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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"Over the last ten years, I have asked Terri to manage a wide variety of projects, including specialized budget development work, preparing detailed and complicated redevelopment revenue analysis, and leading an ad hoc committee, among other projects. Terri also served as my Interim Director of Finance when I had a vacancy in that position. I've always had the highest level of confidence in Terri's work and she has always delivered. Terri has an outstanding presence and over the years has provided excellent presentations to both the management team and Board of Trustees. Terri is always ready when I call, and I know when I make that contact she will be there to deliver in a most thorough and professional way."
Doug Smith
Vice Chancellor of Administrative Services, San Jose Evergreen Community College District
916.652.7165
8334 Parus Way, Granite Bay, California 95746
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