Achieving Fiscal Best Practices Engagement

In this engagement, we help your agency achieve Best Practices For Fiscal Performance, based on commonly accepted industry standards.

Fiscal Practices Questionnaire

We start with a Fiscal Practices Questionnaire that helps me understand your agency’s fiscal performance, and how close or far you are to achieving “Best Practices” over the past year and 18 months. We also see where you’re heading around key Fiscal Best Practices over the next six months.

Fiscal Best Practices Recommendations

Fiscal Best Practices Recommendations Next, using a variety of tools, we’ll home in on the gaps between your current status and recommend the actions you’d need to take to achieve Fiscal Best Practices. Our recommendations will help you fill the gap, while still delivering the highest-quality client service.

In addition to a Recommendations Memo, we’ll hold a Zoom session to walk you through our recommendations and answer any questions you may have.

Fiscal Best Practices Coaching

Fiscal Best Practices Coaching: We then have a phone or Zoom session every other week, preferably for six months, to determine what Fiscal Best Practices are working (and you’ll do more of them), what’s not currently working (let’s keep an eye on them and fine-tune or modify) and what’s clearly not working, despite modification, (so let’s find another way to meet those standards)