Charter School Fiscal Management

You are an educator, and your focus belongs with your students. Running a charter school’s finances takes specialist accounting knowledge, and that is where Veris steps in to educate, guide and assist.

Charter schools are unique with their autonomy and governing board, and in particular, their finances. Many start-up charter schools struggle initially with budgeting and documentation of grants and funding, while established schools struggle through audits, payroll, and cash flow projections.

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Complete List of Charter School Fiscal Management Services

Veris has been around the block with SC charter schools from planning groups to start-up to established schools. We partner with several dozen charters providing outsourced accounting services, consulting, human resource duties, audits, and other accounting functions you may not have the staff or skills to do. It is simple – you can feel confidence in trusting Veris with your school financial resources/outsources so you can focus on what you do best … educating children.

Accounting and Reporting

  • Fiscal management services
  • Bookkeeping and accounting
  • Accounts payable management
  • Back office accounting
  • Financial reporting and analysis
  • Payroll processing

Planning and Budgeting

  • Charter application budgeting
  • Charter school launch support
  • Budget creation and analysis
  • Planning and Implementation (P&I) Grant budgeting and reporting
  • Outsourced controller/CFO
  • Business management services

Oversight and Compliance

  • Financial audit preparation
  • Internal control review
  • Financial policies and procedures documentation
  • School review (finance, operations, and human resources)
  • Preparation of IRS form 990
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Working With Your School

What That Means for You

  • Experts in the field of charter school finances
  • Manage your day-to-day accounting, so you can focus on students
  • Technology-driven, paperless environment

What Our Clients Say

The entire staff is very knowledgeable and helpful! They have played a vital role in the start-up of our school by helping us build our business office with advice, guidance and oversight not only on finances but also internal controls and processes. They are a dependable resource for us to rely on and have provided us with the peace of mind needed to be successful! Their team is very friendly and helpful and always quick to respond to your questions. They are very knowledgeable about charter schools and are more than willing to work with you to help your business be more efficient and organized. We have worked with Veris since before the school first opened – they know our school, our staff, and our history. They are as much a part of our school as any of the people that work in-house. They have far exceeded my expectations of an accounting firm!

Jessica Mullen

Operations Director, Bridges Preparatory School

Veris has been the best financial decision we have ever made. Not only are they responsive, but they are also easy to work with! We love Veris!

Dr. Ann Marie Taylor

Horse Creek Academy

Let’s Start a Conversation

Tell us what you are working on and we will tell you how we can help.

Mount Pleasant · West Ashley · Summerville

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