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…
- The Role of Insurance for Charter Schools
March 10, 2021
Charter Schools face very unique exposures to risk on a daily basis. Ignorance of these exposures is not a valid legal defense. Understanding methods in which to minimize or ways to transfer risk is essential. Insurance is a practical option to providi …
Read more - The Life Cycle of Charter School Financing
March 10, 2021
Charters have been operating for over 20 years, and access to facilities is still one of the biggest challenges charter schools face. As the charter school market has grown, Financing Options have grown as well and now charter schools have more than a …
Read more - Preparing for Survey Two – Ensuring Your School Is Funded
March 10, 2021
The Florida Educational Finance Program provides funds to public schools, including charter schools. The funding is based on the data reported during the state reporting weeks. The first reporting week is quickly approaching falling on October 12-16 th …
Read more - New State Financial Reporting Template
March 10, 2021
In October the State Board of Education approved an amendment to Rule 6A-1.0081 regarding Monthly Financial Statements and Financial Conditions for charter schools. This presentation will give a brief description of the rule, and demonstrate how to get …
Read more - Preparing for your Audit
March 10, 2021
Florida statutes contain several requirements for Charter Schools when it comes to conducting an annual audit. The laws state not only that an audit must be conducted by have specific requirements about how that auditor must be selected. This presntati …
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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.