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CharterSage CPA
CharterSage CPA
CERTIFIED PUBLIC ACCOUNTANT
FREE CHECKLIST

Audit-Ready Checklist for Charter Schools

The documentation, reconciliation, and internal control checklist we walk clients through before auditors arrive.

WHAT'S INSIDE

→ Balance sheet tie-outs — cash, bonds, prepaids, fixed assets, AP aging

→ Revenue & expense verification — FEFP, NSLP, Red Book allocations

→ General ledger review — how to scan for unusual activity

A→ udit support folder — exactly what to organize and upload

→ Year-end double-check — accruals, equity tie-outs, reports to save

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Your role
Executive Director
Principal
Board Treasurer
Board Chair
Operations Director
Founding Team
Other
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