916.652.7165
AB1200 Fiscal Advisor services and fiscal health analyses on behalf of county offices of education.

  • We have been assigned as Fiscal Expert and Fiscal Advisor, depending on extent of fiscal distress of district. Working alongside the superintendent, cabinet and the board, we have assured fiscal solvency and avoided state takeover through a combination of budget cuts, negotiated agreements, and staffing changes.
  • In the process, we have worked with the legislature, CDE, FCMAT and the County Office of Education until the district was no longer in danger of needing a state loan.

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"Terri is a consummate professional whose school business knowledge and experience are uniquely special. She and her firm are who we turn to when we need school business consulting services. Our office has used her in a variety of assignments, including Interim CBO, Fiscal Expert and Fiscal Advisor with tremendous success."
Don Gatti
Deputy Superintendent, Stanislaus COE