Areas of Expertise
Support & Transition Services
In a perfect world all retirement/resignation notices would be given 3-5 years in advance and all temporary leaves could be pre-planned. Unfortunately, the world is not perfect but we can assist you with the transition of your staff. We can step in and support the void while you are getting your next person, waiting for your person to return, or support the people you have.
11 Years of Municipal Experience
Mayor - South Glengarry (2022 - present)
Owner - Municipal Assist (2022 - present)
North Dundas (budget | 2023 & 2025)
Loyalist (support | 2023-2024)
North Stormont (grants | 2022)
South Glengarry (transition | 2022)
Treasurer (2014 - 2023)
South Dundas (2022-2023)
South Glengarry (2014-2022)
Election Assistant - South Glengarry (2014)
Property Standards - South Glengarry (2010)
Bishop’s University - BBA Finance, Economics (2008)
Financial Reporting
Municipalities should aim for financial reporting excellence to ensure transparency, accountability, and effective financial management. Let Municipal Assist help you go beyond the minimum requirements and prepare telling, clear, comprehensive, and concise financial reports.
Reports that help citizens, politicians, and administrators to assess the financial health of the municipality and ensure full disclosure.
Excellent reports help the community understand and appreciate* the direction and decisions of Council as implemented by administration.
* for the most part
Example Below is a simple and clear looking ‘fill the bucket’ report. This municipality underbudgets fuel pretty consistently, the visual makes it obvious.
We are good at this, but don’t take my word for it, and I quote a former Treasurer peer,
“No wonder why you do Asset Management Reporting and Water Rate Review in-house, you have some really excellent reports.”
Training
Reporting
Data display may not be your forté but if we can get it into MS Excel, I can teach you how to make your reports speak to Council, citizens, and colleagues.
Custom
Governance in Municipalities
Science Based Leadership Practices
Well Being as a Municipal Employee
Digital Conversion: From Filing Cabinets to Files
Level Up: Save Time with Microsoft
We can build these charts for you or teach you how to build them
