Insurance Pools

Working with over thirty insurance pools and self insured entities has given us the experience and knowledge to bring results to you.

We offer insurance pools services including:

• Annual financial audits
• GASB 10 and GASB 30 - Required Supplementary Information
• Annual Report of Financial Transactions
• Governing Board Presentations
• Organizational Structure Analysis
• Fraud Investigation
• Budget Analysis
• Bylaw and Joint Powers Agreement Revisions
• Member Equity Calculations
• Dividend and Assessment Policies
• Specialized Compliance Reviews
• Temporary Controllership
• Cash Forecasting
• Compiled Financial Statements
• Lease/Purchase Calculations
• Accounting Policies and Procedures
• Year-End Closing Assistance
• Accounting Services
• Procedures Manuals for Business Operations
• Internal Control Design and Assessment
• Investment Policies
• Assistance in Recruiting and Hiring Business Office Staff
• Cost Benefit Analysis
• Self-Insurance Program Analysis
• Loss Control and Risk Management
• Preparation for Accreditation
• Customized Seminars

We can be a resource to you. Please call us with any questions. 916-482-0778