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
CSBM Attends Harvard Emerging School Models Conference
CSBM Founder & CEO Raj Thakkar attended the 2026 Emerging School Models Conference at Harvard on September 17–18. Hosted by the Taubman Center for State and Local Government, the fifth
CSBM Attends 2026 Fall Tennessee Charter School Convening
CSBM Founder & CEO Raj Thakkar attended the 2026 Fall Tennessee Charter School Convening, held September 22–23 in Nashville, Tennessee. Hosted by the Tennessee Department of Education and the Tennessee
CSBM at the Florida Charter Governance Conference
CSBM Director of Quality Assurance Michelle Lopez presented at the Florida Charter Governance Conference on September 19, 2026. Michelle led a session on the value of budgeting and forecasting for
