books in a library

Municipal Advisory Services for Schools & Libraries

Financial management for public schools and libraries can be a complex process. We can help make that process easier.

Municipal Advisory Services for Schools & Libraries

  1. Brock J. Bowsher

    Brock J. Bowsher



  2. Matt Bubness

    Matt Bubness



  3. Ryan Fetters

    Ryan Fetters


  4. Marvin L. Founds

    Marvin L. Founds

    Managing Director

  5. Belvia B. Gray

    Belvia B. Gray



  6. Jesse Nelson

    Jesse Nelson



  7. Lindsay Simonetto

    Lindsay Simonetto



  8. Jay Staley

    Jay Staley


School district and library leaders are at a crossroad in serving their stakeholders. As municipal advisors serving school districts and libraries, we can help you determine a viable direction.

    At a glance

    Baker Tilly’s independent advisors work closely with school districts and libraries to develop comprehensive financial solutions driven by data and rooted in best practices. Many of our advisors are former school district leaders who understand the real-world implications and implementation requirements of the recommendations we provide.

    Our independence from the bond underwriting process and our fiduciary responsibility to clients assure you of objectivity in analyzing, planning and determining your action steps. As municipal advisors to school districts and libraries, we know the value of independence and objectivity.

    The challenges faced by school district and library leaders are numerous – including providing transparency in financial information, addressing users’ technology needs, attending to future capital needs while fulfilling today’s needs and managing a changing workforce. Our advisors provide strategic and practical fiscal guidance to address these challenges and develop actionable plans to help solve them. How can we help you?

    Solutions for schools and libraries

    • Official statements and bond sale preparations
    • Presentations to bond rating agencies
    • Evaluation of bond insurance proposals
    • Competitive bond sales and electronic bidding services
    • Refinancing debt
    • Negotiated bond sales and private placements
    • Coordination of bond closings
    • Assistance to the trustee bank
    • Parity reports
    • Escrow verifications
    • In-progress construction reports
    • Arbitrage rebate calculations
    • Annual continuing disclosure filings
    • Debt management
    • Post-issuance compliance

    Capital planning

    • Debt management solutions
    • Long range capital planning and implementation
    • Project planning and financial development
    • Developing and evaluating funding alternatives
    • Financial presentations to elected officials and stakeholders

    Strategic planning

    • Fiscal assessments
    • Comprehensive financial plans
    • Long range strategic planning

    BTMA+ is a suite of solutions to help you meet your goals.

    Finance training and support

    • Assisting new CFOs and treasurers
    • Outsourced finance services
    • Cash advisory services
    • Grant support

    Financial management and accounting

    • Bank reconciliations
    • General ledger maintenance
    • Audit preparation
    • Financial statement preparation
    • Comprehensive financial planning
    • Management and operational studies

    Budgeting and planning

    • Budget forecasting and preparation
    • Budget workshops for governing bodies and leadership
    • Budget monitoring and reporting

    Compliance management and strategic collaboration

    • School district goals assessment and establishment
    • Strategic funding plan development
    • Multiyear plan execution
    • Plan progress evaluation and monitoring

    Baker Tilly Municipal Advisors, LLC is a registered municipal advisor and controlled subsidiary of Baker Tilly Advisory Group, LLP, a tax and advisory firm. Baker Tilly Advisory Group, LP, trading as Baker Tilly, is a member of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities.