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Financial Planning services

Our team of financial planning professionals will perform an assessment of your balance sheet and your budget, and we can design a plan that evaluates your current situation by analyzing your financials

What assets do you need today?

Regardless of the financial accounting system you have, our team can recommend improvements to your budget and your balance sheet, without any change to your existing accounting software. The only assets you need is your willingness to let us look at your trial balance to see if there's any "creepy crawlers" that can be affecdting the fiscal capacity and strength of your City organization.

What can you do to achieve your financial goals?

By being willing to open your books to our team of experienced CPAs and Finance Director municipal finance practitioners, we can help you make substantial progress in your long term fiscal stability and sustainability..

Risk Management

Everything we do these days has a risk management component. Even accounting uses a "materiality" threshold to decide where to spend your time looking for opportunities to enhance your General Fund and the fiscal strength of your organization as a whole. Rest assured that risk management is a high priority to Herrera & Associates as it is to your City organization..

For government

Assessment
Financial assessment is our #1 priority to get your financial house in order.
budgets & cash flows
We don't just focus on the budget. We also focus on the cash flows that fund your budget evenly throughout the year.
Risk Management Planning
Planning for risk (or bad luck) means "financing" the uncertainty. We factor this into all of our fiscal assessments..
revenue diversification
The top 5 revenues in your City generate 70% or more of hour income. We help you diversify 100%.

For Business

Individual Planning
Building wealth starts with good bookkeeping; know where you stand each day!
Tax Efficiency
Make business decisions for business reasons, but know the tax impact of your decisions.
Business Valuation
You build a business to sell it someday. We help systematize your business!
Succession Planning
Systematization of your business is your succession plan. Make your business systems dependent!

We are dedicated to helping you reach your goals

Your City's success is our passion. We seek to help your Cit yachieve long term fiscal stability and sustainability as part of our fiscal assessments. Call us and you will be convinced that we are dedicated to helping you reach your City's goals!
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