News and Blog

69th Annual MCTA Annual Conference on Local Taxation and Finance

May 3, 2018

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

December 1, 2017

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

November 14, 2017

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

October 24, 2017

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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Interim Town Accountant Services

August 10, 2017

Has your municipality found themselves missing an integral part of the Towns Financial Team? Do you currently have a vacancy in the position of Town Accountant, or do you know of an upcoming one? Our experienced, professional staff can assist you in fully covering the position for as long as you need. We can also […]

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Temp Treasurer / Collector Services

August 10, 2017

Is your municipality in need of a new Town Treasurer/Collector? Let our experienced, professional staff assist you with a temporary solution while you search for the perfect candidate. We can also assist in the search, interviews and training of the new hire! Give us a call to determine what services best fit your Towns needs.

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Welcome Lisa Kelly as our new Senior Assessment Manager!!!

August 1, 2017

Please welcome aboard Lisa Kelly as our new Senior Assessment Manager!!!! Lisa comes to us from the Town of Mendon, where she served as the Town Accountant. Lisa has over 20 years of corporate accounting, budgeting, finance, and system implementation experience. Lisa was employed at Bose Corporation, First Data Corporation and Bristol-Myers Squibb. In 2016, […]

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Welcome Karl Jacob as our new Senior Municipal Consultant!!!

August 1, 2017

Please welcome aboard Karl Jacob as our new Senior Municipal Consultant!!!! Karl comes to us with a wealth of experience, having worked throughout his career for 2 credit rating agencies, a large municipal government and a mutual fund company. In his most recent position prior to joining our firm, Karl spent 19 years with Standard […]

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CASH IS KING at the MCTA June conference!

June 8, 2017

Please come by our booth to discuss how we can assist your City or Town in cash reconciliations between the Treasurer and the Accountant. If your City or Town has had a change in Financial Officials, we also offer cash auditing services. We have a proven methodology that works!

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DLS hosts finance forum for new officials May 31

May 23, 2017

The Division of Local Services invites new municipal finance officials to a finance forum on May 31 in Worcester. Recently elected or appointed municipal finance officials will get an overview of municipal government, the budget process, the tax recapitulation process, and reserve and debt policies. The forum will be held at the Hogan Center at […]

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