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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"Terri came to our district at a time of dire need. Our issues probably caused many to shy away from our district, but not Terri. I remember talking to her the first time about our situation and hearing her positive attitude and willingness to jump in and find solutions for us. That aspect of Terri's work ethic has not changed - she is always finding solutions for our problems, some that are very unique to our district and probably the state."
Scott Leaman
Western Placer USD
916.652.7165
8334 Parus Way, Granite Bay, California 95746
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