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…
- Accounting and Financial Management
March 10, 2021
Charter schools are required to use accounting processes that align to the “Financial and Program Cost Accounting and Reporting for Florida Schools”, commonly known as the “Redbook.” This presentation will talk about the Redbook accounting requirements …
Read more - Aligning Your Budget to Educational Priorities
March 10, 2021
Balancing budget priorities is difficult for all charter schools in Florida, but trying to prioritize the budget for high needs / turn-around schools is an even more complex puzzle. Aligning your educational priorities to your plan for spending money i …
Read more - Budget Template Tool Webinar
March 10, 2021
The Charter Support Unit has developed a budget template tool which assists with developing a comprehensive budget for operating a charter school. This webinar will present the tool and walk through the recent changes added to the tool. The presentatio …
Read more - Charter School Facilities 101
March 10, 2021
For new schools, or schools looking to expand, facilities issues often cause issues for charter schools in providing the best possible program. Questions around how to go about getting the best deal on a lease, or exploring the possibility of purchasin …
Read more - Charter School Insurance
March 10, 2021
How is your Charter School protected if your board is sued because a student bullies another student who commits suicide? This and other real life issues will be discussed in this webinar that will help your charter school protect its assets, its staff …
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.