Financial Management Reviews
Our comprehensive operational review of local accounting, treasury, collection, assessing, and overall administrative functions is designed to improve day-to-day management practices and procedures through specific, hands-on tools, guidance, and strategies for improving local government.
Strategic Planning, Analysis, and Benchmarking
Our assistance highlights strategies and opportunities to strengthen municipal financial operations by analyzing data, policies, procedures, workflows, staffing levels, job descriptions, and shared-service opportunities.
Best Practices
Our financial management resources are built on national standards of excellence, extensive local government knowledge, and the collective wisdom gained from visiting over three-quarters of communities across the state.
Governance
- Legal Services
- Financial Management Team
- Home Rule
Financial Planning
- Financial Policies
- Annual Budget Process in Towns
- Formal Budget and Municipal Calendar
- Quarterly Budget Projections
- Revenue and Expenditure Forecasting
- Free Cash
- Reserves
- Retirement Costs
- Special Purpose Stabilization Funds
- User Fees
- Financial Trend Monitoring
Departmental Procedures
- Annual Audits
- Revenue and Appropriation Deficits
- Cash Flow Budgeting and Short-term Borrowing
- Cash Book
- On-line Bill Payments
- Reconciling Cash and Accounts Receivable
- Property Sales Inspections
- Employee Performance Evaluations
- Enforcing Collections
Other
- Statutory Treatment of Municipal Revenues
- Understanding Municipal Debt
- Presenting and Funding Major Capital Projects
- Enterprise Funds
- Costing Municipal Services
- Intermunicipal Agreements
- Overrides and Exclusions
Tools, Templates and Calculators
- Debt Service Estimator
- Tax Impact
- Residential Exemption
- Tax Levy Shift
- Collector Receivable Control
- Employee Time Sheet
- Department Payroll Summary Voucher
- Debt Service Schedule
- Treasurer Cash Book
- Cash Flow Budget
- Indirect Cost Template