Finance & Budget
Helping maximize the resources supporting students
What We Offer
Budget Development & Reviews
The CSU provides technical assistance to help charter schools develop their budgets, and we review schools’ budgets once they are ready.
Budget Templates
Developed specifically for Florida charter schools, our detailed tool walks users through the process of setting up an annual budget.
Explore the Florida Budget Template ToolÂ
Facility Budgets
Recognizing that building projects require a particular type of financial projection and budgeting, our facilities finance experts are available to assist.
Staffing Reviews
People are most charter school’s largest expense — and most valuable asset. The CSU helps align staffing budgets to enrollment.
Board Support
School budgeting and understanding financial reports can be a new experience for volunteer board members. We help demystify the subject and build the governing board’s capacity to oversee a school’s finances.
Couldn't be happier
“We appreciate the Charter Support Unit’s attention to detail and continued assistance and support with opening and developing our schools. We couldn’t be happier with our partnership.”
-Chuck Malatesta, CEO, FORZA Education Management (Florida)
Finance & Budget
Trainings, Webinars, Sample Documents, Resources, and more…
- Former Versions of the Budget Template Tool
April 5, 2021
The Charter Support Unit has developed a budget template tool to assist schools in developing a comprehensive budget. To find the current version of the budget template tool, please go to: https://csu.bh-online.org/document/budget-template-tool/. In o …
Read more - Finding Freedom In Your Own Facility
April 5, 2021
Having your own facility is a crucial step in every charter’s journey! Options abound for the facility itself and the financing can leave you feeling like you are chained to your circumstances.  We will help you to wade through options and their pro’s …
Read more - Insurance and Risk Management for Charter Schools
April 5, 2021
Join us for a review of the unique liability exposures and insurance needs of Florida’s Public Charter Schools. Charter School Risk Management professionals will share some of the available resources and mitigation strategies that can help Governing Bo …
Read more - Interpreting your Financials
April 5, 2021
Do you dread the part of the board meeting when it is time to review and discuss the financial statements? This session will decode the fundamentals of accounting and budgeting so that you are prepared to effectively engage in financial discussions and …
Read more - Finding The Upside of Risk
March 10, 2021
This webinar will provide a broad overview of how insurance affects the specific needs of charter schools. The presentation will range from general liability insurance policies to employee health insurance policies, and how you can use your insurance p …
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How can we help your school?
We’re here...because we’ve been there. The CSU’s team of consultants is eager to share what we’ve learned from developing, leading, and growing schools. Turn to us for tested strategies and tools collected from some of the country’s most successful charter school leaders and advocates.