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