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…
- Introducing the Budget Template Tool
March 10, 2021
The CSU has developed a comprehensive budget template tool which provides users with a question/answer format which automatically takes the answers and develops a comprehensive charter school budget based on the function and object codes outlined the F …
Read more - Understanding Your Required Financial Documents
March 10, 2021
Accounting and financial reporting for charter schools are complicated and often counter-intuitive. This webinar will focus on how to understand the basics of these financial reports. This presentation will be particularly beneficial for Governing Boar …
Read more - Using the CSU Budget Template for Charter Applications
March 10, 2021
The Charter Support Unit has developed a comprehensive budget template designed to help create a complete budget. Many groups writing charter applications have used the template to write new charter applications. This webinar will be presented to speak …
Read more - Title I, Part A Basics
March 10, 2021
How to ensure that all children have a fair and equal opportunity to obtain a high-quality education and reach, at a minimum, proficiency on State academic achievement standards and assessments. This free webinar will be presented by Sonya Morris- Chie …
Read more - The Road from Leasing to Owning – Charter School Facilities
March 10, 2021
Finding a permanent home for a charter school is one of the most complicated tasks the school will face. Options abound for the facility itself and the financing of those facilities. This presentation will share the various options which are available …
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