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…
- Negotiating a Facilities Lease for Charter Schools
March 10, 2021
The two largest expenses charter schools face are typically employees and facilities. Negotiating a favorable lease is essential to not only ensuring that the school is paying an appropriate amount for their space, but also to be sure they are protecte …
Read more - How a lender looks at a charter school
March 10, 2021
Parents entrust their children’s education to you… and many charters face difficulty with building their dream facility. In order to make it a reality, schools need a lender willing to invest millions of dollars into the school. During this webinar, th …
Read more - Keys to Effective Fundraising
March 10, 2021
Many charter schools throughout the State need to raise funds to help support their program, especially newer schools. Many board members and school leaders do not have the knowledge or experience to run a successful fundraising campaign. However, by f …
Read more - Charter School Grants: How to Save Time and Write a Better Grant
March 10, 2021
A shared vision; learn how to partner with donors to make a difference. This session will change the way you think about grants. Find out how to see your grant proposal from the funder’s perspective. Learn how to craft your message to meet their needs, …
Read more - Look Twice Before You Leap: The Essential Art and Science of Charter School Site Selection
March 10, 2021
Whether you are looking to bring your educational model to new markets, or are pioneering a brand new charter organization, site selection will be one of the most important decisions you make in opening a new campus. Being proactive in the selection pr …
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.