(800) 691-3120

is your city's Financial house in order?

Now's the time for a "full" financial assessment to be ready for the next economic downturn.
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How Can We Help?

John Herrera, CPA personally performs and directs all financial assessments.
Budget enhancement
We analyze your budget, identify cost-savings, to improve the fiscal capcity of your entity.
balance sheet review
The balance sheet is misunderstood. We teach managers to read and understand it fully.
comprehensive financial house assessment
We turn over every rock in your budget, looking for "creepy crawlers" to improve your fiscal health.

Why choose us?

100+

Clients

5

Certified employees

33+

years on the market
We have been helping organizations to "get their financial house in order" since before the last Great Financial Crisis, and we have provided financial staff to over 100 clients..
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What We Do

financial analysis

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clean up the books

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grants - local, state, federal

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budgets - cip and operating

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Testimonials

  • Before the start of the 2008 Great Financial Crisis, John Herrera came on board at the City of Pico Rivera to design a budget strategy and revenue enhancement initiative that today generates millions of dollars for the General Fund in perpetuity. The Council and Mayor issued a Proclamation in 2011, thanking Mr. Herrera for his financial leadership that will benefit our City for decades.
    Chuck Fuentes, City Manager dec.
    John Herrera, CPA can perform the same comprehensive financial assessment for your City.
    City of pico rivera is our capstone project

Choose your plan

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budget analysis

project based pricing
  • Review entire budget plan.
  • Identify top 5 revenues.
  • Recommend budget enhancement options.
  • Prepare report of findings.
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financial advisor

MonthLY RETAINER
  • Provide dedicated financial advising to organization.
  • Train your Finance staff.
  • Review all staff reports and memors for fiscal impact.
  • Remain on retainer as long as needed, with 30-day notice.
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comprehensive

project based pricing
  • Provide all the services of Financial Advisor to implement all of the recommendations in this Comprehensive Financial Assessment.
  • Getting your organization's financial house in order to achieve measurable goals.
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