Pleasanton Unified School District

Fiscal Services » Welcome!



The Fiscal Services Department plays an integral role in the ability of the school district to provide a quality education for our students. As the financial center of the district, this department is responsible for the processing of all fiscal transactions and provides important budget information necessary to make crucial decisions which ultimately affect the classroom.
Fiscal Services/Administration – Who Does What
Abatement Billings-Salary Leslie Tavernier 925.426.4311
Abatement Billings-Other Expenses Leslie Tavernier 925.426.4311
Accounting Cathy McKim 925.426.4347
Accounts Payable A – Z Joanne Tangney 925.426.4314
Annual Budget Suzy Chan 925.426.4310
Attendance Reporting to CDE Leslie Tavernier 925.426.4311
Benefits L-Z
Benefits A-K
Nancy Bronzini
Marla Marriott
Budget Allocations Cathy McKim 925.426.4347
Budget Transfers (split by schools) Kay Dorp
Leslie Tavernier
Certificates of Insurance Patty van Looy 925.426.4307
Cal Card Statement Processing Marla Marriott 925.426.4313
Employee Benefits Nancy Bronzini 925.426.4327
Debt Service Suzy Chan 925.426.4310
Deposit Forms (Cash Receipts) Marla Marriott 925.426.4313
Developer Fees Collection Marla Marriott 925.426.4313
Expenditure Transfers (split by schools/dept) Kay Dorp
Marla Marriott
Leslie Tavernier
Sue McKinnon
Fed Ex Patty van Looy 925.426.4307
Field Trips – Insurance/Contracts Patty van Looy 925.426.4307
Financial Statements & Reports Suzy Chan 925.426.4310
Financial Audits Suzy Chan 925.426.4310
Golden Handshake Suzy Chan 925.426.4310
Investments Suzy Chan 925.426.4310
Legal Billings Patty van Looy 925.426.4307
Outdoor Education Kay Dorp 925.426.4317
Payroll – L-Z Carol Davila 925.426.4315
Payroll – A-K Judith Mallory 925.426.4316
Retirement PERS Judith Mallory 925.426.4316
Retirement STRS Carol Davila 925.426.4315
Revolving Cash Joanne Tangney 925.426.4314
Student Accident Reports Patty van Looy 925.426.4307
Student Insurance Forms Patty van Looy 925.426.4307
Tax Sheltered Annuities (403b & 457) Nancy Bronzini 925.426.4327
Vendor Contracts Approval Patty van Looy 925.426.4307
4665 Bernal Avenue, Pleasanton, CA 94566
Phone: 925.462.5500
Fax: 925.462.8207

Accounting Services

  • Compile & distribute monthly reports
  • Prepare, record & submit deposits, budget and expenditure transfers (including stores & graphics)
  • Verify account codes, availability of funds & required signatures on all items to be paid
  • Reconcile district & county financial reports
  • Accounting for Outdoor Education
  • Provide QuickBooks support
  • Billing for salaries
  • Student Body
  • Parent Clubs
  • Collecting and tracking developer fees

Accounts Receivable

  • Billing for stores and graphics
  • Collection
  • Complete deposit receipts

Accounts Payable

  • Operation costs and employee reimbursements
  • Purchase orders
  • Conference reimbursement claims
  • Mileage & educational expense claims
  • Consultant reimbursements
  • Requests for travel advance
  • Revolving Cash
  • 1099s