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, you are a breath of fresh air! I'm sure you have heard that your ability to communicate in a friendly, positive fashion puts others at ease with complicated school finance matters. It is a great skill and one of the reasons you come so highly recommended."
Trisha Dellis
Superintendent, Nevada City School District
916.652.7165
8334 Parus Way, Granite Bay, California 95746
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