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Maintaining Financial Reporting Through Treasurer Turnover

Situation: A municipality experienced repeated turnover in its treasurer position, creating gaps in institutional knowledge and uncertainty about municipal accounting practices. Solution: Our team provided annual bookkeeping support, assisted with financial report filings, and answered technical questions throughout the year. Impact: The municipality was able to maintain accurate records and annual New York State filings […]

Preserving Payroll Continuity After a Retirement

Situation: A town needed to transition from processing payroll in-house upon the retirement of the employee who had managed the process for many years to an outsourced payroll provider. Solution: Our team partnered with the town’s bookkeeper to onboard a payroll provider, import historical data, establish settings based on contracts and other requirements, and process […]

Resolving Seven Years of Overdue Financial Reporting

Situation: A rural municipality was seven years behind on producing its annual financial reports, and its accounting records did not fully meet New York State municipal requirements. Solution: Tronconi Segarra & Associates reviewed seven years of records, prepared adjusting entries, and filed all overdue reports. Impact: The municipality returned to compliance and gained accurate financial […]