financial literacy creates wealth for family and comunity
Herrera & Associates, CPAs (H&A) trains public officials to comply with the new SB 827 Financial Literacy law. But beyond compliance with the new law, City Council and Directors learn the ABCs of reading financial reports and accounting data. Our Financial literacy training will prepare public officials as fiscal stewards, to strike the best "deal" on all financial transactions which ultimately benefit families and stakeholders in your community.
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How Can We Help?
John Herrera, CPA performs all financial literacy training, as well as accounting system designs, software conversions, and financial assessments, with a team of experienced professionals.
Budget / balance sheet
We analyze your budget and balance sheet to identify cost-savings, to improve the fiscal capacity of your entity.
learn financial literacy
H&A trains public officials to make better financial decisions and comply with the SB 827 law.
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. We also have provided interim accounting staff to over 100 municipal clients.
What We Do
financial analysis
clean up city books
grants - local, state, federal
budgets - cip and operating
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 revenues that generate majority of cash flows.
- 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.