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Expert Back Office Support That Feels In House

Compliance, finance, and operations services built for charter schools & non-profits with big missions and lean teams

We help organizations stay audit-ready, financially healthy, and mission-focused without the overhead.

YYY Advisors

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We Understand
Charter School Operations

We’ve spent over 20 years helping charter leaders manage the critical and complex work that keeps their schools running. From finances and compliance reporting to payroll, grants, and board presentations, we take care of the details so you can focus on your mission.

  • Federal compliance experts

  • Scalable services for small schools

  • Fraction of the cost of in-house staff

The Work That Keeps Your Mission Moving

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    Finance and Compliance

    Bookkeeping, board reports, TEA filings, audit prep

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    HR and Payroll

    TRS, onboarding, employee manuals, regulations support

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    PEIMS and Student Data

    Hands on help with TSDS submissions and training

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    Budget and Forecasting

    Cashflow tracking, projections, grant oversight

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    Program Compliance

    Support and train on child nutrition program and federal grants

Learn More
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Getting Started Is Easier Than You Think

Talk to Us

Book a free call. We’ll listen, ask smart questions, and understand your needs.

1

Choose Your Services

We build a plan that fits your scope and budget. Only pay for what you actually need.

2

Refocus on What Matters

We’ll handle the operational details so you can lead with clarity and confidence.

3

How Our Work Shows Up in Real Schools

From the Brink to Financial Stability

Two charter schools were days from closure. Amanda and Ymelda overhauled cash flow, tightened spending rhythms, and rebuilt daily visibility. Within a year, one school moved from 2 days of cash to 53 days, restoring covenant compliance and keeping doors open.

Turning Failing Ratings into Top Marks

Under prior management, two schools were headed for failing FIRST ratings. With disciplined reporting, corrective action plans, and board coaching, both rebounded within six months to B or A ratings, restoring confidence across stakeholders.

Smart Investments, Strong Returns

Three schools lacked an investment strategy. Amanda and Ymelda opened the right accounts and paired them with proactive daily cash management. In one fiscal year, investment earnings jumped from $50,000 to $130,000.

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Get Started with YYY Advisors

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