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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"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