Providing Interim Massachusetts Treasurer and Collector / Accountant / Finance Director Services 

Our Team

How we do it:

About Our Firm

508.754.2665

With our experienced team of professionals, we bring the knowledge of municipal finance and a hands-on approach to every project.  Our valued services help build a personal relationship with each of our clients that develops into quality results.  That is what you are looking for and that is what we provide.

  • On-site implementation 
  • Project manager on every job
  • You decide how much we are needed
  • Fixed rates
  • Current and future evaluations
  • Report recommendations
  • Process and procedure documentation

Michael D. Conrad  Municipal Treasurer/Collector Specialist

Mr. Conrad is the former Treasurer and Collector of Taxes at the City of Worcester and the Town of Boylston. As a member of the Worcester's Executive Management team, Michael helped achieve a 100% tax collection rate, implemented city-wide cash controls, modernized payroll compliance, documented department policies and procedures, helped develop the city's 5 point fiscal plan building a reserve of funds and creating a capital improvement plan, established and coordinated a successful health insurance trust fund to pay claims, and maintained a stable bond rating throughout his tenure. With over 20 years of municipal financial experience, Mr. Conrad has the knowledge and leadership to facilitate and oversee each and every project with diligence and care while achieving results.


Jeffrey P. Ugalde  Municipal Treasurer/Collector and Accountant Specialist

Mr. Ugalde is the former Treasurer/Collector of the Town of Boylston and the Town of Lunenburg. He was also the Assistant Treasurer for the City of Worcester and a staff Accountant for the city's Auditing department. Jeffrey implemented and managed the remediation of the Town of Lunenburg's audit Management Letter concerns while maintaining the town's stable bond rating. Further, Jeffrey reconciled the general ledger cash and receivables. While working in Worcester, Mr. Ugalde oversaw the entire payroll process of over 5,000 employees, departmental accounting and reconciliations of all general ledger accounts, while implementing safeguarding procedures. He has experience with Munis and Vadar financial software systems.

 

June Hubbard-Ward  MunicipalTreasurer/Collector and Finance Director Specialist

Ms. Hubbard-Ward has 37 years of Municipal Finance experience, most recently for 25 years as the Finance Director and Treasurer/Collector for the Town of Northborough.  June was directly responsible for the implementation of the Finance team in Northborough while successfully integrating the Accounting and Assessing departments with the Treasurer/Collector.  During her tenure, the Town of Northborough enjoyed very strong tax collections, stable finances and an excellent bond rating.  She had completed the requirements and is a Certified Massachusetts Municipal Treasurer and a Certified Massachusetts Municipal Collector.  June is an active member of the Massachusetts Collectors and Treasurer's Association and the Massachusetts Government Finance Officers Association.


Deirdre L. Malone  Municipal Treasurer/Collector Specialist
Ms. Malone is the former Treasurer/Collector for the Town of Paxton.  She was also the Town Clerk in the Town of Paxton for 7 years and in the banking industry for 25 years.  With over 17 years of experience as the Treasurer/Collector, Deirdre enjoyed very strong tax collections while help maintaining an excellent bond rating.  She was responsible for implementing the change to quarterly tax billing from semi-annual billing.  Further, she was instrumental in creating the Treasurer/Collector position as an appointed position rather than elected to help maintain competent Treasurer/Collector staff.  Deirdre is also responsible for implementing the Town's first ever Treasurer/Collector's policies and procedures manual.  She is an active member of the Massachusetts Collectors and Treasurer's Association.