PFM Management Services

PFM Management Service

General Management & Administrative Services

Support to keep your district running smoothly

We handle day-to-day administration so districts operate in compliance with laws and regulations. This includes preparing agendas, minutes, and notices for board meetings, coordinating logistics, and maintaining official records. We manage vendor proposals, contracts, and insurance requirements, and provide board notifications. Training for new supervisors and staff is available on request.

Accounting Services

Transparent, accurate financial management

We prepare financial statements following GASB standards, manage accounts payable/receivable, and reconcile accounts. Monthly reports include budgets, statements, and other updates for board review. We support the budgeting process, assist with audits, and help select and manage banking relationships. Our electronic platform ensures a simple, transparent process for invoice approvals.

Lien Book & Tax Roll Maintenance

Reliable assessment management

We oversee billing, collection, reporting, and accounting for district assessments to ensure funds are available for operations, maintenance, and debt obligations. We respond to property owner questions, issue estoppel letters and lien releases, and coordinate with legal counsel on developer agreements when needed.

Top Technology

Secure, streamlined access

We provide virtual meeting options and make agendas, minutes, and other documents available electronically. All records are securely stored for easy access, helping save printing costs and supporting the environment with reduced paper use.

Field Management Services

Hands-on oversight of vendors and maintenance

We coordinate with vendors and contractors to manage repairs, maintenance, and inspections. Services are tailored to each community and may include supervising contractors, monitoring work orders, assisting with maintenance budgets, and advising on necessary repairs. A field manager can also attend board meetings as needed.

Capital Program & Bond Issuance

Funding improvements for long-term success

We help districts plan and finance capital projects, coordinating timing and design through the budget process. Our advisory team brings decades of experience in debt issuance, transaction management, and bond structuring. We also support financing document review, required disclosures, and arbitrage calculations through trusted partners.