How BTQ Helped EHTP Scale a Charter Network and Cut Monthly Close to 10–15 Days

When growth outpaced its finance team, East Harlem Tutorial Program found a true partner in BTQ Financial, one that learned its mission inside and out. Six years on, EHTP has finances it can trust and more time for the community it serves.

East Harlem Tutorial Program (EHTP) began in 1958 as a volunteer-run reading group in a community leader’s living room. Today it stands as one of the most recognized educational nonprofits in its region, and together with its sister organization, East Harlem Scholar Academies, it serves more than 1,600 students from Pre-K through college.

By 2019, that growth had reached an inflection point. A widening charter school network, two owned buildings, a new market tax credit, bond financing, and a major construction project were all pressing on an internal, largely paper-based finance team. The organizations needed nonprofit and charter-school finance expertise, modern systems, and a mission-aligned partner who could scale with them.

They brought on BTQ Financial. Six years later, the finance function looks fundamentally different. Here is what the partnership has delivered.

6 yrs Partnership and counting, with the same lead
10–15 Business days to a consistent monthly close
1 Unified platform across every entity
1,600+ Students served across the two organizations

Want the whole story in one place? Read the complete case study as a shareable PDF.

Read the full case study (PDF)

Partnership highlights

Six years into the engagement, the results speak for themselves.

OutcomeWhat changed
Disconnected QuickBooks entities consolidatedOnto a single financial technology platform
Consistent month-end close by business day 10–15Down from a process that previously stretched far longer
A fully digital finance operationCredit card system, general ledger, AP, AR, and grant management all integrated
Automated intercompany transactions and expense allocationsWork that previously took hours by hand
One-click quarterly reporting for the charter schoolsReplacing manual exports and remapping each cycle
A seamless audit processReconciliations between development and finance no longer require hours of cleanup
Trusted continuityThe same BTQ lead supporting the organizations from implementation through today

About East Harlem Tutorial Program

EHTP and East Harlem Scholar Academies share a CEO, a CFO, and a senior management team. Each organization carries its own revenue mix, its own audit, and its own reporting requirements, which makes the combined finance operation one that demands deep specialization.

Organization Profile

East Harlem Tutorial Program & East Harlem Scholar Academies

Community-Based Organization (CBO)

East Harlem Tutorial Program

Runs the after-school, summer, College Scholars, and teaching-residency programs. Funded by donations, foundation grants, and corporate contributions.

Charter Management Organization (CMO)

East Harlem Scholar Academies

Oversees two charters that operate five public charter schools. Funded by per-pupil revenue (general, SPED, lease assistance, and Pre-K).

Founded
1958, in East Harlem, New York City
Students served
More than 1,600, Pre-K through college
Programs
After-school, summer, the College Scholars program, and the East Harlem Teaching Residency
Shared leadership
One CEO, one CFO, and a senior management team across both organizations

A finance function stretched by growth

By 2019, the organizations’ ambitions had outpaced what an internal finance team could realistically support. EHTP and the Scholar Academies were preparing to acquire and build out what is now their new high school, a demolition-and-construction project, while navigating a new market tax credit, bond financing, and the expansion of the charter footprint all at once.

  1. Disconnected QuickBooks entities. EHTP, the Scholar Academies, and related entities ran as separate QuickBooks files, each with its own chart of accounts. Every consolidation and cross-entity question meant switching between companies and remapping accounts by hand.
  2. Paper-based operations. The team was cutting checks by hand and working from paper records.
  3. Painful audit prep. Reconciling donor records between the development and accounting teams took hours of manual work, and auditors arrived on-site to comb through binders of paperwork.
  4. A harder fundraiser close. The annual Build Love fundraiser brought coding discrepancies between development and finance, which meant late cleanup before the audit.
  5. Manual quarterly reporting. As a New York charter network, the Scholar Academies report to the State University of New York (SUNY) every quarter. Six separate charts of accounts meant manual exports and remapping each cycle.

Why charter-network finance breaks ordinary accounting setups

A combined CBO and charter network is one of the more demanding structures in nonprofit finance, and it is worth understanding why an off-the-shelf bookkeeping approach tends to buckle under it. Several pressures stack on top of one another:

  • Fund accounting at the core. Restricted grants, unrestricted contributions, and program-specific dollars each have to be tracked, allocated, and reported against their own rules, with a clean audit trail behind every dollar.
  • Several distinct charter revenue streams. Per-pupil funding alone arrives as general per-pupil, special-education (SPED), lease assistance, and Pre-K dollars, each with its own logic.
  • Recurring agency reporting. Quarterly SUNY reporting runs on a fixed cadence, so the books and the chart of accounts have to be ready to produce it without a scramble.
  • Capital complexity. New market tax credits and bond financing introduce covenants, compliance schedules, and analysis that most internal teams rarely encounter.
  • Multi-entity consolidation with separate audits. The entities have to roll up into a consolidated view while staying distinct enough to support their own audits, reporting, and compliance.

Charter organizations like the Scholar Academies carry finance requirements that most accounting firms are not equipped for. BTQ built its practice specifically for the nuances of charter-school and nonprofit finance, which is what allowed it to take this complexity on directly.

What BTQ provides EHTP

The engagement pairs a proven technology platform with a dedicated team of nonprofit finance experts. For EHTP, that translates into a set of capabilities working together.

Unified technology platformEvery entity housed under one financial system, with credit cards, general ledger, AP, AR, and grant management integrated.
Standardized chart of accountsA single structure across all entities, organized with company codes and cost centers.
Automated intercompanyIntercompany transactions and expense allocations created automatically, replacing hours of manual work.
Grant & fund reportingEvery dollar tagged to its grant or funding source, so funder reports run as a one-click export.
Year-round audit readinessDonor and accounting records that reconcile in real time, with a trusted relationship between BTQ and the auditors.
CPA-level thought partnershipAdvisement on GAAP, strategy, and complex transactions, alongside the day-to-day accounting.
Tax-credit & bond supportBench strength in new market tax credits and bond financing, co-managed with BTQ analysis and reporting.
Charter & per-pupil reportingOne-click quarterly SUNY reporting and clean handling of every per-pupil funding type.

Every consolidation, every audit, every report meant switching companies and reconciling by hand. We built one platform that holds all of them, with a standardized chart of accounts and automated intercompany. That’s what makes the monthly close, the audit, and the complex agency reporting work the way they do today.

Heidi Zhang, BTQ Financial — EHTP’s lead accountant since 2019

Before and after the BTQ partnership

FunctionBefore BTQWith BTQ
Accounting systemDisparate financial tracking systemsSingle financial technology platform
Chart of accountsDifferent in every entityStandardized across all entities, with company codes and cost centers
Intercompany transactionsManual and time-consumingCreated automatically by the system
Thought partnershipInternal team onlyCPA-level advisement on GAAP, strategy, and complex transactions
Specialized expertiseStretched in-house bandwidth on complex transactionsBench strength in new market tax credits, bonds, and per-pupil funding
Monthly closeLengthy and slow to leadership10–15 business days
Annual auditOn-site, binder-driven, hours of reconciliationAudit-ready year-round, with trust built with auditors
Donor & grant reportingManual reconciliation between development and financeOne-click reports tagged to each grant
Operating continuityVulnerable to staff turnoverThe same BTQ lead since 2019
FundraisingCoding discrepancies and late cleanupAccurate tracking from intake to audit
Bond complianceLimited internal capacityCo-managed with BTQ analysis and reporting

Results: a modern, strategic finance operation

The partnership began with BTQ transitioning EHTP’s disparate entities onto a unified platform, with each entity distinct enough to support its own audit, reporting, and compliance. That transition finished by the end of 2019, months before the pandemic forced the entire organization remote, and the timing turned out to be critical. A digital, mission-oriented finance operation gave EHTP the footing to navigate the uncertainty that followed.

A faster, more accurate close

The monthly close now lands consistently within 10 to 15 business days, fast enough to align cleanly with the finance committee’s cadence and give leadership timely insight into the numbers.

A transformed audit

Donor records and accounting records reconcile in real time, because every dollar is tagged to the appropriate grant or funding source as it arrives. The annual audit has shifted from a binder-driven scramble to a year-round state of readiness.

Heidi has a great relationship with our auditors. This is an advantage for us that makes audits less stressful and something we don’t worry too much about — a huge weight off our shoulders.

Nyasha Manigault, Chief Financial Officer, East Harlem Tutorial Program

Reporting on demand and time back for strategy

When foundations and corporate funders ask how their dollars were spent, what used to require manual reconciliation is now a quick export to PDF or Excel. Quarterly reporting runs as a single report, thanks to the standardized chart of accounts BTQ built across the entities. Freed from day-to-day back-office transactions, the CFO now spends her time on budgeting, scenario planning, strategic work, and the entity consolidation underway for the coming fiscal year.

How EHTP’s progress compares across the sector

EHTP’s gains track with a broader shift among nonprofit finance teams. In the 2026 Nonprofit Leaders Report, 88% of nonprofits had settled into an 11-to-20-day month-end close, so EHTP’s consistent 10-to-15-day window puts it at the leading edge of that curve. The same research found that the share of nonprofits working with a finance and accounting partner climbed to 81%, up from roughly 30% a year earlier, and that partner support for audit preparation jumped from 42% to 95% of engagements as compliance demands intensified. EHTP’s story is one early, well-developed example of where the sector is heading.

Is your nonprofit ready for a finance partner?

EHTP’s turning point came when its structure grew faster than its systems. If any of these signals sound familiar, it may be time to weigh the same move.

  • You manage several entities or funding streams that have to consolidate and still stand up to separate audits.
  • Grants, restricted funds, and funder reporting are tracked by hand, with real risk of misallocation.
  • Your finance knowledge sits mostly with one person, leaving the organization exposed if they leave.
  • Month-end close runs long enough that leadership sees the numbers too late to act on them.
  • Audit season means a scramble of manual cleanup rather than a year-round state of readiness.
  • Your team spends more time on back-office transactions than on the mission you exist to serve.

Read the full case study

Cover of the BTQ Financial and East Harlem Tutorial Program case study

Free Case Study

How EHTP scaled a charter network with BTQ

Get the full story, including the complete before-and-after breakdown and the team behind it, as a PDF you can share.

Read the full case study (PDF)

This is what you’ve got to do. They know what they’re doing. They’re consistent. They’re accurate. And they will free up a lot of your time to do more strategic work.

Nyasha Manigault, Chief Financial Officer, East Harlem Tutorial Program

Your mission is to create a better world. Ours is to help.

BTQ Financial partners with charter management organizations, community-based nonprofits, foundations, and human-services agencies across the country to deliver outsourced accounting, audit-ready reporting, and strategic finance support, backed by a team that learns your organization inside and out.

Talk to a Nonprofit Finance Specialist