Our FAQ section should provide you with some of the most commonly asked questions. If you do not find something you looking please get in touch.
What will Financial Planner do for me?
Utilizing comprehensive City finance procedures, our municipal finance practitioners will identify General Fund revenue enhancement, opportunities to improve your City budget, and a written financial plan to better understand the current and future fiscal capacity of your City.
What is fee based Financial Planning?
Our fee is fixed based on the service to be provided. We expect to enhance your City budget by a multiple of the fix fee you pay for our financial assessment.
How does Financial Planner work?
Our financial planners will come to your office as needed, but most work can be performed remotely and via Zoom or Teams. A project schedule is provided reports are provided during the milestones of the project.
Can you give me examples of how I will save money?
Throuigh a review of your City budget and your balance sheet, we seek to eliminate any subsidies your General Fund may be providing to other funds and revenue programs that should be allowed to "pay their own way". Our fiscal assessment often results in hundreds of thousands of dollars, if not millions, in budget enhacement for the General Fund..
Which financial Strategy will get our financial house in order?
Our financial planners utilize a proprietary system of accounting and budget procedures that ensures all available stragtegies are presented to the City, regardless of the political constraints. After the report is presented and approved by the City, it is up to the City to decide which strategies it wishes to recommend to their Council.