Broadleaf Services

Helping small towns manage finances, compliance, and staffing.

Financial Management & Oversight

a city street with cars parked on the side of the road

Providing interim or supplemental financial leadership for cities that need stability, oversight, or a second set of experienced eyes.

Cash-basis accounting support and review
Budget development and monitoring
Multi-year forecasting and financial trend analysis
Fund balance review and sustainability planning
Audit preparation and coordination
Internal controls and process improvement

Close-up of hands reviewing a budget spreadsheet with a calculator nearby.

closeup photo of turned-on blue and white laptop computer

Clerical, Finance & Staff Support

Training, mentoring, and back-up support for clerks, finance staff, and administrators—especially during transitions.

Clerk and finance staff training
Temporary or part-time clerical/finance coverage
Procedure documentation and cross-training
Support during staff turnover or extended absences
Implementation of best practices tailored to small offices

Helping cities move from reactive decision-making to informed, forward-looking planning.

Annual budget preparation and council presentation support
Capital Improvement Plan (CIP) development
Revenue and expenditure forecasting
Scenario planning for levy limitations and funding constraints
Long-term financial sustainability analysis

IT Consultation

Helping cities move from reactive decision-making to informed, forward-looking planning.

Annual budget preparation and council presentation support
Capital Improvement Plan (CIP) development
Revenue and expenditure forecasting
Scenario planning for levy limitations and funding constraints
Long-term financial sustainability analysis

Budgeting, Forecasting & Capital Planning

Training, mentoring, and back-up support for clerks, finance staff, and administrators—especially during transitions.

Clerk and finance staff training
Temporary or part-time clerical/finance coverage
Procedure documentation and cross-training
Support during staff turnover or extended absences
Implementation of best practices tailored to small offices

State Compliance & Reporting

Helping cities move projects from idea to completion—without losing momentum.

Grant-funded project coordination
Infrastructure and capital project tracking
Timeline, documentation, and stakeholder coordination
Council-ready summaries and progress reporting
Support navigating multi-year or multi-agency projects

Project Management & Administrative Support

About Me:

I am a municipal finance director and clerk with hands-on experience supporting small cities through daily operations, long-range planning, audits, and periods of transition.

My work is grounded in the realities of small-city government. I understand what it means to operate with limited staff, tight budgets, and increasing regulatory expectations—often all at the same time. I identified over $500,000 in misallocated funds and worked with city leadership to correct deficiencies, strengthen internal controls, and restore financial accountability. I have secured more than $700,000 in grant funding and helped lead long-term capital and comprehensive planning efforts to position the city for future stability.

I assist communities on a part-time and as-needed basis, during period of administrative transition and special investigation, providing clerical, financial, and operational support while helping implement new systems, procedures, and internal controls. This work has strengthened my ability to step into complex situations quickly, provide clarity, and support elected officials and staff during challenging periods.

I hold a Master’s degree in Healthcare Administration, dual bachelor’s degrees in Sociology and English, and multiple professional certifications, including Iowa Certified Municipal Financial Officer (ICMFO), Certified Municipal Clerk (IIMC), and Certified Quality Improvement Associate (CQIA). My background in quality improvement and compliance shapes my approach: practical, ethical, and focused on building systems that last.

My consulting work is designed to support small cities that need experienced financial and administrative leadership—but may not need or be able to sustain a full-time position. Whether filling staffing gaps, strengthening financial oversight, supporting audits and reporting, or helping cities plan confidently for the future, my goal is to provide steady, knowledgeable support that fits the scale and realities of small communities.