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 at NCSC26
The CSBM team had a fantastic time attending the 2026 National Charter Schools Conference (NCSC26) in New Orleans! NCSC26 brought together charter school leaders, educators, and partners from across the
CSBM at the 2026 NYU Coaching & Technology Summit
Our President and COO, Karen Daniels, attended the 2026 NYU Coaching & Technology Summit: Coaching at Organizational Scale June 15th–16th at NYU’s Kimmel Center in New York City. The Summit
CSBM at SageFest 2026!
The CSBM team was proud to attend Sage Future 2026 at the Moscone Center in San Francisco — an exciting three-day conference focused on AI-driven business innovation, technology breakthroughs, and
