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Managed Services

Our services cover you front-to-back, setting you fully in control and in compliance in all of these areas:

Financial Compliance

Never has hoop-jumping, bullet-dodging and well, 100% compliance been this straight-forward and simple.

Human Resources

Seamlessly integrate new employees with our comprehensive and brilliant electronic onboarding system.


Know where every cent comes from and where every cent goes. Like being in charge of your finances? We thought so.


It’s not rocket-science, but it’s not fun either. Make sure your funds land where you need and want them.


Let us take the ache out of your head. With dedicated experts, you can rest assured your payroll is on point and on time.

Audit Preparation

You’ll be so prepared for your next audit you might even look forward to it. Well, maybe not, but at least you won’t stress this time.

Federal Grants Management

Few areas put the hurt on Charter Schools the way misunderstanding and misuse of Federal Grants does. We can fix that.

Monthly Board Reporting

This is your 100% monthly health check. Know exactly where you measure up on key metrics and compliance with this game-changing report.

PEIMS Services

Charters reporting verified, accurate, valid PEIMS data avoid costly, time-consuming TEA interventions. We help you acquire the maximum State Funding (FSP) your charter has earned!


Easily customize a service package to suit your charter school’s needs. We provide extensive coverage and options in each of the following areas.

Full Service Accounting & Back Office

Paperless HR & Payroll Processing

Federal Grants Management

PEIMS & Data Services

Charter Specific Training

Services Recognition

Charter Specific Training

We provide 100% coverage of the 5 areas of Business Officer responsibility including all TEA requirements. Perfect for Business Officers, brilliant for all Charter School professionals.

Choose an option to get started.

Online Courses

Easily work at your own pace, on your own time. With these courses you can save time and money while receiving the highest quality training.

Live Webinars

Available several times per month, these participation-rich training sessions cover a variety of topics and are conveniently accessed anywhere.

Training Recognition

Our Amazing Team

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