916.652.7165
We assist districts during transition periods, covering the primary duties of the CBO, director and other staff positions, making sure all deadlines around budgeting and accounting are met, and assisting with other business office training, staffing and projects.

  • We have served in a short-term capacity in school districts, county offices of education, community college districts, a JPA, a fire district and charter schools.
  • During our periods of support, we
    • build the budget
    • close the books
    • complete interim reports
    • attend cabinet meetings
    • make board presentations
    • prepare financial analyses and cash flow projections
    • assist with the hiring of a permanent leader
    • meet all deadlines as appropriate
  • We bring years of diverse experiences to each engagement, allowing for effective training of staff and school boards, as we explain complex subject matter in an easy-to-understand manner.

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"It is all about the magic, in everyone being part of the solution and not the problem, and your team has really provided that positive part of the solution formula. We appreciated you recalibrating the work plan to implement more depth and skill-set and to supplement the internal team to achieve a timely close and report submission. Thanks - truly appreciate your work and support."
Mel Jordan
Vallejo City USD