| Capabilities Statement Link |
https://www.charlesfs.com/capability-statement
|
| Phone Number |
646-739-6603
|
| Fax Number |
-
|
| E-mail Address |
scharles@charlesfs.com
|
| WWW Page |
www.charlesfs.com
|
| E-Commerce Website |
-
|
| Contact Person |
SABINE CHARLES
|
| County Code (3 digit) |
081
|
| Congressional District |
05
|
| Metropolitan Statistical Area |
5600
|
| CAGE Code |
8AQF7
|
| Year Established |
2012
|
| Accepts Government Credit Card |
Yes
|
| Legal Structure |
LLC
|
| Ownership and Self-Certifications |
Black American, Women-Owned Small Business, Woman Owned
|
| Business Development Servicing Office |
NEW YORK DISTRICT OFFICE (SBA office code 0202)
|
| Capabilities Narrative |
Charles Financial Strategies LLC specializes in Internal Audit Consulting, Risk Assessment, and Corporate Training. We empower professionals and organizations to thrive by enhancing resilience, leadership, and internal controls. Our tailored services include risk evaluations, ESG audits, and leadership development programs designed to strengthen organizational value. As a certified Minority and Women-Owned Business Enterprise (MWBE), we provide strategic support to Boards, Audit Committees, and senior leadership by conducting independent assessments, performing risk analyses in IT, fraud, and enterprise risk, and training personnel to reach their full potential. Our collaborative approach ensures clients achieve sustainable growth, improve oversight, and meet evolving business challenges with confidence.
|
| Special Equipment/Materials |
(none given)
|
| Business Type Percentages |
Service (100 %)
|
| Keywords |
Internal Audit Quality Assessment, Business Alignment, Governance Structure, CFO Accounting Support, Business Systems, Operational Processes, Evaluation and Business Analytics, Minimizing Variability, TAPA Institute, Personalized CPA tutoring, CPA Intense Boot Camps, Internal Audit Leadership
|
| Quality Assurance Standards |
(none given)
|
| Electronic Data Interchange capable |
-
|
Current Principals
| Name |
Sabine Charles |
| Role |
CEO |
|
SBA Federal Certifications
| HUBZone Certified |
No |
| Women Owned Certified |
No |
| Women Owned Pending |
No |
| Economically Disadvantaged Women Owned Certified |
No |
| Economically Disadvantaged Women Owned Pending |
No |
| Veteran-Owned Small Business Certified |
No |
| Veteran-Owned Small Business Joint Venture |
No |
| Service-Disabled Veteran-Owned Small Business Certified |
No |
| Service-Disabled Veteran-Owned Small Business Joint Venture |
No |
Bonding Levels
| Description |
Construction Bonding Level (per contract) |
| Level |
$0 |
|
| Description |
Construction Bonding Level (aggregate) |
| Level |
$0 |
|
| Description |
Service Bonding Level (per contract) |
| Level |
$0 |
|
| Description |
Service Bonding Level (aggregate) |
| Level |
$0 |
|
NAICS Codes with Size Determinations by NAICS
| Primary |
Yes |
| Code |
541611 |
| NAICS Code's Description |
Administrative Management and General Management Consulting Services |
| Buy Green |
Yes |
|
| Code |
611691 |
| NAICS Code's Description |
Exam Preparation and Tutoring |
| Buy Green |
Yes |
|
| Code |
611710 |
| NAICS Code's Description |
Educational Support Services |
| Buy Green |
Yes |
|
Export Profile (Trade Mission Online)
| Exporter |
Yes |
| Export Business Activities |
Service(s), Consultant, Other |
| Exporting to |
Australia; Canada; India; New Zealand; Sweden; United Kingdom |
| Desired Export Business Relationships |
Other (Please explain below) |
| Description of Export Objective(s) |
N/A |
Performance History (References)
| Name |
Target |
| Contract |
EQA |
| Start |
2022-09-01 |
| End |
2022-10-10 |
| Value |
72000 |
| Contact |
Debbie Wagoner |
|
|
