Email: dfs@financialsolutionsmd.com

Office Phone: (504) 218-1456

Charter Schools 

Accounting & Financial Management Services

   Need help with...

  • preparing your charter application, 
  • getting your new School's finances up & running, 
  • enhancing your current finance staff's resources, 
  • reducing your administrative costs by engaging DFS to manage your entire financial function, ​
  • or just need help through a transition period...

   .... we at DFS can offer solutions to those challenges & will work with you to create an approach that                    fits your needs.

  Dunn Financial Solutions

  • ​Charter applications
  • CFO/Controller services
  • Accounts payable processing
  • Accounts receivable management
  • Monthly financial closing including all reconciliations
  • Monthly financial statements for school management and Board of Directors, including variance analysis and financial narrative
  • Financial reporting to Board of Directors on regular basis
  • Quarterly financial reports for submission to charter authorizer
  • Annual operating budget including budget revisions, as required
  • Annual Financial Report (AFR) and submission to charter authorizer
  • Federal, state, and private grants - grant budgets, reimbursement requests, Periodic Expense Reports (PER)
  • Recommendations to improve and update financial & operating policies & procedures
  • Preparation for annual financial audit including agreed-upon procedures and A-133 audit, if required
  • Financial projections​​​​​