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.

Get Started Today!
"Please extend my personal appreciation to Terri. Her presentation was thorough and she explained everything in a way that I can understand. My dad is a retired accounting professional, who worked with school districts and city governments. I have so much respect for people who not only tolerate, but are excited by, accounting. What a blessing they exist!"
Ei Ei Khin
Peninsula Conflict Resolution Center