SERVICES & RECENT PROJECTS

 

 
 

Services

  • Financial recoveries

  • Annual external audit - preparation assistance

  • Annual Financial Report (including ACFR) preparation

  • Budgetary support, including Contracted Budget Officer

  • Financial system implementations

  • Interim Finance/Accounting services

  • Technical accounting entries and complex reconciliations

  • Debt compliance review and tracking

  • Training

 

Previous projects

Audit preparation support, some with financial statement preparation - City of Sherwood, North Wasco County School District, City of Hood River, City of Bandon, City of Stayton, La Pine Park & Recreation District, Lincoln County Library District, Culver School District

Financial recovery support, including fund and chart of accounts restructure. - Mosier School District, La Pine Parks & Recreation District, City of Oakridge

Budgetary support - City of Rainier, Burlington Water District, La Pine Parks & Recreation District (Contracted Budget Officer), City of Stayton, Curry County

Consulted on fund and chart of accounts restructure, cleanup of balance sheet accounts, etc. - City of St. Helens, Curry County, City of Bandon

Contracted interim finance/accounting manager - City of Woodburn, City of Stayton, City of Madras


Presentations

Audit Update Fall 2022

Municipal Audit Law Update Spring 2023

Internal Controls for Small Local Governments

Oregon Property Tax Basics

Revenues & Diversification for Local Governments

Communicating with Non-Financial Audiences

Governmental Budgeting 101

Financial Awareness for Public Officials