Financial Reporting and Accounting


Financial reports are an essential oversight tool. There are two basic kinds of financial reports.

  • Interim Reports. These include monthly reports,quarterly reports and mid-year budget reviews.
  • Annual Reports. Well-managed public agencies typically prepare a report at the end of the year explaining revenues and expenditures levels.

For more information, including questions to ask about an agency’s financial reports, see information at right.


Financial Reporting Strategies (Video)

Financial Reporting Strategies (Video) In this video, Bill Statler, shares tips on successful local agency financial management practices.  His perspective and tips are based on his 30 years of years of senior municipal financial management experience including service as a Director of Finance & Information Technology/City Treasurer for the City of San Luis Obispo.