K12 ACCOUNTING - Key Persons
Amber is a Business Manager for K12 Accounting and resides with her family in Albuquerque, New Mexico. Amber attended Fort Lewis College in Durango, Colorado and graduated magna cum laude with a bachelor's in Business Administration with a concentration in Finance and a bachelor's in Accounting. Amber is a licensed Certified Public Accountant (CPA) in New Mexico.
Amber has experience as an internal auditor of a publicly traded company and external auditor with a focus on governmental, tribes, charter schools, and benefits plans. Amber was also the Controller of a multimillion-dollar healthcare business where she advanced her knowledge and love for financial reporting, budgets, forecast, contract compliance, contract negotiation and the development of process and procedures.
Amber's knowledge includes banking activities, payroll, accounts receivable, accounts payable, internal controls, implementation of reporting and billing systems, ad-hoc reporting, various special analyses, project management and human resources.
Job Titles:
- Business Manager
- Assistant Business Manager / Accountant With
Anna is an Assistant Business Manager/Accountant with K12 Accounting. She lives with her family in Albuquerque, NM. Anna graduated from the University of New Mexico with her Bachelor's in Business Administration with a concentration in Accounting. Currently Anna is working toward her Master's in Information Assurance at the University of New Mexico. Anna is a licensed New Mexico School Business Official.
Job Titles:
- Member of the Management Team
- Co - CEO
- Co - Founder and Co - CEO
Bryan is the Co-Founder and Co-CEO of K12 Accounting. Before founding K12 Accounting, Bryan served as a Senior Manager at a local public accounting firm where he specialized in conducting external audits of governmental entities in compliance with Generally Accepted Governmental Accounting Standards, Uniform Grant Guidance, U.S. General Accounting Office Government Auditing Standards, and Generally Accepted Accounting Principles.
Bryan's qualifications speak to his dedication to professional growth and expertise in the financial realm. As a Certified Public Accountant (CPA) in the State of New Mexico, he has solidified his proficiency in the field. Bryan's educational journey includes the successful completion of both a Bachelor and Master of Accountancy degrees from New Mexico State University, further enhancing his knowledge and skills. Moreover, his possession of a Level II New Mexico School Business Official license underscores his specialized focus on supporting educational institutions. These achievements not only reflect Bryan's commitment to continuous improvement, but also provide clients with the confidence that they are collaborating with a highly knowledgeable and qualified financial professional who specializes in serving public schools.
With over fifteen years of accounting experience, Bryan's expertise encompasses various aspects of governmental financial management. He is adept at financial statement preparation, ensuring compliance with stringent regulations. Furthermore, Bryan excels in evaluating and implementing robust internal controls to safeguard financial integrity. With a keen understanding of grant management and compliance, he ensures organizations effectively utilize available resources while adhering to regulatory requirements. Bryan also demonstrates proficiency in implementing new accounting standards, staying up to date with evolving standards in the field.
Bryan is committed to serving his community, and currently serves as the Treasurer for Casa Esperanza, a non-profit organization focused on providing direct services for medically underserved families traveling and staying in Albuquerque for medical treatment. Bryan's contributions and accomplishments have garnered recognition in the professional community as well. He was honored as one of Albuquerque Business First's 2020 40 Under 40, a testament to his exceptional skills and dedication to his profession.
With a commitment to excellence and a deep understanding of governmental accounting practices, Bryan is a trusted partner for public schools seeking comprehensive financial solutions. Bryan's wealth of experience and practical approach to problem solving enables clients to navigate complex financial landscapes.
Our work and expertise have allowed our company to grow organically by providing admirable results that speak for themselves. Our commitment to running our clients' school business office efficiently and effectively allows the school's administration to focus on what matters most, the classroom. From small charter schools to large school districts, we have become a top provider of business management services in New Mexico.
Job Titles:
- Assistant
- Business Manager
- Assistant Business Manager / Accountant With
Erik is an Assistant Business Manager/Accountant with K12 Accounting and resides in Albuquerque, New Mexico. Erik attended the University of New Mexico and graduated magna cum laude with both a Bachelor's in Business Administration with an Accounting Concentration and a Master's in Accounting with a Tax Concentration. Erik is a licensed New Mexico School Business Official.
Francisco is a Business Manager for K12 Accounting and resides with his family in Rio Rancho, New Mexico. Francisco attended the University of New Mexico and graduated with his Bachelor's in Business Administration with an Accounting Concentration. Francisco is a licensed New Mexico School Business Official.
Prior to joining K12 Accounting, Francisco worked as an external auditor for a local accounting firm. Francisco has worked with a variety of governmental entities including school districts and charter schools. Francisco's expertise includes implementation of internal controls, grant management and compliance, and internal reviews of current practices.
Job Titles:
- Assistant
- Business Manager
Heidi is an Assistant Business Manager for K12 Accounting and resides in Albuquerque, New Mexico with her family. Heidi has four years of experience working in school business offices. Heidi's knowledge base includes payroll, accounts receivable, accounts payable, and human resources.
Jolene is the Director of Operations for K12 Accounting and takes residency with her family in Albuquerque, New Mexico. Jolene holds a Bachelor of Arts degree from New Mexico Highlands University and is a member of the New Mexico Association of School Business Officials. Jolene is a licensed New Mexico School Business Official and a licensed Chief Procurement Officer for the state of New Mexico.
Jolene has twenty-two years of experience working in the public-school system - fifteen of those years have involved oversight of school business offices. Jolene has managed school district business offices with budgets in excess of thirty-three million dollars, managed a software support team for school financial software, and has extensive experience running and managing operations for public school business office management companies.
Jolene's expertise includes developing and implementing strong internal control and procedures for financial reporting and safeguarding of assets, knowledge and execution of reporting requirements for state, local, and federal entities, payroll, human resources, financial reporting, training, project and team management, maintaining the general ledger to provide accurate financial statement for analytical and reporting purposes, and software implementation and support.
Job Titles:
- Senior Business Manager With
Katie is a Senior Business Manager with K12 Accounting and resides with her family in Cedar Crest, New Mexico. Katie attended the University of New Mexico and graduated summa cum laude with both a Bachelor's in Business Administration with an Accounting Concentration and a Master's in Accounting with a Tax Concentration. Katie is a licensed New Mexico School Business Official.
Katie has over fourteen years of experience working in governmental accounting. Prior to working with New Mexico Public Schools, Katie spent ten years working with the United States Air Force (USAF) in the Finance and Accounting Department while on active duty. During her tenure with the USAF, Katie provided mentorship and training support to incoming personnel and continues to serve in a mentorship role with K12 Accounting.
Katie's expertise includes policy formation, payroll, in-depth payroll liability reconciliations, financial analysis, federal grant management and requests for reimbursements, project management and employee/client communication and training. Katie specializes in charter schools authorized by the Public Education Department, including financial performance framework and charter school renewal application budget analysis.
Job Titles:
- Assistant
- Business Manager
Kimberly is an Assistant Business Manager for K12 Accounting and resides in Las Cruces, New Mexico with her family. Kimberly's knowledge base includes payroll, accounts receivable, accounts payable, and human resources.
Lee is a Business Manager for K12 Accounting and resides in Alamogordo, New Mexico. Lee graduated with a Bachelor of Accountancy degree from Northern Arizona University in Flagstaff, AZ. Lee is a licensed level II New Mexico School Business Official.
Lee has over twenty years of experience working with school finances and related financial software and services. Lee's knowledge base includes payroll, accounts receivable, accounts payable, general ledger, bank reconciliations, human resources and software implementation and processes.
Job Titles:
- Member of the Management Team
- Co - CEO
- Co - Founder and Co - CEO
Rebekah is the Co-Founder and Co-CEO of K12 Accounting. Prior to founding K12 Accounting in 2018, Rebekah held roles as the Director of New Mexico Operations and the Vice President of Finance for a regional software and business management firm. This experience provided her with invaluable insights into the intricacies of financial operations and strategic planning.
As a licensed Certified Public Accountant (CPA) in the state of New Mexico, Rebekah brings a high level of professionalism and expertise to her work. She holds both a Bachelor and a Master of Accountancy degree from New Mexico State University. Rebekah's commitment to excellence is further evidenced by her Level II New Mexico School Business Official License, demonstrating her dedication to serving the specific financial needs of public schools.
With nearly two decades of experience in accounting, Rebekah has earned a reputation for providing exceptional work with New Mexico schools and in the local community. As a seasoned leader and Business Manager, she has provided invaluable services to the financial education sector and mentors others within K12 Accounting to excel in school finance. Rebekah's expertise extends to both large school districts and small charter schools. Her diverse experience emphasizes her versatility and proficiency in handling financial matters across various educational settings. This expertise, combined with her deep-rooted passion for empowering educational institutions, uniquely positions her as a trusted partner for public schools seeking financial guidance.
Rebekah's professional accomplishments have not gone unnoticed. In recognition of her outstanding achievements, she was recently selected as one of Albuquerque Business First's 2023 40 Under 40 honorees. This prestigious accolade reflects her exceptional contributions to the field of finance and underscores her commitment to driving positive change within the community. Rebekah previously worked with a local non-profit and chaired a committee to establish an endowment fund with the Albuquerque Community Foundation to provide scholarships to local students.
Rebekah's unwavering dedication to her clients, coupled with her extensive experience and proven track record, make her a reliable and trusted partner for public schools seeking financial expertise. Her ability to navigate complex financial landscapes and provide strategic guidance ensures the long-term financial health and success of K12 Accounting's clients.
Job Titles:
- Assistant
- Business Manager
- Assistant Business Manager With
Renata is an Assistant Business Manager with K12 Accounting. Renata and her husband relocated to Albuquerque, NM after residing in Raleigh, NC for 22 years. Renata has 23 years of experience in accounting and bookkeeping. She specializes in daily business accounting practices, budget management and human resources. She is an avid volleyball player and shares her passion through coaching junior players in the area.
Stacey is a Finance Manager for K12 Accounting and resides in Albuquerque, New Mexico with her family. Stacey is a licensed New Mexico School Business Official.
Stacey has over eighteen years of experience working in school business offices. Stacey's knowledge base includes payroll, accounts receivable, accounts payable, grant management and New Mexico Public Education Department reporting.