Services & Recent Projects




  • Interim Finance Director and other staff positions

  • Financial recovery support

  • Annual external and A-133 compliance audits

  • Annual Financial Report (including CAFR) preparation

  • Budget support

  • Financial system implementation support

  • Internal control and process improvement recommendations

  • Technical accounting entries and complex reconciliations

  • Debt compliance review and tracking

  • Trainings


recent projects

Project Manager for financial system conversion and implementation - Crook County

Financial recovery support, including fund and chart of accounts restructure; currently working on reformatting monthly and quarterly financial reports for management and their board. - La Pine Parks & Recreation District

Monthly financial support, including bank reconciliations, financial statement review, and other technical support - City of Oakridge

Audit preparation support, some with financial statement preparation - City of Oakridge, City of Hood River, City of Bend, City of Milwaukie

Budget support - Burlington Water District, La Pine Parks & Recreation District (Contracted Budget Officer), City of Bend

Consulted on fund and chart of accounts restructure, cleanup of balance sheet accounts, etc. - City of St. Helens

Contracted interim finance director and accounting manager - City of Woodburn


Internal Controls for Small Local Governments

Oregon Property Tax Basics

Revenues & Diversification for Local Governments

Communicating with Non-Financial Audiences