Budget and Finance

Slide Willets on Monterey State Beach

Welcome to your online guide to the Finance Department. We are responsible for managing and executing all of the financial management functions for the City. Information includes the City's Comprehensive Annual Financial Report (CAFR), City fees and charges, budget data for the current year and prior years, and City ordinances pertaining to the Business License Tax, Visitor Accomodation Facilities Tax, including Transient Occupancy Tax (TOT), and Utility Users Tax.


We provide an online version of the Transient Occupancy Tax Return form for those hotel/motel operators who are required to collect and remit transient occupancy taxes to the City.

If you are starting a business in Monterey, the business license application form can be downloaded from this site. A business license tax calculator also is provided to compute the business license tax for you. The specific programs are briefly described below.

Julie Porter
Finance Director
porter@monterey.org

Carol Bouchard, CGFM
Assistant Finance Director
bouchard@monterey.org

Hours
Monday - Friday
8:00am to 5:00pm

Administration
(831) 646-3940

Accounts Payable
(831) 646-3943

Payroll
(831) 646-3942

Revenue – Accounts Receivable, Pet Licenses, Business Licenses
(831) 646-3944

Finance Department
735 Pacific Street, Suite A
Monterey, CA 93940
Fax: (831) 655-0562
finance@monterey.org

Successor Agency
10 May 2017
05/10/2017: New Online Business License Application -  Streamlines process for business owners

05/10/2017: New Online Business License Application - Streamlines process for business owners

Business owners can now apply for their business license using the City of Monterey’s  new Online Business License Application. This option will help streamline the process of applying and submitting applications to the Revenue Office . The online application is  convenient, the process is easy, and available any time.

21 March 2017
Mid-Year Bienniel Budget Review - posted March 20, 2017

Mid-Year Bienniel Budget Review - posted March 20, 2017

The Mid-Year Bienniel Budget Review for FY2015/16 Final and FY 2016/17 Revised is now available in PDF. The City's fiscal year (FY) runs from July 1 to June 30. Learn more about the City's budget at monterey.org/finance.

28 October 2016
10/28/2016: City Manager Names Porter New Finance Director

10/28/2016: City Manager Names Porter New Finance Director

City Manager Mike McCarthy today announced the promotion of Julie Porter to Finance Director. She has served in an Acting Finance Director role on multiple occasions from April 2013 to May 2014.

31 March 2016
03/31/2016: City of Monterey Wins Accounting Award

03/31/2016: City of Monterey Wins Accounting Award

Monterey, California has received its Distinguished Budget Presentation Award

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