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Fiscal Advisory Service
Fiscal Advisory Service
Our clients encounter a host of challenges. Cash
Management, Lease Financing of equipment
and Planning as well as seemingly low
priority, but required, tasks and sometimes
difficult and various reporting requirements
are confronted by the well run business
office. These tasks and requirements
grind on the smooth function of your
office and financial operation of your
District.
Phoenix Advisors’ expertise across
a variety of disciplines uniquely enables
us to present a compilation of value
added functions that save you time and
money. The tasks and descriptions
listed here demonstrate how Phoenix plays
an important role helping to carry the
burden and seize opportunities.
In addition, periodically,
Phoenix professionals personally visit
with you to present findings and investigate
ways to enhance our service to you. We,
of course, are always available for consultation
as questions or issues arise. Following
are tasks which the District may request
from Phoenix under this service:
Budget Planning
- Capital Project Tax Impact
Planning
- Compile Annual Bond Debt
Service and Lease Payment Requirement
- Report and Projection of
Ratable Growth
- Codify Proposed Development
Debt Management
- Construct and update a Comprehensive
Debt Service Schedule
- Monitor Outstanding Debt
for Refunding Opportunities
- Coordinate Financing of Equipment
Leases
- Fulfill Requirement for Continuing
Disclosure
- Monitor Financial and Demographic
Trends
- Provide Interest Rate and
Economic Analysis
Cash Management
- Assess Current Procedures
- Review/Develop Cash Management
Policy
- Evaluate the Use of Alternative
Investments
- Prepare Cash Flow History
and Projection
-
Tax Anticipation Notes
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