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 has a strong background in School accounting, is very organized and has delivered exceptional services to our District. Without Terri's assistance, we would not have met required reporting deadlines or our annual audit deadlines. She works well with other business office staff and can be depended on to get the job done - whatever it takes."
Ralph Johnson
Tahoe Truckee USD