100% Compliance Improved | 50+ Schools Served | 48-Hour Turnaround
The Hidden Costs of Financial Uncertainty
73%
Budget Misalignment
Schools struggle to align budgets with mission
60%
Cash Flow Blindness
Lack real-time visibility into finances
HIGH
Compliance Risk
Threatens renewal and authorizer trust
In 2020, after a decade shaping charter framework, I left to help schools master it.
Most consultants learned charter finance from the outside. I created the framework from the inside.
1
10 Years at State Charter Commission
Founding team member who shaped policy
2
Performance Standards Architect
Created the framework schools are measured against
3
HB787 Co-Creator
Landmark legislation reshaping charter funding
4
Certificate Program Designer
Nation's first charter finance certification with UGA
Technology Your Competitors Don't Have
Advanced financial tools meet charter school expertise. This combination delivers faster closes, clearer reporting, and stronger authorizer relationships.
SaaS-Accounting
Real-time compliance-ready data at your fingertips
AP Systems
Automated AP workflows that save hours weekly
Financial Planning and Analysis
Only charter provider using institutional-grade FP&A
Project Management/Data Collection
Complete visibility into every financial process
Proven Results That Speak Volumes
37+
Years of Combined Experience
Deep expertise in charter finance
100%
Compliance Improvement Rate
Perfect track record maintained
50+
Schools Served
Trusted partnerships nationwide
$2M+
Budget Savings
Identified and recovered for clients
48HR
Assessment Time
Fast turnaround on insights
Everything You Need. Nothing You Don't.
Streamlined services designed specifically for charter school financial excellence. Each service builds toward authorizer confidence.
1
Accounts Payable
Bill processing and approval workflows
Payment scheduling and execution
Credit card reconciliation
Save 15+ hours monthly
2
Monthly Close
Bank reconciliation and verification
Journal entries and adjustments
Variance analysis and reporting
Delivered in 10 business days
3
Financial Foundation
Software integration and setup
Compliance reporting frameworks
Budget forecasting and monitoring
Authorizer-ready from day one
Your Dedicated Team: Senior Accountant Leadership • Project Manager Coordination • Weekly Team Meetings
Join 50+ charter schools who've discovered what happens when insider knowledge meets innovative technology.
CharterFiGuy, We Help You Mind Your Business.
CharterFiGuy combines authorizer expertise with cutting-edge technology. The result? Financial excellence your board trusts and your authorizer applauds.