Administrative Support – Assist with day-to-day city operations, including correspondence, document preparation, coordination with city staff, and support for governing body activities

Public Meeting Support – Prepare agendas and packets, ensure proper meeting notices, assist with minutes, and support compliance with open meetings requirements

Payroll – Manage biweekly or monthly payroll, process timesheets, track leave and benefit accruals, and issue payments by check or direct deposit

Accounts Payable – Process invoices, maintain vendor records, and ensure accurate, timely payments via check or electronic deposit

Bank Reconciliation – Match payables and receivables to bank statements to maintain clean, reliable financial records

General Ledger – Maintain the general ledger and produce timely reports on revenues, expenditures, assets, and liabilities

Budgeting & Financial Reporting – Prepare budget-to-actuals, fund balance reports, balance sheets, and other decision-ready reports for staff and the governing body

Audit & Financial Statement Preparation – Establish documentation and processes that support accurate financial statements and a smoother audit

Compliance Support – Assist with state reporting requirements, statutory deadlines, and financial compliance obligations

Records Management – Support records retention, organization, and disposal in accordance with state requirements, helping ensure continuity and compliance

Software setup and/or review – Ensure financial, payroll, and records systems are properly configured, access is in place, and workflows are clearly documented

Review of prior financials – Provide historical context by reviewing past reports, budgets, and financial activity to support informed decision-making from day one

Conversations with current staff on processes and pain points – Capture institutional knowledge, identify gaps, and streamline processes to reduce disruption and inefficiencies

Establishing account access, approval protocols, and internal controls – Set up appropriate permissions, approval workflows, and controls to support accountability and compliance

Setting clear communication channels and decision-making authority – Define roles, responsibilities, and escalation paths to ensure smooth coordination and timely decisions