References


references
Bearsolutions has demonstrated a comprehensive understanding of financial accounting, auditing, business organization and management practices.  With DC implementation of their highly touted CHARM financial oversight model and supporting Salesforce database application, they have provided valuable tools to guide the financial community in meeting oversight responsibilities.

Tom Nida, Vice-President, United Bank
Former Chairman, DC Public Charter School Board

 

scott2

With design and implementation of the CHARM financial oversight model and supporting Salesforce database application, bearsolutions has demonstrated an unique understanding of charter school fiscal operations and provided a valuable tool for enriched collaborative governance between authorizer, schools, auditors, and the wider DC community in the years to come.

Scott Peterson, Executive Director
DC Public Charter School Board


nacsa

PCSB’s financial monitoring tools, particularly the CHARM score, are truly exceptional. These tools strive to create a robust and comprehensive picture of each school’s financial health and communicate findings in a clear and straightforward manner. The process of developing the CHARM score metrics has helped schools better understand expectations for financial management and has resulted in stronger financial performance in the portfolio.

NACSA Authorizer Evaluation Report
District of Columbia Public Charter School Board

 

SELECT LIST OF OTHER CLIENTS

Bluford Drew Jemison S.T.E.M. Academy:  Business Advisory and Financial Consulting services to the Baltimore City charter school, including financial management systems and recordkeeping practices.

Charter School Management Research Initiative:  Start-up Company, develop business plan, and prepare foundation grant for this organization dedicated to improving the quality of public charter schools.

Ideal Academy Public Charter School:  Financial Consulting services to the DC charter school, including monthly accounting “closing” cycle and Board financial reporting package.

Maryland University of Integrative Health (formerly Tai Sophia Institute): Change Management services to the Maryland graduate school, including accounting, audit, finance and investor relations activities.

 

 

AUTHORIZER ASSURANCE
& Advisory Services

Bearsolutions enables authorizers & overseers to fulfill their fiduciary responsibilities by helping them establish strategic vision, engage stakeholders, communicate financial standards, and implement a reporting system that evaluates the financial health of schools.

CHARM™ CUSTOMER CLOUD
(Charter Audit Resource Management)

Proven cloud-based IT application that measures and evaluates charter school fiscal performance, identifies outliers, and provides guidance to areas of concern. Provides secure data warehousing of current and historical information about schools, auditors, audits, and audit results.

TRAINING AND CONSULTATION
to Charter Schools

Bearsolutions assists charter schools to link planning, assessment, and budgeting to achieve their vision and goals. Management and trustees are instructed on proven ways to use financial reporting for operational and governance purposes. We provide guidance based on experience.