Areas of Specialty
temporary / interim help / unique needs
Serving in an interim capacity
Any department in a leadership, generalist, or supporting role for a specified period of time
Experienced in Finance, HR, Economic Development, Parks and Rec, Solid Waste, and Planning
40 hours per week or less: Denton, Collin, Wise, Cooke, Grayson, Tarrant counties
30 hours per week or less: Montague, Parker, Dallas, Rockwall counties
Special projects
Experience in a large number of special projects in all my areas of specialty and more
Rates for special projects will be based on estimated number of hours and level of complexity
Problem solving, strategic/critical thinking, risk assessment, legal concerns, will all be addressed
If extra help is needed to solve problem or complete project, we will determine together
Research and analysis
Graduate-level researcher will work with you to determine your need for knowledge/information
Information can be gathered through research, interviews, investigation, and other methods
Critical analysis performed on information and results compiled with extraneous information removed
Results in writing in format(s) of your choosing
Process Documentation
Work with staff to document process flow
Identify touch points, time, resources
Identify areas for improvement
Document the process for print or website
Knowledge Preservation
Work with staff to identify critical processes
Write the step-by-step procedures
Include graphics and screenshots
Produce in printable and PDF formats
Proofreading / Writing / Editing
Excellent writer, proofreader, editor
Many examples of work available
On-demand with reasonably quick turnaround
Anything from 1 to about 500 pages
graphic design and photography
Professional head shots of staff
Professional quality, lightly edited photos of all your staff at reasonable rates
You provide the space, I provide the camera, lighting, backdrops, etc.
45-minute setup and 45-minute take-down of equipment, plus about 10 minutes per person
Photos available within 2 weeks in both print and web formats
Group photos
Gather all your work groups in their professional best
Several photos taken to ensure everyone has their eyes open and looking their best
Location of your choosing in your area
Lightly edited photos available within 2 weeks in both print and web formats
Candid / Event / Area photography
Photography by the hour at your municipal government event
Council meetings, swearing-in of candidates, employee appreciation day, retirements, etc.
Photography of your town, iconic locations, monuments, etc.
Rush return services available upon request for additional fee
Photos edited for print and/or web
Existing printed photographs can be scanned and lightly edited
Photos can be made ready for social media, web, or reprinting
If heavy editing or correction is needed, additional fees may apply
Photos are typically ready within 2 weeks
Social media post development
Daily, weekly, monthly posts formatted for LinkedIn, Facebook, Twitter, and Instagram as needed
Social media scheduling calendar creation available
Use your existing photos, plus I can usually supplement with stock photos
Your colors, branding, and style are used throughout for consistency across platforms
Social media scheduling services
An automated scheduler service is used for this process, and subscription fees may apply
Scheduled according to your existing social media planner, or the one we create together
Posting frequency according to your needs and budget
One-off posts available (posts outside of normally scheduled posts)
finance and budget
Budget assistance
Extra help during budget season
Coverage in the case of short-staffing or if your staff is on medical leave, etc.
Assistance with all budget-related matters
Projections, forecasting, writing staff reports, assembling information into presentation, etc.
Property tax revenue specialist
Formerly a Registered Tax Assessor-Collector with TDLR (#73027)
Education for you and your staff on the Texas property tax system
Revenue forecasting considering new developments, TIRZ, tax abatements, etc.
Navigating the appraisal district and the county tax assessor-collector’s office staff and processes
Revenue and expenditure projections
Assistance with forecasting revenues over time
Property tax, sales tax, other taxes, franchise fees, special fees, etc.
Expenditure projections based on zero-based budgeting or base budgeting
Assistance across the organization with leaders who need to learn more about budgeting
Budget document assistance/review
Review the and proofread the budget document you’ve already assembled, or help you assemble it
Review from the standpoint of a former GFOA Budget Reviewer and make recommendations
Assistance with completing the necessary forms to submit the budget for GFOA review
Submitting the budget to GFOA for the award
Position control
Quarterly review of your positions and how they are allocated across the organization
Development of a vacancy report that can be used as a budget-savings tool
Development of a salary and benefits schedule that can be used during budget season
Review from both a financial and human resources standpoint for compensation analysis
Hotel occupancy tax
Monthly or quarterly compilation of hotel occupancy tax information
Comparison to State of Texas information to ensure hotels are reporting similarly to all agencies
Money is received and deposited by your financial staff, and the information managed by me
Monthly or quarterly reporting available based on your schedule and needs
retainer-based work
General or specific help
Retain me for a minimum of 1 day to a maximum of 4 days of work per month at a set monthly rate
You decide what you want me to do on any given day or month
Retainer contracts can be 3, 6, 9 or 12 months, with lower rates based on length of the contract
Work may be onsite or remote, depending on your location
Any/all of my specialization areas
Take advantage of any or all of my areas of specialty during the days I work for you
Mix and match all of my areas of expertise and put me to work for you
Work must be in one of my areas of specialty except under extenuating circumstances or emergencies
Everything is all-inclusive in your monthly rate
Leadership, generalist, or support help
Proven leadership abilities in a variety of areas
Generalist or individual contributor roles
Special support as needed
Quick learner and capable in a variety of roles, both leader and non-leader
Onsite or remote
Onsite available up to 4 days per month in Denton and Wise counties
Onsite available up to 2 days per month in Collin, Cooke, Grayson, and Montague counties with up to 2 additional days working remotely; remote work may be accomplished outside your normal operating hours
Onsite available up to 1 day per month in Tarrant, Parker, Dallas, and Rockwall counties with up to 3 additional days working remotely; remote work may be accomplished outside your normal operating hours
Work days must be set during contract so that I can still serve the needs of my non-retainer-based clients
Outside the DFW metro area:
I have a few days of the month when I am available for travel. If you are interested in retaining my services, please inquire and let’s see what we can work out!
Short or long-term contract
Limited availability for retainer-based clients due to the nature of the work and travel involved
If you’re interested in this arrangement, please inquire about my availabiity soon
human resources
Design new department or division
Identify the entire inventory of tasks to be centralized within the new department or division
Determine levels of risk per task, plus the necessary time and labor needs
Partner with you to determine the appropriate division of labor among staff
Determine plan for job descriptions, hiring logistics, office space, technology, equipment needs and more
Job design and job description writing
Determine essential job functions, knowledge, skills, abilities, and competencies needed for the job
May request to work with related team members to develop appropriate competencies needed
Work within your established rate and pay structure
Work with your HR department to finalize and formalize the final job description document
Performance management cycle development
Based on job description, determine position requirements and duties
Update job description as needed, including competencies
Develop interview questions based on competencies, technical, and leadership requirements
Develop performance evaluation documents based on competencies, technical, and leadership requirements
Coaching/mentoring staff
Entry to management-level staff
One-on-one or group setting
Periodic or schedule-based
Emphasis on effective leadership of self and others
Onboarding program development
Identify crucial information needs for new employees: who does what, why, where, and how
Culture, safety, payroll, benefits, performance, etc.
Printable and PDF format for new employees to keep
PowerPoint presentation for Day One of employment
Training facilitation
Facilitate your existing training courses as needed
Assistance with developing new courses
Assistance locating and procuring ongoing training facilitation
Training needs assessments based on performance issues
economic development
TIRZ / Tax abatement / Chapter 380
Full service, or train your staff to administer TIRZ, tax abatements, and Chapter 380 agreements
Full-year process, including budget forecasting input where applicable
Spreadsheets, forms, reporting
Audit-proof contract administration
Small PIDs or BIDs
For PIDs with less than 500 accounts that can be managed in-house
If I can’t manage it for you, I’ll help you find a firm who can
Billing and collection reporting
Navigating the appraisal district and county tax assessor-collector’s processes and staff
TIRZ financial and contract management
TIRZ financial pro forma for the duration of the special district
Contract administration
Annual financial and property growth reports to State and other stakeholders
Help during TIRZ development phases or ongoing support after implementation
Teach your staff how to manage TIRZ/TIF
Coaching staff to appropriate management and administration of all TIRZ-related issues
Consulting with staff when they have questions or concerns
Explain resources and training opportunities for additional learning
Show your staff all the moving parts of a TIRZ, and the legal requirements to stay compliant
Teach your staff Economic Development contract administration
Work with your staff to develop contracts that are easier to administer
Train staff how to identify salient criteria within contract that constitute legal obligations
Train staff how to manage vendor reimbursement requests and how to prevent loss
Train staff how to develop a tracking and reporting system using currently available resources
Assist with report development
TIRZ Annual report development for both TIRZ Board, participating entities, and stakeholders
Work to earn Transparency Star for Economic Development
Use available resources such as MS Excel, MS Word, and other common tools
Ensure staff knows where to find other resources at State and local levels for additional training