1
Understanding Your Needs
2
Essential Resources
3
Project Cost Calculator
4
Funding Options
1
Understanding Your Needs
2
Essential Resources
3
Project Cost Calculator
4
Funding Options

Step Charter School Business Management, Inc.

Service Providers: Financial Consultant
350
schools supported
$ 1,050,000,000
in financings
  • National

  • less than one year 
  • one to three years 
  • more than three years of operating history or one charter renewal
  • charter management organizations
  • stand-alone schools
  • single-site schools

CSBM is a national provider of accounting and finance back office services and professional development for charter schools and charter management organizations. Our purpose is to eradicate financial mismanagement. Our mission is to empower charter schools and their stakeholders to understand and practice responsible financial management. Our vision is one day, ALL charter schools will view and value responsible financial management as VITAL.

Organizations can fully or partially outsource their Chief Financial Officer, Controller and/or Accountant level duties to CSBM.  For schools and networks who choose to manage their financial responsibilities in-house, CSBM can professionally develop their staff members, leadership teams and/or board members to understand and implement our proven practices. The 10 CUREs and 50 Remedies are from the Fiscal Responsibility MethodTM in our forthcoming book, fiscally seCURE: prepare, protect & propel your CHARTER SCHOOL with RESPONSIBLE FINANCIAL MANAGEMENT.

Charter School Business Management is based in New York. The organization offers bookkeeping, accounting, payroll, audit preparation services, budgeting, financial reporting, forecasting, as well as professional development. Charter School Business Management operates as a consulting company.  

When deciding which charter schools to work with, Charter School Business Management understands the needs, the scope of the work, and the necessary capacity. If CSBM chooses to move forward, they create and send a proposal for consideration. If the scope of work is something CSBM does not yet have experience with, they discuss this internally and decide whether the project will be one of the few pilots to try out each year. Typically minimum project size for Charter School Business Management is $50,000- $150,000. CSBM works with over 100 clients, please reach out with any questions or visit https://csbm.com/our-reach/our-clients/

Last Updated: December 2021

Disclosure: Information on this page has been provided by the organization. Any questions related to figures or programs listed should be directed to the contact shown above. Keep in mind that each school’s situation will differ slightly and you’ll need to speak to the contact listed for information specific to your school.