Trusted Municipal Finance & Accounting Consulting
Financial & Leadership Consultants provides technical municipal finance and accounting expertise to local governments, delivering high-quality services that consistently exceed expectations and lead to return engagements.
As a result of working with us clients gain stronger financial footing, better stakeholder relationships, improved compliance with industry and government regulations, and an improved understanding of the financial aspects of their operations.
Our Solutions & Services
Strategic Financial Guidance
- Integrated Strategic & Financial Planning
- Cashflow Forecasting
- Long-term Financial Planning
- Financial Health & Fiscal Sustainability Assessments
Enhance Internal Financial Resource Capacity
- Fractional CFO expertise customized to your organization’s needs
- Operating & Capital Budget Preparation & Review
- Annual Comprehensive Financial Report Preparation & Review
Grant Readiness and Administration
Best Practice Policy & Procedure Development and Review
How We Work
Technical finance and accounting services are delivered remotely or on-site, based on client needs and contract terms.
We work collaboratively as a trusted extension of your team, bringing strategic insight and technical precision to every engagement. We work with you to efficiently and effectively complete the work and meet your goals.
Why Choose Us
- Over 20 years of municipal finance experience, including 13 years in senior management and executive leadership roles
- Deep understanding of government operations, strategic planning, and regulatory environments
- Proven success in delivering results-oriented, customized solutions
- Track record of trust, responsiveness, and repeat engagements
- Recognized for our expertise, empathy, and long-term client partnerships
We are happy to customize our engagement to meet your specific needs, please schedule a call to discuss the options.
Relevant Experience
Consulting Highlights:
- Led financial training, ACFR and budget book reviews, and grant audit preparation
- Conducted financial health and fiscal sustainability assessments
- Supported ERP financial workflow validation and training
- Best practice policy and procedure review, recommendations, and development
Career Highlights:
- City of Sacramento, Department of Utilities
- Oversaw finance, debt, grants, utility rates, long term financial planning and budgeting functions
- California State Teachers’ Retirement System (CalSTRS)
- Co-led $4M investment accounting best practices implementation
- Managed financial disclosures, audits, and complex reporting for investments
- California Housing Finance Agency
- Managed bond issuance and administration, annual audits, and financial statement production