Prepare for Your Audit! Steps 1 & 2: Choose an Audit Firm and Engage

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By the EdTec Client Management Team  December 12, 2017 An audit is an official, independent review of your charter school’s financial statements by an approved CPA. An annual audit is required of charters in most states.   There is much preparation required before the annual audit.  The timeline below breaks up the charter school audit cycle into multiple phases and includes suggested dates. In today’s blog post, we’re going to focus on the … Read More

Tax Season Is Coming…Get the 411 on 1099s!

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By Jacqui Runholt, AP & Business Process Specialist November 29, 2017 You may not be a tax expert, but if you work with vendors that provide services to your charter school, you’ll need to know the basics about 1099s. A 1099 Form is used to report income from self-employment earnings, as well as interest, dividends, and other earnings, and you’ll need … Read More

EdTec Opens Atlanta Office and Expands Work with Georgia Charters

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November 20, 2017 EdTec is proud to announce the opening of our Atlanta office! We’re especially excited to be co-locating with our partner, the Georgia Charter Schools Association (GCSA), which allows us to collaborate with a dedicated, passionate team and stay abreast of new developments in Georgia’s education landscape.   There is a lot of momentum surrounding the charter school movement in Georgia. With so much growth … Read More

Keep Calm and Review Your CALPADS Reports!

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By Gerald Cockrell, Data and Categorical Program Specialist November 13, 2017 Given the large amount of data reported for CALPADS Fall I, and the multitude of certification reports available, it can be difficult to determine which data are the most important and where to find them!  To help ease the frustration, we’ve created a list of the most important reports … Read More

Five Minutes of Practical Fundraising Advice for Charter Schools

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By Melanie Horton, Senior Marketing Manager October 24, 2017 All charter schools can use a few extra dollars to fund projects and programs that support the success of their students. Wherever your school is with its fundraising strategy, there’s always room for evaluation and improvement. We’ve put together a list of four simple actions schools can take to increase donations, … Read More

EdTec’s Going to CSDC 2017!

Charter School Development Center Conference

October 13, 2017 EdTec will be attending the 2017 Charter Schools Development Center Conference as a sponsor, exhibitor, and presenter! The conference takes place November 16-17 in San Diego at the Manchester Grand Hyatt. We’ll be at Booth #54 at the Exhibitor Fair, so be sure to stop by and say hello to our staff! We’re also excited to share … Read More

Grow Your Enrollment Applications With School Tours 

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Use tours as a marketing tool to reach prospective families and tell your school’s story. by Melanie Horton, Senior Marketing Manager July 10, 2017 You’ve gone through all the hard work of starting a charter school.  Your programs are successful and your students are doing well. But you’re still struggling to meet your target enrollment numbers each year.  Success on … Read More

School Leader Summer Reading: Cleaning Up Your School’s Payment Processes

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by Dena Koren, Senior Client Manager July 3, 2017 Now that your 2017-18 budget is approved, it’s time to start preparing for the upcoming school year. The (slightly) less hectic summer months are a good time to review the school’s financial policies and procedures to make sure everything is in place. With that in mind, here are a few thoughts … Read More

Landing Your 2017–18 Charter School Budget: Finalizing your budget for the next school year

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by Dena Koren, Senior Client Manager June 6, 2017 It’s June, and many charter schools are scrambling to put the finishing touches on their charter school budgets for the 2017–18 school year. This can be frustrating and overwhelming given all the moving parts —finalizing staff compensation, collecting final proposals for next year’s contracts, deciding which software and curriculum to use, … Read More