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 Tool
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…
- An Overview of the E-Rate Program
March 10, 2021
E-Rate is a federal program schools can take advantage to help pay for Internet access and network equipment. While this is a free resources for schools, many find the E-Rate program intimidating, time consuming and confusing. This webinar will provide …
Read more - The Intersection of Board Governance & Finance: What Every Board Member Should Know
March 10, 2021
This webinar will not be your average facilities financing discussion. This presentation will provide some of the best board governance practices, coupled with relevant financial metrics and concepts to proficiently guide their school. This presentatio …
Read more - The Budget Process and Best Practices
March 10, 2021
As we enter into spring, Charter Schools should not be focused only on the upcoming state assessments, but also starting the budgeting process for next year. Consider joining us for an informative webinar presented by Ms. Alina Chester, the Budget Dire …
Read more - Payroll Math and Salary Schedules
March 10, 2021
As we prepare to make plans for next school year, it is time to start considering salaries. Florida statute requires charter schools to have a performance-based salary schedule. What does this mean? How do we calculate salaries for employees next year, …
Read more - Cracking the Code: Your Guide to Financial Statements
March 10, 2021
Do you dread the part of the board meeting when it is time to review and discuss the financial statements? Do you think they are speaking in code? This webinar will decode the fundamentals of accounting and budgeting so that you are prepared to effecti …
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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.