Financial Services

Special Projects

Claremont Consulting steps in to provide support to your organization when internal expertise is not available or when an independent perspective is warranted. Project areas include:

  • Audit Preparation
  • Financial Modeling and Reporting
  • Indirect Cost Rate Proposals
  • Policies and Procedures
  • Risk Assessments
“In a remarkably short period of time, LIFT Boston benefited greatly from John’s guidance. Our Boston Regional Board now has a sharper focus and will be more productive than ever since roles and responsibilities are now clearly articulated and understood by all.”

– Maicharia Weir, Executive Director, LIFT Boston


“When the Department of Elementary and Secondary Education required the board of our charter school to be restructured, John Tarvin was engaged by our school to lead the search for new board members. John brought a field of candidates with pertinent and varied backgrounds to the exiting board for vote, trained the new board, and remained a partner throughout the first challenging year. John is extremely knowledgeable in board training best practices and is well respected in the MA public school circle. Our school is on a dramatically new and successful path, in good part due to the functioning board John helped put together.”

– Carol Bailey, Former Board Chair, Lowell Community

Transition Support

Claremont Consulting provides organizations with the interim support and outside perspective often needed during periods of rapid growth or retraction or when financial leadership transitions occur. Specific areas of support include:

  • Coaching/Mentoring New CFOs
  • Department Analysis and Restructuring
  • Financial Analysis and Planning
“John Tarvin’s engagement with our school transcended strategic planning or board coaching and helped us come to better-understand what our school was really about. From there, we worked to refine its direction in a way that aligned our approach to governance with the school’s historical strengths, while still ensuring a vision for the future was at the forefront. This did not occur without long hours, and the work wasn’t easy, but when others would have run from the challenge, John rolled up his sleeves and saw the work through to a meaningful conclusion.”

– Bill Bogdonavich, Former Board Member, Cape Cod Lighthouse Charter School

Call us to learn more about our services or for a client reference.

Get In Touch

John Tarvin
Milton, Massachusetts