Leaders in Utility Finance

Navigate complex financial challenges with an established partner that understands your world. UFS helps electric, water, wastewater, telecommunications, gas and solid waste utilities with independent financial planning, cost of service studies and rate design services.

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Cost of Service Studies

Our experts will help ensure that your rates recover costs by equitably allocating revenue requirements among various customer classes and defining an optimal rate structure.

Financial Planning

Plan for the future with short and long-term insights into your finances with specialized financial planning and development of key financial targets.

Rate Design

Our experts will design rates for each class of service to help meet your utility’s revenue needs and any other rate design goals and objectives you have.


We have our ears to the ground, keeping tabs on industry changes and trends. See our latest insights.

Your Dynamic
Finance Partner

As your dynamic finance partner, we know you have goals, and we’ll help you get there. Our experts know how to listen and understand your organization’s goals before our work even begins, ensuring we can provide you with the most effective solutions to suit your needs. Whether you provide electric, water, wastewater, telecommunications, gas or solid waste services, we’re ready to partner with you.

Where We Can Connect

Our team spends significant time in the field, leading seminars and hosting workshops; connecting with our utility partners and industry professionals.

Keep checking back in to see where we will be next!

Upcoming: APPA National Conference (June 7-12, 2024)
Manchester Grand Hyatt, San Diego, CA

Dawn Lund and Jillian Jurczyk
Sunday, June 9th – 8:30 a.m. to 12 noon
Finance & Rates 101: What Your Financial Statements Are Trying to Tell You

Chris Lund and Mark Beauchamp
Sunday, June 9th – 1:30 p.m. to 5 p.m.
Finance & Rates 201: Optimizing Rate Design for the Future