Our Services
Stay student focused. We'll cover the rest.
You started your charter school to change outcomes for students, not become a compliance expert. But the requirements don't get easier year over year, and the number of accountability reports are increasing. When changes in back-office compliance happen, you need a team that can pivot quickly and reliably. That's where the Delta team comes in. We close the gap between the changes and your reaction time so you can lead your school with peace of mind.
Fiscal Services
Accounting
All accounting and bookkeeping functions using enterprise-class SACS-based school accounting software with monthly reporting to your Board of year-to-date budget vs. actual, trends, and projections.
Budgeting
Oversight and advisory role during initial and ongoing budgeting process, assisting staff and Board with recommendations where requested, submitting all current budgets as well as petition budgets for charter petition and/or expansion.
Accounts Payable/Receivable
Timely processing of all invoices, 24/7 online access to copies of all invoices, maintenance of solid vendor relationships, establishment of credit as an independent school, and coordinating with county and authorizer staff to ensure timely and accurate apportionment transfers.
Payroll & HR Support
STRS/PERS Retirement Reporting
All payroll functions performed in-house including tax & benefit deductions/contributions, with integrated CalSTRS/CalPERS reporting across all counties. Also coordinating new hire paperwork, DOJ account set-up, and annual employment agreement creation, and processing of leave & termination documents.
Benefits Support
Researching and recommending healthcare and retirement benefit plans (matching or exceeding existing plan benefits), supporting your school’s participation in all health and supplemental retirement plans, including 401(a), 403(b), 457, HSA, Section 125 and related programs.
Purchasing & Procurement
Purchasing
Coordinating purchasing of all materials, developing efficient purchasing process with school staff using web-based purchasing program. Working closely with large vendors to meet high volume purchasing.
Cal-Card Setup
Integrated interest-free credit card account for authorized staff purchases.
Asset Inventory Management
Compiling and maintaining complete fixed asset register.
Compliance & Reporting
Federal, State & ADA Reporting
Assisting with Consolidated Application (CARS), PCSGP, Facility Grant, Special Education, ESSA (Title I-IV), and other categorical reporting.
LCFF/LCAP Support
Assistance with calculations, projections, and annual expenditure tracking.
