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.

Leadership Team

Kelly M.

CEO

Destiny D.

Head of Department – Accounts Services

Karl Y.

CFO

Melinda P.

Office Coordinator

Paul K.

Head of Department – Fiscal Services

Berenice O.

Finance Coordinator

Kari W.

Head of Department – Payroll Services

John G.

Project Director

IT/Projects Team

Thomas R.

IT Coordinator

Krista B.

Projects Specialist

Finance Team

Andy S.

Finance Director

Milan M.

AFD Accounting Supervisor

Monica P.

Assistant Finance Director

Candice P.

Finance Director

Heather C.

Assistant Finance Director

Valori R.

Assistant Finance Director

Dawn M.

Finance Director

Layal M.

Assistant Finance Director

Joanne F.

Finance Director

Lillian M.

Assistant Finance Director

HR/Payroll Team

Heather L.

Assistant Payroll Supervisor

Michelle B.

HR/PR Specialist

Vicki V.

HR/PR Specialist

Danielle F.

HR/PR Specialist

Michelle R.

HR/PR Specialist

Zack P.

HR/PR Specialist

James B. (JB)

HR/PR Specialist

Teizo A.

HR/PR Specialist

Jenna E.

HR/PR Specialist

Tiffany D.

HR/PR Specialist

Accounts Payable/Receivable Team

Allison B.

Accounts Specialist

Lindzy F.

Accounts Specialist

Alyssa G.

Accounts Specialist

Monique T.

Accounts Specialist

Erin P.

Accounts Specialist

Nicole F.

Accounts Specialist

Ken P.

Accounts Specialist

Shannon P.

Accounts Specialist

Administrative Team

Gracyn O.

Administrative Assistant

Lexi O.

Administrative Assistant

Westley C.

Administrative Assistant

Jocelyn O.

Support Specialist

Nick M.

Administrative Assistant

Karen O.

Administrative Assistant

Samanta E.

Support Specialist

Lenka T.

Support Specialist

Shannon C.

Administrative Assistant

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