Financial Reporting

Timely, Comprehensive and Accurate

Access to timely, accurate financial reports is essential for sound fiscal management of the school by the board and administration.

We provide constant access to interactive financial reports on a schedule you can rely on.   Our monthly reporting suite includes over nine different financial reports vital to executing your fiduciary duty.

Our team provides insight and training on best practices for analyzing and interpreting charter school financial reports.  

Services Include:

  • Budget Development with Board and Administration

  • Ongoing Budget Reporting

  • Balance Sheet

  • Source Document Reporting

  • Bank Reconciliation Reports

  • General Ledger

  • Income Statements

  • Federal Activity

  • Interactive Reporting

401 Wait Avenue

Wake Forest, NC  27587

Phone: 919-479-1442

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