Your mission, our expertise
At CharterBooks Inc., we empower charter schools, churches, and non-profit organizations to thrive by handling financial complexities. Discover our specialized accounting and operational support services, designed to ensure compliance, efficiency, and peace of mind. We're here to help you focus on what truly matters.
Our specialized services
We offer a comprehensive suite of accounting and operational services, meticulously tailored to meet the unique financial needs and regulatory requirements of charter schools, churches, and non-profit organizations. Our solutions are designed to provide clarity, ensure compliance, and empower your mission.
Audit preparation
Our team, including CPAs, specializes in preparing your organization for independent financial audits. We conduct comprehensive reviews of all financial accounts, grant management systems, accounting policies, and internal audits, ensuring audit readiness and confidence.
Annual budgeting
We provide expert annual budgeting services, utilizing historical data and planned activities to create meaningful forecasts. Regular budget-to-actual comparisons offer actionable insights, enabling informed decision-making for your organization's future.
Grants management
We deliver comprehensive grant management oversight, ensuring compliance with 2 CFR 200 regulations and all grant terms. Our services include budget monitoring, expense tracking, reporting, and support for A-133 audits and closeout procedures, maximizing resources while minimizing compliance risks.
Solving your biggest challenges
Working with CharterBooks Inc. means freedom from audit issues and findings, confidence in proper grant management, and the strength of robust internal controls. Our unique approach emphasizes meticulous attention to detail and precise accounting record keeping, ensuring your organization is always audit-ready. We take on your financial complexities so you can dedicate your energy to your mission.
Optimized cash management
Cash management is vital for financial liquidity. Our team meticulously analyzes cash inflows and outflows to deliver accurate forecasts, ensuring you consistently meet both current obligations and long-term financial commitments. We provide real-time visibility into cash availability, empowering confident decisions that support your mission and strategic objectives.
Precise journal entries
Our professionals meticulously review all journal entries for strict adherence to established accounting standards. We provide valuable insights into optimizing recurring entries, enhancing efficiency, accuracy, and accountability. With careful attention to detail, we verify source documents and implement multiple levels of review to mitigate errors, prevent misclassifications, and maintain proper financial presentation across all reports and statements.
