What EdOps does

EdOps is a Washington, DC-based managed services firm that provides outsourced finance, accounting, and student data management to charter schools and, increasingly, independent private schools across the United States. The company operates three integrated service lines: Finance & Accounting (budgeting, bookkeeping, payroll, accounts payable, audit support, federal grants management, and financial reporting); Student Data Management & Analytics (student information system administration, data policy design, compliance reporting, and stakeholder analytics); and School Start-Up & Charter Application Support (planning-year operational setup, systems implementation, and charter application business plan preparation). Its customers are education leaders who require specialized back-office support that generalist accounting or consulting firms are not equipped to deliver, particularly around state funding formulas, charter compliance, and student information systems. The firm is founder-owned and operated without disclosed external investors, co-led by Dan Theisen (CEO), Bryan Patten (Chief Growth Officer), Brad Olander (CFO), and Josh Marks (CTO), and has grown to a team of 125+ education professionals supporting 100+ schools and approximately 75,000 students annually, with a reported 97% client retention rate.

EdOps generates revenue through ongoing retainer-based managed services engagements with schools, with pricing negotiated based on school size and scope rather than publicly disclosed. Go-to-market is sales-led, executed through direct outreach to charter school leaders, industry conference participation, and referrals within the charter school community, supported by a content engine that includes the 'Driven By Data' blog (60+ posts) and the EdOps Labs webinar series. The company has developed proprietary internal software for finance, student data, and operational reporting under CTO Josh Marks (whose prior company GoldStar merged into EdOps in 2015), and has built integrations with communication platforms such as SchoolMessenger and AlertSolutions to support attendance and household notification workflows.

EdOps operates from a single headquarters at 1140 19th St NW, Suite 650, Washington, DC, with regional team directors overseeing Missouri, Michigan, Louisiana, New Jersey, New York, Illinois, Maryland, and DC. The firm has no disclosed funding rounds, no parent company, no patents or trademarks, and no certifications beyond standard education-sector compliance. Its customer base is entirely within K-12 education, and there is no public evidence of adjacent vertical expansion, AI/ML productization, or platform monetization beyond the managed services core.

Name

EdOps

Legal name

EdOps

Website

https://ed-ops.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

51–100 employees

Short description

EdOps is a Washington, DC-based managed services firm providing outsourced finance, accounting, and student data management to 100+ charter and independent schools across the U.S., supporting approximately 75,000 students annually with a 125-person education-specialist team.

Ownership category

akta.pro rank

Product category

Charter School Back-Office Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Office Administrative Services (56111), Educational Support Services (611710)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Services (8741)

akta.pro primary industry

Back-Office Administration & Shared Services (HR, Payroll, Finance/AP/AR) (EDAEALAA)

akta.pro secondary industries

Student Information Systems (SIS) Administration & Data Management (Non-EdTech Ops) (EDAEALAC), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Charter school finance
• School accounting services
• Student data management
• School operations support
• Charter application support

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Operational Support Services: EdOps provides ongoing finance, accounting, and student data management services to schools on a retainer/managed services basis. Services include budgeting, financial reporting, audits, compliance, student information systems management, and data analytics.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

EdOps is a managed-services firm that partners directly with charter and independent schools to provide ongoing back-office support across three service lines: Finance & Accounting (budgeting, bookkeeping, payroll, accounts payable, audit support, federal grants management, financial reporting), Student Data Management & Analytics (SIS management, data policies, compliance reporting, and student data analysis), and School Start-Up & Charter Application Support (planning-year services and charter application preparation). Services are delivered by a team of 125+ education professionals functioning as an extension of school administration.

Product overview

EdOps operates as a managed services firm offering three integrated, expert-support service lines to charter and public schools: Finance & Accounting (covering budgeting, bookkeeping, payroll, accounts payable, audit support, and federal grants management), Student Data Management & Analytics (covering SIS management, data policies, compliance reporting, and student data analysis), and School Start-Up & Charter Application Support (covering operational planning, systems implementation, and charter renewal assistance). These services are delivered by a team of over 125 education professionals supporting 100+ schools across multiple U.S. states, serving approximately 75,000 students annually, with a 97% client retention rate.

Differentiator

Problem solved

Functional benefit

Products and services

• Finance & Accounting Provides finance and accounting services including budgeting, financial statements analysis, board support, audit and 990 support, federal grants management, bookkeeping and accounting close, payroll administration, and accounts payable management to help schools maintain financial health and plan for the future.
• Student Data Management & Analytics Provides comprehensive student data services including Student Information System (SIS) and academic data systems management, data policies and processes design, stakeholder-specific reporting and compliance, and student data analysis to ensure schools have accurate, accessible, and actionable information.
• School Start-Up & Charter Application Support Offers comprehensive start-up services for newly chartered schools including needs assessment, processes and policies development, systems selection and implementation, and back-office services; also assists founding groups with budget preparation and business/operations plan development for charter applications.

Quantifiable outcome

• 97% client retention rate
• +1 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Scale indicators4 records

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• RSM US: RSM US serves the middle market with audit, tax, and consulting services including a dedicated education industry group that works with charter and independent schools. It is comparable to EdOps where schools choose outsourced finance/audit support from a national firm rather than a specialist BPO.
• Baker Tilly: Baker Tilly's education practice serves charter schools, independent schools, and school networks with audit, tax, and outsourced finance and operational consulting. As a top-10 accounting firm with a specialized education group, it is a relevant broader-market incumbent competing for the same school finance engagements as EdOps.
• CliftonLarsonAllen (CLA): CLA is a large national accounting and advisory firm with a dedicated K-12 and charter school practice that delivers audit, tax, and outsourced finance services to schools and education networks. It competes with EdOps on outsourced finance and accounting work for school clients, particularly larger charter networks.
• Cherry Bekaert: Cherry Bekaert is a top-30 accounting firm with a dedicated education practice providing audit, tax, and advisory services to charter schools, independent schools, and education nonprofits. Its charter school client work directly overlaps with EdOps's finance and accounting service line.
• MGT Consulting Group (Guidehouse): MGT Consulting, now part of Guidehouse, is an education-focused consulting firm providing operations, finance, and technology services to K-12 schools, districts, and charter networks. It competes with EdOps in school operations consulting and outsourced business services.

Emerging players

• Procopio: Procopio is a law firm with a charter school practice group providing legal, governance, and operational counsel to charter schools and authorizers. While legal rather than financial, its education practice addresses overlapping back-office and compliance needs that EdOps also serves.

Regional players

• EdisonLearning: EdisonLearning partners with school districts and charter schools to manage school operations, including finance, HR, and technology services. As a charter management organization offering outsourced operational support, it competes for similar school-level managed services engagements as EdOps.

Direct peers

• Charter School Capital: Charter School Capital provides back-office financial services, lending, and operational support to charter schools nationwide. Its finance and operations service lines overlap directly with EdOps's core offerings, making it a relevant comparable peer.
• Charter School Management Corporation (CSMC): CSMC provides outsourced business management, accounting, and operational support to charter schools across multiple states. It is the closest direct competitor to EdOps in offering back-office finance, HR, and compliance services tailored to the charter sector.

Others

• K12 Inc. (Stride): Stride (formerly K12 Inc.) is a large online education and charter school management organization that operates schools and provides digital learning and back-office services. While primarily a school operator, its operational support functions are adjacent to EdOps's managed services offering in the charter school ecosystem.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/edopsinc

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EdOps