Charter School Financial and Compliance Support

Charter Schools

Focus on your mission: we will focus on the finances
Charter School Finance

Choose Smarter Directions for more effective reporting and planning.
• Budgets
• Cash Flow Planning
• Audit Preparation Assistance
• Automated Data Exchange File Preparation
• Financial Reporting
• Journal Entry Preparation
• Expenditure Audits
• General Financial Oversight
• Custom Projects

Charter School Strategic Planning

Create and fulfill the overall mission of the school with Strategic Planning.
• Vision & Mission Development
• Facilitating Brainstorming Sessions
• Goal Setting
• Grant Reporting
• PERA reporting
• Benefit Negotiation
• Benefit Administration
• Custom Projects

Charter School Compliance

We audit areas of potential non-compliance, or address challenges to compliance in order to keep you covered and focused on education.
• Independent Investigations
• Policy Development/ Policy Manual Development
• Feedback Systems
• Audits
• Audit Support
• Risk Management
• Financial Reporting
• Financial Analysis
• Insurance Protection
• Board Training for Effective Governance
• Conflict Management Training
• Effective Board Meeting Technique Training
• Custom Projects


Your school's particular story is unique, from its history to its students. We evaluate the school needs, goals, budget and resources as specific factors in a preliminary consultation. We can conduct this consultation over the phone or in person, with one or many stakeholders.

After our initial consultation, we can provide a specific quote that addresses your goals as identified. We bring experience and expertise working in the regulatory and compliance areas for schools in Colorado Springs and Denver, based on over a decade of experience. We will target your goals and help your school to get on track and stay efficient.

Progress and Consulting

Once we develop clear goals and metrics for your school progress, we will work to support your achievements. We can meet with your stakeholders and provide regular check ins as we progress in the project so that your school stays on track to meet its goals.

We communicate regularly throughout the process with your leaders and stakeholders. We support you in each change and new implementation that brings your school closer to its long-term goals. Let us bring our financial and compliance experience to your corner so that you can keep your focus on the students.

Ongoing Support

Once the recommended changes are implemented, we follow up to make sure everything is moving forward as intended. We make adjustments if needed and determine the next steps for your institution. We set follow up points for your organization at three and six months after the project close to help support your success in the long term.

Smarter Directions, LLC wants to manage your finance, planning and compliance concerns so you can focus on the mission of your charter school. Our expertise will help your organization perform to a higher standard of operations by guiding you with financial consulting at a high executive level, without the commitment to a full-time employee.

Our School Clients

See what other schools have to say about working with Smarter Directions.

I have had the pleasure to work with Doug Hering for more than a year now. His vast knowledge of accounting has helped us tremendously by giving us advice or just sharing what he knows from previous experience. That’s not all though, Doug is part of the team and would do anything to help us out. We all love working with him and it has been an honor to have him.

Heidi Breakey, Charter School Principal

Call us today for
a free consultation.

See how Smarter Directions can help your school meet its goals.

Get in Touch

Contact us to see how we can help your school, business, or non-profit take a smarter direction towards financial health.

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