Exceeding expectations in financial services.
To provide transparent, reliable financial management of the City's resources through strategic and sustainable practices.
There are several divisions that fall under the Finance Department:
All of these divisions are overseen by Sharen Jackson, Chief Financial Officer.
Each year, the City Manager, Chief Financial Officer, and City staff put together a financial plan for the following year. The process begins in October and continues until the budget is filed in August.
Strategic planning plays an integral role in the development of each year's balanced budget. The planning ensures the City's ability to meet the needs of our community. Each budget develops and monitors the City's five-year Capital Improvement Plan (CIP) Southlake 2030 & 2035 (the City's Comprehensive Development Plans) and each department's business plan.
To be effective, the City must be deliberate and direct resources to those areas most essential to the community's well-being. Residents help guide this process through the biennial Citizen Satisfaction Survey and by talking with the City Council. For more information on the City budgeting process, including the current adopted budget.
An annual fee schedule is published in conjunction with the adopted budget. Below you will find the FY 2023 Fee Schedule for the City.
The Annual Comprehensive Financial Report is a thorough and detailed presentation of the City’s financial condition. It reports on the City’s financial activities, fund balances and is presented in three sections:
One of the most significant purposes of the annual financial report is to provide valuable insight into how the City manages its finances, investments and debt obligations.
The Popular Annual Financial Report is an annual publication summarizing the outstanding work the City of Southlake has completed in a given year while bringing an increased awareness of the City’s financial condition through a more user-friendly presentation.
The Popular Annual Financial Report report is intended to simplify and summarize the financial information contained in the City’s Comprehensive Annual Financial Report, is unaudited and not presented in a Generally Accepted Accounting Principle (GAAP) format.
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