

This firm is not a CPA firm
CONSULTING SERVICES
The Financial City Manager consulting firm strives to help cities of all sizes establish stability and growth through the understanding that finances are the foundation for success. The services below can be customized to meet your goals and objectives:

Interim City Manager
The fulfillment of the City’s complete daily operational management tasks while
the City searches for a permanent City Manager, including evaluations of major financial and operational controls and processes.

Financial / Operational Assessments
A review of the City’s Comprehensive Annual Financial Report (CAFR) and Annual Operational Budget to understand the current reporting and responsibility matrix of the City’s operations in order to make recommendations on possible improvements to the accountability of the overall financial system and the efficiency and productivity of the planning process/strategic plan.

Economic Development Analysis
A process by which a leadership position is created to help with the City’s pursuit of business entities and organizations to relocate within their community in order to generate jobs, tax revenue and quality of life enhancements. In addition to provide assistance to new businesses creating new jobs by obtaining development funding through grants/loans.

Bond Rating Presentation Assistance
A presentation/response to Bond Rating Agency analysts in order to project the best possible financial scenarios and documentation to support a favorable rating decision for the City and improved financial terms for a Bond issuance.

Budgetary Consulting
The development of the most productive and efficient annual and strategic budget possible, achieving the City’s visions and goals for the designated time periods.

City Project Management
The creation of a team of people, processes, tools and funding to insure timely and efficient completion of project goals and objectives.

Grant/Loan Administration
The analysis of the availability of financial assistance for the City through the identification and delivery of Federal, State and local grants/loans that help a City meet their public responsibilities and City project needs.

Audit Issue Resolution
A team participation task that works with the City Auditors and staff to resolve internal control and other management weaknesses identified during an annual audit. In addition, investigative support for identification and resolution of sales tax and franchise tax issues.

The Financial City Manager Consulting Services
Advisory Services
The Client is allowed a predetermined number of questions and tasks on a monthly retainer basis to assist in Financial issues and projects.