Who We Are

CSMC is the largest provider of back-office financial services to charter schools, serving over 150 schools throughout the country. Our staff has expertise in charter school development, budgeting, data systems, fiscal operations, and financial management.


Our Mission

CSMC’s mission is to remove the day-to-day operational challenges school administrators face, and empower those charter school leaders to create and lead successful and innovative charter schools.

What We Do

CSMC can free you up to guide your team toward your core mission: helping your students to thrive. Whether you are a small start-up school or a large charter management organization, CSMC can provide a level of service that best fits the needs of your school, all while fitting within your school’s budget.

Latest Posts

CSMC will be at the Colorado Charter Schools Conference February 25-27!

Meet the CSMC team at the Colorado Charter Schools Conference CSMC will be attending the 2016 Colorado Charter Schools Conference in Broomfield, outside of Denver, from February 25-27. If you would like to schedule an appointment, contact Nick Driver at ndriver@csmci.com. For more information on the conference, go... read more

LCSD1 approves secondary school for Poder charter

The LCSD1 Board of Trustees unanimously voted on Tuesday to approve Poder Academy’s proposal. The go-ahead does include several conditions that have to be met before the school can open. The vote followed nearly four and a half hours of testimony from Poder officials, district leadership and the public. The district’s conditions were the main reason Tuesday’s special board meeting was held. LCSD1 Superintendent John Lyttle said that while Poder’s application was mostly complete, there were a few areas that needed more clarification. Among those was the way Poder estimates how many students it will be enrolling, which in turn dictates how much state funding it will get.   Click Here to view the entire article in the Wyoming... read more

CSMC will be presenting at the 2016 CCSA Conference!

Below you will find our speaking topics, location, and time. – Be Ready for Oversight Audits: What Board and Management Need to Know | 3/16, 11am-12:15pm, Room 202a | Presenter: Sandro Lanni – Leading School wide Improvement through Data Analysis & Plan Alignment | 3/15, 11am-12:15pm, Room 202a | Presenters: Tom Nichols, AJ, and Yvette Brown – Poster – Planning for a New Building: Three Views on Facilities Financing | Poster Session: Facilities & Funding Expo on Tuesday, 3/15, 12:45-1:45 PM | Presenter: Adrienne Barnes – Balance: Achieve Fiscal Wellness through Priority Based Budgeting| 3/16, 2:45pm-4pm, Room 101a | Presenter: Nick Driver – What Now? We have an approved petition…How do we fund the first year? | Poster Session: Facilities & Funding Expo on Tuesday, 3/15, 12:45-1:45 PM AND 3/14, School Developer Day | Presenters: Scott Warner and Nick Driver – From Words to Numbers: Align Program Goals to Dollars | 3/17, 10:45am-12pm, Room 202b| Presenters: Eileen Logue and Jennifer Afdahl Rice – Poster – Career Pathways Grant: College to Career | Poster Session: Operations & Compliance Expo on Wednesday, 3/16, 9:45-10:45 AM | Presenter: Jennifer Afdahl Rice – Local Control and Accountability Plan: Do’s and Don’ts | 3/15, 4:15pm-5:30pm, Room 202B| Presenter: Yvette Brown – 10 Things You Wish You Had Known When You Started Your School | 3/14, School Developer Day | Presenter: Nick... read more

2016 CSMC and YM&C Charter Schools Critical Issues Symposium

We are back for our fourth year! YM&C and CSMC have partnered to provide a free, full-day Critical Issues Charter School Symposium covering a multitude of fiscal and legal issues for charter school developers and operators. Symposium sessions will be approximately 45 minutes. SAN DIEGO Register for San Diego Date: Tuesday, January 26, 2016 Location: National University Spectrum Campus 9388 Lightwave Avenue San Diego, CA 92123 Time: 9:00am to 4:30pm (lunch included) LOS ANGELES Register for Los Angeles Date: Wednesday, January 27, 2016 Location: Granada Hills High School, Rawley Hall 10535 Zelzah Avenue Granada Hills, CA 91344 Time: 9:00am to 4:30pm (lunch included) SACRAMENTO Register for Sacramento Date: Thursday, January 28, 2016 Location: YM&C Office 655 University Avenue, Suite 150 Sacramento, CA 95825 Time: 9:00am to 4:30pm (lunch included) SF BAY AREA Register for the Bay Area Date: Friday, January 29, 2016 Location: Alameda County Office of Education 313 W Winton Avenue Hayward, CA 94544 Time: 9:00am to 4:30pm (lunch included) QUESTIONS? For more information please contact: Gabrielle Perez at 916.646.1400 Nick Driver at... read more

CSMC will be at the FCSC Conference from November 10-12!

Meet the CSMC team at the FCSC Charter Schools Conference CSMC will be attending the 2015 FCSC Conference in Orlando from November 10-12.  If you would like to schedule an appointment, contact Joe Asen at jasen@csmci.com. For more information on the conference, go... read more

The experience and knowledge that they [CSMC] bring to our schools has helped us expand beyond our imagination – we are now up to 6 schools.

Tim Wolf

Executive Director, King-Chavez Public Schools - San Diego, CA