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 has a strong background in School accounting, is very organized and has delivered exceptional services to our District. Without Terri's assistance, we would not have met required reporting deadlines or our annual audit deadlines. She works well with other business office staff and can be depended on to get the job done - whatever it takes."
Ralph Johnson
Tahoe Truckee USD
916.652.7165
8334 Parus Way, Granite Bay, California 95746
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