What We Offer...

Our services are designed to provide comprehensive financial expertise tailored to government entities and businesses' unique needs. We specialize in financial statement presentation, internal controls review, rate study assistance, and budget preparation to ensure precise and strategic financial planning. Our team also excels in implementing financial and utility billing systems, payroll processing and review, audit preparation, and federal and state compliance to streamline operations and maintain rigorous standards. Focusing on policy creation and review, we support organizations in building sustainable, efficient financial systems that meet current demands and drive long-term growth.

Financial Statement Presentation

We'll reconcile monthly asset and liability accounts, prepare board and treasurer reports, and draft a narrative to explain variances to the team.

Policy Creation & Review

We'll create or review best practice policies for various areas, including reserves, investments, OPEB/PERs, purchasing/procurement, and many more.

Budget Preparation

We'll prepare a detailed budget and present it to the Board of Directors for their review and approval.

Rate Study Assistance

We'll work with the consultant in developing the rate model, review the model and rates for compliance, and attend Prop 218 hearings.

Audit

We'll close the financial system at year-end, create audit work papers, and work with the auditors on the financial statements.

Internal Controls Review

We'll review the controls in place to limit fraud and recommend revisions to roles and responsibilities to minimize fraud risk.

Payroll Processing & Review

We'll review pay and deduction codes to ensure proper taxation and workers' compensation application. We'll also prepare payroll and submit state and federal filings as needed.

Financial & UB System Implementation

We'll assist in selecting and transitioning from a legacy system to a new financial/UB system, ensuring best practices are followed and data transitions smoothly.

Custom Support Available

We can assist with additional data-intensive tasks your agency requires, including, but not limited to, state consumption reports and planning for indoor and outdoor water use by residential and commercial customers.

What We Offer...

Custom Support Available

Phone

Email

Connect