Municipal Finance

Municipal Consulting and Interim Services

Eric offers a unique blend of public accounting experience with “in the trenches” experience as he has over 10 years working for municipalities in financial management positions. In addition, the firm has served as the Interim Town Accountant, CFO, Interim Treasurer/Collector, Interim Treasurer and consulted in Treasury operations for many Massachusetts municipalities. By having experience in the positions and combining that with experience as an outside auditor and a consultant, Eric brings unique value to every municipal engagement. Eric is dependable and all projects large or small are treated with priority. Just what you need to get your municipality on the right track.

Fraud Risk Assessments

We have been successful in implementing fraud risk policies and procedures to a number of municipalities. This is a result of a fraud risk assessment which is designed to help address fraud risks and make suggestions to lessen the risks.

Temporary Staffing

If you find a vacancy in one of your positions that requires a temporary solution, we can help. Our staff members will assist your organization and help you create a seamless transition.

Training

We offer training for Treasurers, Tax Collectors, Finance Director’s and Town Accountants.

Cash and Receivable reconciliations

We assist municipalities in reconciliation of their cash and receivable accounts.

Municipal Finance Director

We offer permanent and temporary services by seasoned professionals for cities and towns in need of a Finance Director.

Interim Town Accountant services

We offer Interim Town Accountant services to Towns that have vacated positions. We also help in your recruiting efforts to fill the position.

Outsourced Accounting

We offer Outsourced Accounting services for many municipalities in Massachusetts.

Municipal Financial Consulting

Assisting municipalities in budgeting, accounting, treasury, fraud risk assessment, and special projects.

Treasurer’s Office Operations Consulting

As firm, we have completed many engagements establishing Treasurer’s office cash reconciliation processes and procedures, training of Treasurer’s Office staff,and conducting evaluations of Treasury operations.