About Us
CSBM is a national provider of accounting and finance back-office services and training for charter schools and charter management organizations. We do this work because we are committed to the growth, success and sustainability of the charter sector.
When it comes to accounting, finance and managing public dollars, CSBM provides all of the services and knowledge charter schools need to thrive. With CSBM focused on the financial operations, charter schools are free to focus on what they do best – educating our country’s children.
With the right partnership, running a successful charter school comes down to simple mathematics.
Our Mission
To empower charter schools and their stakeholders with VITAL knowledge and services to understand and practice responsible financial management.
Our Vision
One day, ALL charter schools and their stakeholders will view and value responsible financial management as VITAL.
CSBM serves as a back office provider, CPA and financial advisor to charter schools and charter management organizations. As an advisor, we train boards, leadership teams and financial staff on their roles with financial oversight, management and implementation. As a back office provider, we serve as the full finance team for many charter schools or fill in gaps by serving as the Chief Financial Officer, Controller or Accountant.
With the right partnership, running a successful charter school comes down to simple mathematics.
CSBM News
“Build for What’s Possible” with Civic Builders
At CSBM, we’re proud to be part of a community dedicated to helping schools thrive and expanding educational opportunities for students. October 27th, CSBM President & COO Karen Daniels attended
CSBM Connects with New York Charter School Leaders at the 2026 Conference
The 2026 New York Charter Schools Conference brought together school leaders, education professionals, and partners from across the state for an opportunity to connect, exchange ideas, and celebrate the charter
NYC Charter Conference after hours!
NYC Charter Conference after hours! Following the first day of the NYCCSA Conference, CSBM hosted a happy hour at The Foundry Bar in New York City, bringing together school leaders,
