FINANCIAL SERVICES

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

FINANCIAL REPORTING

ACCOUNTING AND PAYROLL

Market-Leading Solutions for Accounts Payable and Payroll

Do your employees have access to their payroll information on the web or through an app?  Can your employees request leave and view leave balances online?  Can you send a text to substitutes to fill in for staff on leave?  Can your employees use a self service tool for their payroll information (withholdings, direct deposits, etc)?  If you answered no to any of these questions, you need to see the CSP HRIS (Human Resource Information System) platform.  Our payroll platform provides charter schools a sophisticated platform for accessing and managing payroll.

Services Include:

  • Accounts Payable

  • Accounts Receivable

  • Tax Reporting

  • Cash Management

  • Payroll Processing

  • Audit Support

Are your check signers able to sign checks remotely from any location with a WiFi connection?  Are your checks automatically delivered to vendors, staff or other payees (no need for mailing)?  Are you able to easily and consistently access historical payment information and documentation?  If you answered no to any of these questions you need to speak with CSP about our accounts payable and receivable services.  We help school finance personnel and administration increase efficiencies where it matters.

401 Wait Avenue

Wake Forest, NC  27587

Phone: 919-479-1442

info@chartersuccesspartners.com

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