Our dedicated team of employee-owners provides a wealth of knowledge and experience in all aspects surrounding business services for California charter schools. Coming from a range of backgrounds including educational finance, banking, legal, business operations, and accounting, we are ready to answer your questions about how we can partner together and allow your school to better serve California’s children.

Board Members

Kelly M.

Board President

Karl Y.

Board Secretary

Kari W.

Board Member

Leadership Team

Joanne F.

CAO

John G.

Client Services Director

Thomas R.

IT Coordinator

Karl Y.

CFO

Kari W.

Department Head – Payroll Services

Berenice O.

Finance Coordinator

Milan M.

AFD | Accounting Supervisor

Destiny D.

Department Head – Accounts Services

Paul K.

Department Head – Fiscal Services

Finance Team

Andy S.

Finance Director

Heather C.

Assistant Finance Director

Monica P.

Assistant Finance Director

Valori R.

Assistant Finance Director

Candice P.

Finance Director

Layal M.

Assistant Finance Director

Phillip L.

Assistant Finance Director

Debbie H.

Finance Director

Lillian M.

Assistant Finance Director

Shannon G.

Finance Director

Diana G.

Finance Director

Matthew L.

Assistant Finance Director

Sukhdeep K.

Assistant Finance Director

HR/Payroll Team

Heather L.

Assistant Payroll Supervisor

Kimberly P.

HR/PR Specialist

Myisha B.

HR/PR Specialist

Danielle F.

HR/PR Specialist

Mai T.

HR/PR Specialist

Tiffany D.

HR/PR Specialist

James B. (JB)

HR/PR Specialist

Michelle B.

HR/PR Specialist

Traiz G.

HR/PR Specialist

Jenna E.

HR/PR Specialist

Michelle R.

HR/PR Specialist

Vicki V.

HR/PR Specialist

Accounts Payable/Receivable Team

Krista B.

Projects Specialist

Ken P.

Accounts Specialist

Nicole F.

Accounts Specialist

Allison B.

Accounts Specialist

Lenka T.

Accounts Specialist

Pamela H.

Accounts Specialist

Alyssa G.

Accounts Specialist

Lindzy F.

Accounts Specialist

Tanecia J.

Accounts Specialist

Cindy N.

Accounts Specialist

Madina S.

Accounts Specialist

Shannon P.

Accounts Specialist

Administrative Team

Melinda P.

Executive Support Coordinator

Gracyn O.

Support Specialist – AP

Nick M.

Administrative Assistant

Taylor H.

Support Specialist – AP

Jocelyn O.

Office Coordinator

Karen O.

Administrative Assistant

Samanta E.

Support Specialist

Blake C.

Support Specialist – AP

Lexi O.

Support Specialist – PR

Shanel H.

Support Specialist – PR

Elizabeth M.

Support Specialist – AP

Marques R.

Support Specialist – AP

Shannon C.

Administrative Assistant

Our trained support professionals are ready to meet your school’s business services needs. Get started today!