Budget and Finance

Budget Analysis

Project: Budget Analysis of all San Francisco City and County Departments (annual review)
Client: Board of Supervisors, City and County of San Francisco

Project: Performance Audit of Maricopa County Finance and Budget Departments
Client: County Executive Officer, Maricopa County, Arizona

Project: Zero-Based Budget Analysis of San Francisco General Fund Departments
Client: Board of Supervisors, City and County of San Francisco

Project: Budget Analysis of Selected County Agencies, County of Santa Clara
Client: Board of Supervisors, County of Santa Clara

Project: Analysis of County Budget Process, El Dorado County, California
Client: El Dorado County Grand Jury

Revenue Projections and Enhancement Studies

Project: Review of Los Angeles County Financial Tracking and Management Control
Client: Los Angeles County Grand Jury

Project: User Fee Study
Client: Maricopa County, Arizona, Office of Management and Budget

Project: Review of Revenue Projections and Detailed Budget Estimates for the City of San Jose
Client: Office of Policy Analysis, City of San Jose

Finance Functions

Project: Review of Orange County´s Bankruptcy Recovery Financing Transactions and Strategic Financial Plan
Client: Orange County Grand Jury

Project: Management and Operational Audit of the Orange County Assessor´s Department
Client: Board of Supervisors, County of Orange, California

Project: Management Audit of the Tax Collector of the City and County of San Francisco
Client: Board of Supervisors, City and County of San Francisco

Project: Management Audit of Controller Function
Client: Board of Supervisors, County of Santa Clara

Project: Analysis of Santa Clara County Retiree Health Funds Investment
Client: Board of Supervisors, County of Santa Clara

Project: Review of the State Mandated Cost Reimbursement Claiming Process
Client: Board of Supervisors, County of Santa Clara

Project: Quality Control Review of the State Mandated Cost Reimbursement Claim
Client: San Bernardino County Grand Jury

Project: Management Audit of the Controller´s Office of San Mateo County
Client: San Mateo County Grand Jury, California

Project: Management Audit of the Auditor-Controller/Treasurer of Fresno County
Client: Fresno County Grand Jury, California