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.

CEO

John G.

Client Services Director

Thomas R.

IT Manager

Karl Y.

CFO

Kari W.

Department Head – Payroll Services

Berenice O.

Controller

Milan M.

Department Head – Accounting

Destiny D.

Department Head – Accounts Services

Paul K.

Department Head – Fiscal Services

Finance Team

Candice P.

Finance Director

Ken P.

Assistant Finance Director

Melissa R.

Finance Director

Sukhdeep K.

Assistant Finance Director

Debbie H.

Finance Director

Layal M.

Assistant Finance Director

Monica P.

Assistant Finance Director

Valori R.

Finance Director

Diana G.

Finance Director

Lillian M.

Assistant Finance Director

Phillip L.

Assistant Finance Director

Heather C.

Assistant Finance Director

Matthew L.

Assistant Finance Director

Shannon G.

Finance Director

HR/Payroll Team

Heather L.

Assistant Payroll Supervisor

Kayla K.

HR/PR Specialist

Myisha B.

HR/PR Specialist

Vicki V.

HR/PR Specialist

Danielle F.

HR/PR Specialist

Kimberly P.

HR/PR Specialist

Nia B.

HR/PR Specialist

James B. (JB)

HR/PR Specialist

Michelle D.

HR/PR Specialist

Tiffany D.

HR/PR Specialist

Jenna E.

HR/PR Specialist

Michelle R.

HR/PR Specialist

Traiz G.

HR/PR Specialist

Accounts Payable/Receivable Team

Krista B.

Project Specialist

Cindy N.

Accounts Specialist

Madina S.

Accounts Specialist

Allison B.

Accounts Specialist

Gracyn O.

Jr. AP Specialist

Nicole W.

Accounts Specialist

Alyssa G.

Accounts Specialist

Lenka T.

Accounts Specialist

Shannon P.

Accounts Specialist

Blake C.

Jr. AP Specialist

Lindzy F.

Accounts Specialist

Tanecia J.

Accounts Specialist

Administrative Team

Melinda P.

Executive Support Coordinator

Karen O.

Administrative Assistant

Nick M.

Administrative Assistant

Taylor H.

Support Specialist – AP

Jocelyn O.

Office Coordinator

Lexi O.

Support Specialist – PR

Samanta E.

Support Specialist

Tirsa V.

Support Specialist – PR

Danny Y.

Support Specialist – AP

Marques R.

Support Specialist – AP

Shanel H.

Support Specialist – PR

Elizabeth M.

Support Specialist – AP

Mariel M.

Administrative Assistant

Shannon C.

Administrative Assistant

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