent dashboards and real-time reporting for leaders and boards
- Flexible procurement options that reduce errors and processing time
What we provide
Implementation and Training
Customized accounting databases, process improvement, and board training
Accounts Payable
Invoice review, vendor payments, weekly check runs, and reporting
Accounts Receivable
Monitoring state and federal funding, donor and grant revenue tracking
Bank Reconciliation & General Ledger
Weekly reconciliations, fixed asset tracking, GAAP-compliant ledger maintenance
Cash Management
30-day cash projections, debt monitoring, loan compliance, and payment planning
Monthly Financial Reporting
Customized reporting packages with forecasts, budget vs. actuals, and cash flow analysis
Grant Compliance
Restricted fund tracking, donor and agency reporting, grant budget development
Charter Authorizer Support
Financial reports, fiscal narratives, renewal prep, and direct liaison with authorizers
Annual Budgeting & Forecasting
Five-year projections, monthly updates, and year-end outlooks
Audit Preparation
Electronic records, auditor coordination, oversight review support
Tax Support
1099s, sales and use tax, 990 preparation assistance
Strategic Planning
Board-level advisory and long-term financial strategy support
Serving mission-driven organizations across the U.S.
Every charter school is different, and state rules shape everything from funding to reporting calendars, payroll requirements, and grant compliance. Our support adapts to your landscape with budgeting models, templates, and guidance aligned to your state’s laws and authorizer expectations. Explore what matters where you operate, from cash flow timing to audit prep and student data reporting.
FAQs
What core financial management services are included in Charter Impact's scope?
Our core services include budget development, forecasting, accounting and bookkeeping, accounts payable, board reporting, authorizer support, audit preparation, and compliance monitoring. We act as your strategic financial partner, not just your bookkeeper.
How do you ensure compliance and internal controls?
We follow GAAP standards, stay aligned with authorizer and state/federal requirements, and maintain layered internal reviews to ensure financial integrity, transparency, and accountability.
How do you provide support with state funding and reporting?
We stay up-to-date with funding changes and help schools maximize available revenue, meet reporting deadlines, and remain compliant with state and federal regulations.
Do you help with monthly board packet preparation?
Yes. We provide monthly financial statements and board-ready presentations that help leadership teams and board members understand your financial health at a glance.
How do your services support financial transparency?
We maintain clear audit trails, real-time financial access via Sage Intacct, and layered reviews to ensure compliance, transparency, and strong internal controls.