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…
- Auditors with Charter School Experience
March 10, 2021
The Florida Auditor General posts all charter school audits on their website. In order to help charter schools find an auditor, we’ve gone through the posted audits and compiled a list of auditors who completed those audits. The list below is an alphab …
Read more - Applying for 501(c)(3) Status
March 10, 2021
Charter Schools in Florida are required to incorporate as not-for-profit agencies. Â This means that when the school files their articles of incorporation with the state the articles specifically state that you are a non-profit group. Â This does not mea …
Read more - CSP Budget Development Tool
March 10, 2021
The Charter Support Unit has been asked by the State of Florida’s Department of School Choice to provide assistance to CSP grant recipients with the development of grant budgets. In order to provide this assistance the CSU has developed a CSP Budget De …
Read more - Chart of Accounts
March 10, 2021
Charter Schools are required to utilize the Financial and Program Cost Accounting and Reporting for Florida Schools, commonly known as the Red Book. This document breaks down the basic requirements that charter school staff members need to understand t …
Read more - Fundraising Request Form
March 9, 2021
This is a form to use for staff members to request permission to conduct a fundraiser at the school.
Read more
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.