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.

CFO & Board Secretary

Kari W.

Board Member

Leadership Team

Joanne F.

CEO

Destiny D.

Department Head – Accounts Services

Berenice O.

Controller

Kari W.

Department Head – Payroll Services

John G.

Client Services Director

Milan M.

Department Head – Accounting

Thomas R.

IT Manager

Paul K.

Department Head – Fiscal Services

Finance Team

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

Heather C.

Assistant Finance Director

Matthew L.

Assistant Finance Director

Sukhdeep K.

Assistant Finance Director

Ken P.

Assistant Finance Director

Monica P.

Assistant Finance Director

Valori R.

Finance Director

HR/Payroll Team

Heather L.

Assistant Payroll Supervisor

Kimberly P.

HR/PR Specialist

Nia B.

HR/PR Specialist

Danielle F.

HR/PR Specialist

Michelle D.

HR/PR Specialist

Tiffany D.

HR/PR Specialist

Jenna E.

HR/PR Specialist

Michelle R.

HR/PR Specialist

Vicki V.

HR/PR Specialist

Kayla K.

HR/PR Specialist

Myisha B.

HR/PR Specialist

Accounts Payable/Receivable Team

Krista B.

Project Specialist

Cindy N.

Accounts Specialist

Lindzy F.

Accounts Specialist

Allison B.

Accounts Specialist

Danny Y.

Accounts Specialist 

Madina S.

Accounts Specialist

Alyssa G.

Accounts Specialist

Gracyn O.

Jr. AP Specialist

Nicole W.

Accounts Specialist

Blake C.

Jr. AP Specialist

Lenka T.

Accounts Specialist

Shannon P.

Accounts Specialist

Administrative Team

Melinda P.

Executive Support Coordinator

Lexi O.

Support Specialist – PR

Samanta E.

Support Specialist – AP

Tirsa V.

Support Specialist – PR

Jocelyn O.

Office Coordinator

Mariel M.

Administrative Assistant

Shanel H.

Support Specialist – PR

Elizabeth M.

Support Specialist – AP

Marques R.

Support Specialist – AP

Shannon C.

Administrative Assistant

Karen O.

Support Specialist – AP

Nick M.

Administrative Assistant

Taylor H.

Support Specialist – AP

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