Finance

Ipex’s Public Financing division advises governments on coming up with a financing plan to develop public infrastructure for multi-use, transient-oriented developments, and affordable housing using some or all of the following:

·        Public Grants

·        Community Financing Districts (Mello-Roos Districts)

·        Enhanced Infrastructure Financing Districts

·        Infrastructure loans

While economic development can mean many things, its simplest definition is creating wealth from which community benefits are realized. It’s enabling economic growth that brings in jobs, opportunities, and enhances quality of life and prosperity for all. IPEX provides policies, programs, and recommendations for local economic development for business retention, expansion and creation by:

·        Creating a plan for economic development suited for your region’s demographics and key assets

·        Developing economic section of a City’s general plan.

·        Economic development capacity and needs assessments

·        Economic diversification strategies

·        Workforce analysis and development strategies

·        Business recruitment and retention strategies

·        Revenue enhancement analysis and strategy

·        Staff and agency transitions

·        Developing Business Improvement and Community Revitalization Investment Authority

·        Streamlining internal permitting and licensing process to start local businesses

·        Providing resource guides, training, case management, technical assistance, and tax credits for local businesses

·        Developing policies and sources for business financing

·        Linking local businesses to regional organizations and industry groups

·        Providing a local economic dashboard

·        Facilitate connections between  employers and local talent

Our financial management divisions focuses on  improving the Financial health of local governments and non-profits by developing fiscal sustainable plans, finding ways to deliver value for services provided, using tax dollars effectively, and protecting City assets. Our services include:

• Long range planning: Developing long-range financial models

• Treasury & Investment Management: Investment reports, Cash flow and liquidity management

• Budgeting: Budget Development & Administration for Operating and Capital projects. Developing budget books and budget-in-brief documents.

• Accounting:  Reviewing or assisting with regular Journal Entries, Bank reconciliations, Year-end closing of books and Audit management

• Reporting: Management and council reports and financial reporting to other agencies

• Risk Management including Insurance; Pensions, liquidity, collateral

• Procurement & purchasing

• Studies: User fees, Rate studies, and Cost allocation Plans, Sales Tax reporting and audit (Tot audit)

• Other: Employee plans such as PERS and 457 plans, Utility Billing, Winter Average Calculations, and reviewing financial policies, processes & Internal Controls

Our team helps government organizations manage critical initiatives in accounting, finance, technology, planning, development, and administration.

We not only provide the right finance professionals, we coach them to be successful to hit the ground running. Get staff augmentation services for Office Support, Accounts Payable, Utility Billing processing needs, and more.

We hone-in on versatile staff that can support the needs of your office and provide efficient customer service or administrative support