© 2019 by The Anton Group

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The Anton Group, LLC

1335 Pierce Butler Route

St. Paul, MN 55104

info@theag.org | 651.294.3508

Minnesota Born and Raised

TAG SERVICE DETAILS

Financial Management & Advisory Services

Our financial management services are based upon decades of experience working directly with and in charter schools.  Our financial management services range from processing your school's accounts payable to the monthly financial reporting, and everything in between.  Our professionals will attend to the smallest detail to ensure the big picture makes sense.  A sample of our service deliverables include:

  • Board Member Training in Finance, HR and Board Governance

  • Budget Development

  • Monthly Financial Reporting

  • State/Federal Grant Management

  • Complete Audit Management

Accounting, Bookkeeping, and Payroll Services

TAG's base accounting, bookkeeping and payroll services is where our rubber meets your road.  Our well trained support staff apply strong internal controls and procedures to guarantee that your information is processed with fidelity and confidence.  Some of these services may seem basic, but doing the basics perfectly will have a positive impact on your school's overall operations.  Examples of our service deliverables are:

  

  • Complete AP/AR Process Management

  • Full Payroll Processing & Reporting

  • Secure Online File Share Software Provided to Each School 

  • AP/AR Management Software Provided to Each School

  • Human Resources Consulting Services

  • Technology Platforms With 3x Redundant Backup for Our School's Data 

Tax Exempt Facility Financing Services

TAG's Debt Financing Services are directed towards schools about to issue debt or school's with current outstanding long term debt obligations and schools considering a facility financing project.  Our acute business acumen positions TAG as the leading charter school advisory firm in this area.  TAG has helped clients issue tax exempt bonds, New Market Tax Credits, traditional loans, and other favorable lending options for charter schools.  Additionally, significant ongoing reporting is required related to the school's financial performance and other important financial/school information.  Examples of our service deliverables include:

  • Long Range Budget Modeling

  • Underwriting Support

  • Bondholder Communication Management

  • Rating Agency Compliance Reporting

  • Financial Covenant Analysis

Debt Covenant and Continuing Disclosure Services

TAG's experience working through complex financing situations positions us very uniquely to support your school during the underwriting process and through to the continuing disclosure reporting.  Debt covenant compliance and related reporting are vital to maintaining investor confidence in the school. A sample of our service deliverables include:

  • Develop monthly, quarterly, and monthly reporting schedule

  • Provide reporting tools that comply with reporting requirements

  • Manage annual investor conference call

  • Facilitate the creation of the consolidated annual report

  • Continually monitor debt covenants for compliance

  • Communicate with identified Dissemination Agent

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