Financial Management

It is absolutely critical that charter school leaders understand the principals of sound financial management and designate time and resources for the implementation and monitoring of their fiscal practices.

CCSA's offers several in-depth trainings on this critical area each year both which are highly-recommended for school leaders, business managers and board members. The yearly Finance Academy and quarterly Business Managers' Meetings are offered both in-person and as webinars.

The 2015 edition of CCSA's Charter School Financial Management Guide highlights several financial management issues that are crucial for charter school leaders and boards to consider, understand and practice. The guide also provides handy planning tools. This most recent edition of the guide debuted at the 22nd Annual California Charter Schools Conference.

The National Resource Center on Charter School Finance and Governance also offers a plethora of related materials, including a resource clearinghouse, profiles of promising best practices, and a catalog of federal funding sources.

Browse even more resources in the Library

Featured State Budget Resources

  • State Budget Update Updated regularly with information about the status of the State Budget as it relates to charter schools, LCFF, and issues related to cash flow and to developers.

Featured Financial Management Resources

  • Budget Planning for New Charter Schools
    Summary of the key things to focus on when planning a new charter school in the current environment
  • Revenue Sources for Your School
    Explore the major funding opportunities available to charter schools, requirements for receiving funding, funding timelines and estimated funding amounts.
  • Planning Calendar
    Important fiscal year 2014-2015 deadlines for local, state, and federal reporting requirements
  • Budget Workbook
    A step-by-step guide and Excel workbook for creating a school budget. Updated 9/18/2013
  • What is Cash Flow Management?
    Manage cash flow to avoid cash shortages: monitor the inflow and outflow of cash and adjust your revenue and expenses accordingly.
  • Business Managers Meetings
    Got questions about the ever-changing legislative and state financial situations and how this will impact your school? These quarterly meetings provide up-to-the-minute information on the current budget situation, current funding rates, updates on categorical programs - plus legislative and regulatory updates.

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