top of page
CharterSage CPA
CharterSage CPA
CERTIFIED PUBLIC ACCOUNTANT
FREE DASHBOARD

CharterSage Financial Health Scorecard

A one-page color-coded board dashboard covering the key metrics your treasurer should present at every meeting.

WHAT'S INSIDE

→ Cash & liquidity — position, days on hand, and trend

→ Enrollment — current headcount vs. budget and prior year

→ Net assets, fund balance, and budget-to-actual snapshot

→ DSCR, payroll, facilities, audit, and compliance indicators

→ Color-coded status (green / yellow / red) with trend arrows

Get instant access.

Enter your information below and we'll send your download link immediately.

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