Finance

Generate detailed budget narrative justifications from line-item data

Compile monthly financial data into a narrative report for council

Generate grant expenditure reports and narratives for funder

Draft management responses to auditor findings

Summarize multi-year CIP projects into a council-ready narrative

Draft a complete RFP for finance software or services

Modernize procurement policies to current regulations

Generate a debt service schedule narrative for bond disclosures

Summarize fund balance trends and policy compliance in memo form

Draft or update an investment policy statement

Draft MD&A and narrative sections for annual financial reports

Write the public-facing tax rate justification memo

Summarize AP audit exceptions into a corrective action memo

Generate budget amendment narratives and council agenda memos

Compile payroll audit findings into a compliance summary

Narrate cost allocation methodology updates for federal compliance

Write a 5-year financial forecast narrative from projection data

Summarize year-over-year revenue trends by fund

Generate a vendor bid comparison and award recommendation memo

Draft property tax exemption denial or approval letters

Summarize rate study findings into a public briefing document

Draft a fraud risk assessment narrative from internal review data

Write explanatory narratives for GASB compliance checklists

Write or update the city travel and reimbursement policy

Generate a fixed asset summary report from inventory data

Write the narrative summary for the quarterly finance dashboard

Summarize impact fee study updates for council adoption

Generate surplus property disposal recommendations and documentation

Draft an internal controls assessment memo from department review

Compile federal aid expenditure and compliance narrative

Draft a budget season kickoff memo to departments

Write plain-language budget submission instructions

Summarize a department's budget request

Outline a budget hearing presentation

Draft the budget message/transmittal letter

Turn the budget into a public one-pager

Explain budget-to-actual variances

Draft a narrative for the encumbrance report

Summarize a mid-year budget review

Draft a supplemental appropriation request

Summarize a general ledger reconciliation for the file

Turn bank reconciliation notes into a summary

Draft a journal entry justification memo

Write a chart-of-accounts change memo

Summarize accounts receivable aging for leadership

Draft a receivables collection policy explainer

Write a bad debt write-off recommendation

Draft a response to a vendor payment inquiry

Write a 1099 vendor reporting reminder

Draft a W-9 request letter to a vendor

Draft a payroll change notification

Write a payroll error correction explanation

Summarize overtime cost trends

Draft a benefits cost projection narrative

Summarize pension contribution obligations

Draft an OPEB liability plain-language summary

Draft a purchase order approval summary

Write a contract encumbrance memo

Summarize a change order's budget impact

Draft a grant reimbursement drawdown request

Write a grant budget modification request

Create a single audit preparation checklist

Draft a schedule of expenditures of federal awards narrative

Draft the management discussion and analysis section

Draft a note to the financial statements

Write a corrective action plan for an audit finding

Draft a response to an auditor management letter

Summarize a proposed debt issuance

Outline a bond rating agency presentation

Draft a continuing disclosure filing summary

Summarize a bond refunding analysis

Write an arbitrage rebate compliance memo

Summarize investment portfolio performance

Draft a cash flow forecast narrative

Write an interfund transfer justification

Summarize a user fee cost-recovery study

Draft a fee schedule update memo

Explain a proposed utility rate adjustment

Summarize an impact fee nexus study

Summarize sales tax revenue trends

Explain the levy and property tax bill in plain terms

Summarize tax increment financing performance

Draft a grant compliance certification letter

Summarize purchasing card reconciliation for compliance

Write a petty cash audit memo

Summarize a segregation-of-duties review

Draft a fraud, waste, and abuse hotline notice

Draft a financial policy update

Explain the fund balance reserve policy

Write a capital asset capitalization memo

Summarize the depreciation schedule

Draft a GASB 87 lease disclosure summary

Summarize a subscription IT arrangement disclosure

Explain the indirect cost allocation method

Draft the quarterly investment report

Summarize delinquent accounts for action

Draft a refund approval memo

Write plain-language financial transparency page copy

Draft a citizen-friendly popular annual financial report section

Create a fiscal year-end closing checklist