News And Blogs

News And Blogs

Come see us at the 40th Annual MMA Conference and Trade Show

Come see us at the MMA 2019 Annual Meeting & Trade Show held at the Hynes Convention Center in Boston, January 18-19, 2019. We will be located in booth #410, a corner booth in the 400 aisle directly across from the Auditorium entrance to the show. See for yourself all of the services we can …

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Lisa Kelly obtains CPA

Our Senior Manager, Lisa Kelly is now a certified public accountant. Lisa had previously obtained her degree in Accounting and passed the CPA exam in Texas. Through hard work and dedication, Lisa was able to meet all the requirements by passing an additional test and demonstrating her experience working in a CPA firm. The Texas …

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69th Annual MCTA Annual Conference on Local Taxation and Finance

Please join us at the 69th Annual MCTA Conference on Local Taxation and Finance at the Resort and Conference Center Hotel at Hyannis, Monday, June 11 and Tuesday, June 12, 2018. Come and visit our booth, speak with our team and learn about all of the new and exciting things we have happening!! Test your …

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Beware of Wire Transfer Fraud via Spoofed Emails

Attempts at cyber wire fraud have been increasing globally, but the latest surge is targeting Municipalities. City and Town Treasurers all over the United States have been the target of an elaborate wire fraud scheme. Spoofed emails from “Town Administrators” have been sent, requesting payment to a specific vendor for “Professional Services” via an immediate …

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Come see us at the MMA 39th Annual Meeting and Trade Show

Come see us at the MMA 2018 Annual Meeting & Trade Show held at the Hynes Convention Center in Boston, January 19-20, 2018. We will be located in booth #410, a corner booth in the 400 aisle directly across from the Auditorium entrance to the show. See for yourself all of the services we can …

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Understanding the differences between Free Cash, Stabilization Funds and Reserve Funds

There are multiple differences between Free Cash, Stabilization Funds and Reserve Funds. However, they can all be used as a funding source for various town expenses. Free Cash is unrestricted available funds for appropriation by a majority vote, typically at Town Meeting. It should only be used for non-recurring expenses, not to balance the operating …

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