CharterSage CPA
CERTIFIED PUBLIC ACCOUNTANT
FLORIDA CHARTER SCHOOL ACCOUNTING
Know your numbers.
Walk into every meeting ready to defend them.
CharterSage CPA provides senior-led accounting, Red Book–aligned reporting, and audit preparation built for Florida charter schools — so nothing slips through the cracks before the district, the board, or the auditor sees it.
– CPA-led since 2003
– Florida-specific compliance
– Senior-led — no junior handoffs
WHAT WE HANDLE FOR YOUR SCHOOL
Back-office accounting
Bill pay, reconciliations, monthly close, statements
Red Book compliance & reporting
District Financial Reports, GASB formatting, grant coding
Board-ready financials
Monthly packets your board can actually understand
Audit preparation
Clean docs, reconciled records, no last-minute scramble
Charter schools are not ordinary nonprofits. Your accounting partner shouldn't be either.
WHY CHARTER SCHOOLS COME TO US
Charter school finance is too important
to manage reactively.
You should not have to wait until audit season, a board meeting, or a district deadline to discover a problem. These are the pressures we hear most often:
Books closed late or inconsistently
Monthly close never happens on a predictable schedule, leaving leadership flying blind.
Uncertainty around coding & compliance
Red Book requirements, grant restrictions, and fund accounting create constant second-guessing.
Budget-to-actual with no real insight
Numbers exist but don't tell a story the executive director or board can act on.
Reports the board can't interpret
Board members receive financials they don't understand, eroding confidence in every meeting.
Audit prep that feels rushed
Documentation is scattered. Reconciliations are incomplete. Auditors arrive before you're ready.
Administration time lost to finance
School leaders spend hours on financial details that belong in an accountant's hands.
CharterSage CPA brings order, clarity, and confidence to your school's financial operations — year-round, not just at audit season.
HOW WE HELP
Back-office support built for
Florida charter schools.
Florida charter schools operate with public accountability, board oversight, district reporting requirements, and annual audit obligations. Your accounting partner needs to understand the environment, not just the numbers.
Back-Office Accounting
Reliable accounting support designed around charter school operations and public fund requirements.
→ Monthly accounting & close support
→ Bank reconciliations
→ Bill pay & accounts payable
→ Financial statement preparation
→ Expense & revenue coding
→ Documentation organization
Compliance & Reporting
Stay prepared for every deadline — district reporting, GASB requirements, grant compliance, and audit season.
→ Red Book–aligned general
ledger support
→ District Financial Report
preparation
→ GASB-format financial reporting
→ Grant expenditure coding &
tracking
→ Separation-of-duties support
→ Compliance documentation trails
​
Board & Leadership Clarity
Financial reports your board can actually use — every month, in plain language, ready for the meeting.
→ Monthly board financial packets
→ Budget-to-actual analysis
→ Treasurer's report preparation
→ Cash flow visibility
→ Financial health scorecards
→ Audit preparation & documentation
WHO WE WORK WITH
Built for the people accountable
for your school's future.
The most valuable promise isn't "we do accounting." It's: we make your numbers understandable, defensible, and decision-ready for everyone who carries responsibility for your school.
Executive Directors
Clear numbers for every decision you make
Principals
Back-office handled — focus on the mission
Board Treasurers
Reports you can present with confidence
Operations Directors
Organized workflows and documentation systems
Board Chairs
Governance clarity without finance expertise required
Founding Teams
Strong financial systems from day one
FREE RESOURCES
Start here. Download something useful.
Every resource below is built around the real compliance demands of Florida charter schools — not generic nonprofit accounting.
CHECKLIST
Florida Charter School Monthly Financial Close Checklist
Step-by-step close process covering reconciliations, district reporting, board packets, and grant verification.
GUIDE
Board Treasurer's Charter School Financial Guide
Plain-language financial reference for volunteer treasurers covering reporting, red flags, and board oversight duties.
CHECKLIST
Audit-Ready Checklist for Charter Schools
The documentation, reconciliation, and internal control checklist we walk clients through before auditors arrive.
GUIDE
Florida Red Book Reporting Readiness Guide
How to structure your general ledger for Red Book compliance — with real GL coding examples.
WARNING SIGNS
10 Financial Warning Signs Charter Leaders Can't Ignore
Cash, enrollment, fund balance, DSCR — the 10 indicators every Florida charter board should review monthly.
DASHBOARD
CharterSage Financial Health Scorecard
One-page board dashboard covering the 6 metrics your treasurer should report at every meeting.
Ready to get clear
on your school's finances?
Start with a free consultation. We'll discuss your accounting workflow, reporting gaps, board needs, and audit readiness — and you'll leave knowing exactly where things stand.