A classroom scene with several children sitting at a table, engaged in drawing and coloring activities. A boy in a green shirt and glasses is focused on his work. The background shows shelves with boxes and classroom supplies.

We serve as a virtual back office for charter schools, managing the operational, financial, and compliance work that often pulls leaders away from students. Whether you’re catching up, staying compliant, or planning for growth, our team brings deep experience and reliable systems tailored to the unique demands of Texas charters.

School Services

  • Stay audit-ready and confident in your reporting.

    • Monthly financial reports with board-ready insights

    • Charter FIRST indicators: days of cash, debt ratio, administrative cost

    • Month-end closing and full bank reconciliation

    • Annual budget development and year-end accruals

    • Bond consulting and long-term financial forecasting

    • Full audit preparation and liaison support

  • Secure and manage the funding your school depends on.

    • ESSA and IDEA-B grant applications, amendments, and compliance

    • Federal payment requests and drawdowns

    • Fiscal monitoring and documentation for state and federal audits

  • Pay your people accurately, on time, and by the book.

    • Payroll processing and W-2 filings

    • TRS reporting and tax payment support

    • Employee onboarding and fingerprinting

    • Benefits coordination and FMLA guidance

    • Staff manuals, job descriptions, and compliance with TWC

  • Get the support your student data team needs to stay compliant.

    • One-on-one training for registrars, clerks, and PEIMS coordinators

    • Help with weekly, quarterly, and annual TSDS submissions

    • Guidance on PEIMS data entry, reporting cycles, and deadlines

  • Keep your vendor process clean and TEA-compliant.

    • Procurement system setup and guidance

    • Payment processing from approval to check/ACH

    • Annual 1099 filing and vendor record keeping

  • Stay in compliance while serving your students well.

    • Annual application and program coordination

    • Monthly claims review and submission

    • Budget oversight to avoid waste or overages

  • Plan ahead with confidence.

    • Regular budget reviews and financial strategy

    • Cash flow tracking to maintain solvency

    • Support for financial stability and long-term planning

What We Offer

Person wearing a mustard-colored sweater typing on a silver laptop at a wooden table, with jewelry on their wrist.

Every school is different. That’s why we build each service plan around your needs, timeline, and internal capacity. Whether you need full back-office support or just help in one area, we’ll meet you where you are and help you move forward.

Flexible, Scalable Support

Book a Call